Alternative Investments Financing Lead Wealth Underwriter

About the role

Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending, & Trust's (BL&T) center of excellence within Wealth & Investment Management (WIM). This role is part of WIM's vision for a flatter, more nimble organization that is easier to do business with, where teams and functions across WIM's consumer businesses are brought under a common, WIM-level organization. Specifically, the Underwriter will be on the Alternative Investments Financing team, providing custom credit solutions to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund investment portfolios.

Responsibilities

• Maintain a subject matter expertise in the Alternatives Asset industry, to include Private Capital and Hedge Funds
• Perform financial analysis and underwriting and structuring of highly complex Custom Credit Banking relationships secured by Alternative Assets
• Analyze business financial statements and tax returns
• Efficiently and timely analyze and underwrite highly complex borrower, financial and Alternative collateral circumstances
• Responsible for highly complex credit structuring and communicating recommendations verbally and in writing
• Drive private banking credit execution to deliver high quality custom credit solutions to existing and new clients while meeting goals for asset quality, banking revenue, and profitability
• Regularly monitor existing portfolio and communicate findings and recommended solutions to management in a timely manner
• Regularly meet with clients in partnership with a Custom Credit Banker in a client advisory role and in credit negotiations, as required
• Collaborate and consult with more experienced management and regional teams on the timely completion of work and progress
• Lead complex initiatives within a large geographical region to deliver high quality custom credit solutions with broad impact
• Exercise independent judgment and work with no direct supervision

Requirements

• 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• A background in wealth, commercial, or corporate lending/underwriting
• Familiarity with esoteric collateral with emphasis on alternative assets, as well as illiquid stock, life insurance, art, etc.
• Thorough knowledge of financial accounting theory and logic, loan structuring, and banking products and services
• Excellent credit skills: ability to develop, negotiate, and document a broad range of loan types, structures, and complex requests
• Demonstrated ability to make sound, independent business and credit decisions
• Strong interpersonal communication skills and partnering skills

Job Expectations

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship
• This position is subject to FINRA background screening requirements

Location

550 S Tryon St, Charlotte NC, 28202
90 S 7th St, Minneapolis MN, 55402
2801 Market St, F&L Bldg, St Louis MO 63103
250 E John Carpenter Frwy, Irving TX 75062
800 S Jordan Creek Pkwy, West Des Moines IA, 50266
461 From Rd, Paramus, NJ 07652

Pay Range

$119,000.00 - $224,000.00

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

Posting End Date

12 Jul 2026

Equal Opportunity Employer

We value equal opportunity and are committed to creating a diverse and inclusive workplace.