Senior Lead Wealth Custom Credit Banker

About the role

Wells Fargo's Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs.

Responsibilities

• Manage the end-to-end delivery of the full custom loan product suite including specialized and bespoke lending structures while applying strong credit expertise, strategic thinking, and exceptional relationship management and consultative sales skills.
• Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients.
• Structure credit opportunities and negotiate deal terms directly with clients.
• Present to deals to Independent Risk Management, along with underwriting teams, for final approval.
• Aid in recruiting of new Financial Advisors including reviewing credit opportunities within their book of work.
• Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions.
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area.

Requirements

• 7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications

• Proven success in custom credit origination and complex loan structuring for HNW/UHNW clients.
• Strong credit acumen with demonstrated ability to design bespoke lending solutions.
• Private Banking, Corporate Banking or Commercial Banking experience.
• Excellent sales and relationship management skills.
• Strong credit risk experience.
• Knowledge of traditional banking products.
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents).
• A Master's degree or higher.

Job Expectations

• US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
• FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
• FINRA recognized equivalents will be accepted.
• This will be communicated at time of offer acceptance.
• Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business.
• Compliance with state law registration and licensing requirements is mandatory.
• In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply.
• Adequate financial fitness and criminal background standards must be met.