Senior Lead Wealth Custom Credit Banker

About the role

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.

Responsibilities

• 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.
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.

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
• Commute benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement