Financial Sponsors Principal Relationship Manager
Financial Sponsors Principal Relationship Manager
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Job Description
About this role:
Wells Fargo is seeking a Principal Relationship Manager for the Financial Sponsors Coverage team within Specialized Industries as a part of Commercial Banking. Learn more about the career areas and lines of business at .
In this role you will:
Serve as an expert advisor to middle market private equity firms (PE firms or Financial Sponsors) across the United States with a focus on providing the full suite of commercial and investment banking products and services with an emphasis on debt and equity capital raising and M&A solutions
Initiate and maintain relationships with key commercial and investment banking partners across the Wells Fargo platform
Work closely with senior and junior colleagues across numerous PE firms to identify opportunities to provide capital raising and advisory solutions to their respective portfolio companies with a heavy emphasis on sell-side M&A assignments portfolio company monetization leverage financing activities and related solutions
Strategically lead the delivery of the full suite of solutions offered by Wells Fargo to Financial Sponsors
Meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation by engaging product organizations to develop client specific solutions leveraging a solid understanding of clients businesses strategic objectives operational priorities and financial positions; may coordinate highly complex activities and resolutions
Provide vision leadership and industry expertise regarding Financial Sponsors strategies that significantly influence Wells Fargos business and financial operations
Strategically lead at all levels across the enterprise to improve processes and risk control resolve client issues while achieving Wells Fargos business objectives and represent the company externally; serve as an expert advisor to leadership represent the company externally as an expert and act as a mentor for less experienced colleagues
Review understand and offer the full suite of solutions offered by Wells Fargo to commercial and investment banking clients to meet the most complex needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions leveraging a solid understanding of clients businesses strategic objectives operational priorities and financial positions
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems such as Customer Relationship Management systems
Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients by cultivating relationships through your existing network
Required Qualifications:
10 years of Mid-Corporate Relationship Management experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education
Desired Qualifications:
Commercial and investment banking account relationship management experience within the Financial Sponsor segment
Comprehensive knowledge and understanding of core banking products and services such as commercial lending treasury management and investment banking
Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents)
Completion of formal credit training program
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 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
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 63 and 79 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. 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. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018 the Securities Industry Essentials (SIE) exam co-requisite is required
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
This position is subject to FINRA Background Screening Requirements including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws Article III Section 3 which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
Ability to travel up on a frequent basis
#commercialbanking
Locations:
550 South Tryon Street - Charlotte North Carolina 28202
171 17th Street Northwest - Atlanta Georgia 30363
211 W Main St. - Bozeman Montana 59715
125 High Street - Boston Massachusetts 02110
10 South Wacker Street - Chicago Illinois 60606
1445 Ross Avenue - Dallas Texas 75202
2500 City West Boulevard - Houston Texas 77042
333 South Grand Avenue - Los Angeles California 90071
150 East 42nd Street - New York New York 10017
100 North 18th Street - Philadelphia Pennsylvania 19103
333 Market Street - San Francisco California 94105
100 North Ashley Street - Tampa Florida 33602
700 K Street Northwest - Washington DC 20006
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements skills experience or work location. The range listed is just one component of the compensation package offered to candidates.
$207900.00 - $431900.00Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits many of which are listed below. VisitBenefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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:
8 Jun 2025*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit Market Financial Crimes Operational Regulatory Compliance) which includes effectively following and adhering to applicable Wells Fargo policies and procedures appropriately fulfilling risk and compliance obligations timely and effective escalation and remediation of issues and making sound risk decisions. There is emphasis on proactive monitoring governance risk identification and escalation as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process visitDisability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Required Experience:
Manager
Employment Type
Full-Time
