Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)

About the role

Wells Fargo is seeking a Senior Lead Wealth Management Banker - Executive Wealth Solutions (SAFE) to serve as a strategic advisor to HNW individuals, executive clients, and professional services partners and leaders.

Responsibilities

• Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
• Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
• Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
• Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
• Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
• Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
• Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
• Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert

Requirements

• 7+ 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

Desired Qualifications

• Significant experience advising HNW clients, corporate executives, and partners within professional services firms (e.g., legal, consulting, accounting)
• Strong background in complex credit structuring, customized lending, and balance sheet optimization
• Proven track record of delivering results in a highly competitive HNW environment
• Exceptional relationship management skills with the ability to engage senior-level and executive clients
• FINRA Series 7 and 66 (or equivalent) preferred for immediate registration

Pay

$185,000.00 - $300,000.00