Wealth Banking Director - Professional Services
About The Position
At Wells Fargo, we are committed to helping our clients succeed financially. Within Wealth & Investment Management (WIM), our Banking, Lending & Trust organization delivers tailored financial solutions to meet the complex needs of high-net-worth individuals and professional services firms. Wells Fargo is seeking a Wealth Banking Director – Professional Services to lead and grow a specialized banking practice serving private equity firms, and other advisory-based organizations. This senior leader will drive strategic growth, lead a high-performing team, and deliver seamless, integrated client experience across banking, lending, and wealth solutions.
Requirements
- 10+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years of management or leadership experience
- Ability to travel as needed (approximately 25%)
- Flexibility to work across multiple regions and time zones
- Must meet and maintain applicable FINRA licensing and regulatory requirements
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.
Nice To Haves
- Experience serving professional services clients (e.g., private equity, legal, consulting, or alternative asset management firms)
- Demonstrated success building or scaling a specialized banking or client segment business
- Strong knowledge of lending, credit structuring, treasury management, and wealth solutions
- Proven ability to manage business performance, including P&L and risk
- Experience working within a complex, matrixed organization
- Excellent leadership, communication, and stakeholder management skills
- FINRA Series 7 & 66 (or equivalent) or ability to obtain within required timeframe
Responsibilities
- Lead the strategy, growth, and execution of a national Professional Services banking practice
- Build and deepen relationships with senior executives, partners, and decision-makers across client organizations
- Develop and deliver holistic financial solutions by partnering across Wealth Management, Commercial Banking, and Investment Banking
- Own business performance, including P&L, balance sheet management, and risk oversight
- Lead, coach, and develop a geographically dispersed team of Relationship Managers and banking professionals
- Drive new business development through internal collaboration, external networking, and client engagement
- Establish and maintain a strong risk and control environment, ensuring alignment with regulatory and compliance requirements
- Optimize processes, scalability, and operational effectiveness across the business
- Allocate resources strategically to support growth, client experience, and business priorities
- Foster an inclusive, high-performance culture that encourages innovation, collaboration, and professional development
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
