Associate Sponsor Credit - Technology Finance jobs at Wells Fargo in United States, Boston

In this role, you will:

• Independently acquire, retain, and grow early-stage technology client relationships and lead team while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback

• Review, understand, and offer the full suite of solutions offered by Wells Fargo to technology companies to meet client’s needs that 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

• Independently lead or resolve initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements

• Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues

• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

• Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

• Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

• Represent Wells Fargo Technology Banking Group in conference and forums to drive visibility and awareness of our capabilities

Required Qualifications:

• 5+ 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:

• Understands commercial banking segments, technology, venture capital ecosystem and risks for companies within the Technology industry, including pre-profit VC-backed companies

• Proven ability to develop and execute a sales strategy resulting in successful sourcing new clients

• Account relationship management experience and treasury management product knowledge

• Experience developing external and internal partnerships

• Existing in-market network and trusted technology industryrelationships-operational,C-suite and/or board levels

• Effective organizational, multi-tasking, and prioritizingskills

• Commercial credit acumen or commercial underwriting experience

• Complex Treasury Management product knowledge

• Bachelor’s and/or Master’sdegree preferred

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.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums

• Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)

• Coordinate the due diligence process, including third party due diligence (Quality of Earnings, background investigation reports, etc.)

• Participate in diligence meetings with prospective clients and communicate key takeaways from the meeting to senior management

• Present transactions to senior management in a clear and concise manner with well-reasoned support

• Review all pertinent documentation to ensure transactions are documented and approved per policy

• Coordinate the loan closing logistics and oversee onboarding of new clients, coordinate introductions and account handoff to portfolio management teams

• Help with the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment

Required Qualifications:

• 5+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in sponsor finance at a commercial bank, investment bank or finance company

• Excellent proficiency in accounting and financial modeling

• Strong analytical skills, with heightened attention to detail and accuracy

• Strong verbal and written communication skills

• Ability to work in a fast-paced, deadline-driven environment

Job Expectations:

• Ability to travel up to 10% of the time

• 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

Location:

• 125 High Street - Boston, Massachusetts 02110

• 1800 Century Park East – Los Angeles, California 90067

Boston – Pay Range: $138,500-$287,600

Los Angeles – Pay Range: $126,400-$262,000

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums

• Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)

• Coordinate the due diligence process, including third party due diligence (Quality of Earnings, background investigation reports, etc.)

• Participate in diligence meetings with prospective clients and communicate key takeaways from the meeting to senior management

• Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support

• Review all pertinent documentation to ensure transactions are documented and approved per policy

• Coordinate the loan closing logistics and oversee onboarding of new clients, coordinate introductions and account handoff to portfolio management teams

• Help with the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment

Required Qualifications:

• 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in sponsor finance at a commercial bank, investment bank or finance company

• Excellent proficiency in accounting and financial modeling

• Strong analytical skills, with heightened attention to detail and accuracy

• Strong verbal and written communication skills

• Ability to work in a fast-paced, deadline-driven environment

Job Expectations:

• Ability to travel up to 10% of the time

• 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

Locations:

• 125 High Street - Boston, Massachusetts 02110

• 1800 Century Park East – Los Angeles, California 90067

Boston – Pay Range: $100,800-$179,200

Los Angeles– Pay Range: $92,400-$164,400

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums

• Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)

• Coordinate the due diligence process, including third party due diligence (Quality of Earnings, background investigation reports, etc.)

• Participate in diligence meetings with prospective clients and communicate key takeaways from the meeting to senior management

• Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support

• Review all pertinent documentation to ensure transactions are documented and approved per policy

• Coordinate the loan closing logistics and oversee onboarding of new clients, coordinate introductions and account handoff to portfolio management teams

• Help with the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment

Required Qualifications:

• 4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in sponsor finance at a commercial bank, investment bank or finance company
• Excellent proficiency in accounting and financial modeling
• Strong analytical skills, with heightened attention to detail and accuracy
• Strong verbal and written communication skills
• Ability to work in a fast-paced, deadline-driven environment

Job expectations:

• Ability to travel up to 10% of the time

• 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

Locations:

• 125 High Street - Boston, Massachusetts 02110

• 1800 Century Park East – Los Angeles, California 90067

Boston – Pay Range: $115,900-$206,100

Los Angeles – Pay Range: $106,300-$188,900

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.