Senior Lead Technology Commercial Banking Relationship Manager

Wells Fargo is seeking a Senior Lead Technology Banking Relationship Manager to join our New York City technology banking team. This individual will cover growth stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. Learn about the career areas and lines of business at www.wellsfargo.com/careers .

In this role, you will:

• Develop, retain, and grow complex client relationships by understanding the needs and priorities of clients and financial decision makers
• Drive revenue generation across Wells Fargo’s platform by proactively identifying new credit and non-credit opportunities for new and existing clients
• Handle all aspects of originating, structuring, and executing bank lending and other credit related products
• Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups
• Perform financial analysis and underwriting in the areas of credit, cash flow and collateral
• Identify and qualify top prospects in the market and then introduce them to our firm and our unique capabilities
• Partner with existing clients to ensure we are helping them meet their current and future needs
• Develop trusted relationships at the operational, c-suite, and board of director levels
• Stay informed of industry trends, market news, and emerging technology
• Represent our team in the market by hosting unique events, networking with influencers, and attending conferences
• Drive relationship planning activities to deliver the full suite of bank solutions
• Maintain sales and pipeline disciplines by keeping information current in relevant systems

Required Qualifications:

7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Fundamental knowledge of the technology ecosystem
• Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Completion of formal credit training program
• Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
• Commercial banking account relationship management experience within the Middle Market segment
• Demonstrated experience working collaboratively to deliver the organization to clients and prospects
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships
• Experience developing and maintaining external and internal partnerships
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills

Job expectations:

This position is not eligible for Visa sponsorship

This position offers a hybrid work schedule

Specific compliance policies may apply regarding outside activities 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. Information will be shared about expectations during the recruitment process

Ability to travel up to 30% of the time

Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.  In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards.  Wells Fargo will initiate the FINRA review process at the time of offer acceptance ​

Obtaining FINRA Series 63 and Series 79, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted.  ​

Compliance with state law registration and licensing requirements is mandatory. ​

Specific compliance policies may apply regarding outside activities 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. Information will be shared about expectations during the recruitment process  ​

For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required ​

This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents

#commercialbanking

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$191,000.00 - $305,000.00