Senior Portfolio Manager Sponsors Cib Executive Director jobs at Wells Fargo in United States, Charlotte

In this role, you will:

• Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda.
• Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A assess market dynamics competitive positioning and key risks/mitigants.
• Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis.
• Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure.
• Coordinate closings: track conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal, and internal operations; ensure accurate booking and documentation.
• Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale.
• Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency.

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:

• Proficiency in accounting principles, financial statement analysis, and financial modeling.
• Familiarity in credit documentation, including term sheets, credit agreements, and intercreditor provisions.
• Strong analytical skills, with heightened attention to detail and accuracy
• Strong written and verbal communication skills.
• Ability to work in a fast-paced, deadline-driven environment
• Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures.
• Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)

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:

• 550 S Tryon - Charlotte, NC

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:

• Work in a consultative internal desk environment with responsibility for specific regions, while also supporting inbound calls to the consulting desk from all regions
• Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet solutions
• Develop strong knowledge of Wells Fargo Advisors market views, products and platforms
• Collaborate internally to deliver a strong Advisor experience
• Drive adoption of Wells Fargo products including investment solutions and lending products
• Lead complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale planning initiatives and growth opportunities in assigned markets
• Review, analyze, and research complex, multi-faceted business challenges within the Premier Channel area which require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of customers
• Make decisions on complex and multi-faceted development and growth strategies for designated markets requiring solid understanding of Premier Channel policies, procedures, and compliance requirements that influence and lead team to meet business objectives, deliverables and drive new initiatives
• Strategically collaborate and consult with mid-level to senior managers, colleagues, stakeholders, bankers, brokers, business leaders, and community leaders, including internal or external customers, to resolve issues, achieve growth in market share, and meet customer needs; serve as a peer mentor

Required Qualifications:

• 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
• Experience in a desk-based sales or consulting role within financial services, preferably supporting Financial Advisors or wealth management professionals
• Strong understanding of investment products, lending solutions, and deposit strategies across a full balance sheet
• Familiarity with Premier Channel dynamics, including advisor segmentation, service models, and client engagement strategies
• Demonstrated ability to drive sales performance through outbound calling, consultative engagement, and territory planning
• Ability to translate complex financial concepts into actionable strategies for advisors
• Proven success in advisor onboarding and enablement, including training, product education, and integration support

Job Expectations:

• Work from a Wells Fargo office 5 days/week
• Specific work schedule will align to assigned market(s)
• Ability to travel up to 25% of the time (1 week a month)
• FINRA Series 63 and Series 65 (or 66) 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.
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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.
• 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 not eligible for Visa sponsorship

Posting Locations:

• 550 S. Tryon Street - Charlotte, NC 28202
• 2801 Market Street - Saint Louis, MO 63103

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:

• Collaborate with Channel Leadership to develop and execute on a territory sales strategy
• Partner with Strategic Partners and Internal Centers of Influence to drive sales results
• Drive sales and Advisor participation across a wide range of Wells Fargo products to include investment sales, full balance sheet solutions and deposit balances
• Identify and pursue growth opportunities through strategic planning, market analysis, and advisor feedback
• Build and maintain strong relationships with Financial Advisors in the Independent Solutions Channel
• Provide coaching, education, and support to advisors to enhance their understanding and utilization of Wells Fargo products and platforms
• Facilitate onboarding and integration of new advisors into the Wells Fargo ecosystem
• Partner with Strategic Partners, Centers of Influence, and internal teams to coordinate efforts and maximize impact

Required Qualifications:

• 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognizedequivalents)
• Experience working with or supporting independent financial advisors, RIAs, or within an independent broker-dealer environment
• Deep understanding of the independent advisor business model, including operational flexibility, compliance nuances, and client service dynamics
• Proven ability to navigate complex organizational structures and influence without direct authority
• Familiarity with wealth management platforms, advisor technology tools, and digital engagement strategies
• Demonstrated success in territory management, including planning, execution, and performance tracking
• Ability to translate strategic goals into actionable sales plans tailored to diverse advisor practices
• Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings

Job Expectations:

• Territory-based travel (up to 50%) to engage directly with independent Financial Advisors and Registered Investment Advisors (RIAs) in the FiNet channel
• Willingness to work on-site at stated location on the job opening
• FINRA Series 63 and Series 65 (or 66) 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
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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
• 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 not eligible for Visa sponsorship

Job Location:

• 550 S. Tryon St. Charlotte, NC

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 moderately complex initiatives and deliverables within technical domain environments

• Contribute to large scale planning of strategies

• Collaborate with stakeholders to gather and document business requirements.

• Design and propose system modifications or new systems to improve efficiency.

• Design, code, test, debug, and document for projects and programs associated with technology domain, including upgrades and deployments

• Review moderately complex technical challenges that require an in-depth evaluation of technologies and procedures

• Resolve moderately complex issues and lead a team to meet existing client needs or potential new clients’ needs while leveraging solid understanding of the function, policies, procedures, or compliance requirements

• Collaborate and consult with peers, colleagues, and mid-level managers to resolve technical challenges and achieve goals

• Lead projects and act as an escalation point, provide guidance and direction to less experienced staff

​Required Qualifications:

• 4+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 4+ years of experience in Application Development in Java

• 3+ years of experience in systems analysis or a similar role

• 3+ years of experience in Data Base Technologies such as Oracle or Mongo DB

• 2+ years of experience in Cloud Implementation (Azure, Kubernetes, Google, or PCF)

• 1+ years of experience in processing payments

• Able to work as an independent contributor

Desired Qualifications:

• 4+ years of experience in Agile working environment such as Scrum or Kanban

• 3+ years of experience in Rest API

• 2+ years' experience with API Gateway and Containerization

• 1+ years of experience in Wire and ACH payments domain

• Knowledge about Stored procedure using Oracle

• Ability to learn and adapt to new technologies and products

Job Expectations:

• This position offers a hybrid work schedule

• This role is not eligible for Visa Sponsorship

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

• Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation.
• Review legal and credit approval documentation to confirm alignment with internal systems of record.
• Collaborate with deal teams, credit execution, and operations to ensure consistency and completeness of transaction data.
• Address and resolve complex issues, escalating as necessary to ensure timely resolution.
• Apply a strong understanding of bank policies, procedures, and regulatory requirements to ensure compliance.
• Partner with internal stakeholders to troubleshoot issues and drive process improvements.
• Exercise sound judgment and develop subject matter expertise in credit operations, procedures, regulatory reporting and data governance.
• Represent the CDA group in cross-functional initiatives and forums.
• Provide guidance and informal mentorship to junior team members, fostering a culture of continuous learning and operational excellence.

Required Qualifications:

• 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• In-depth experience within credit operations or related field
• Detailed understanding of credit documentation and corporate loan structures
• Knowledge of booking and closing processes
• Experience with credit systems such as LIQ, nCino, CoRS, ICMP, WCIS, ART, TRE, RCS, E-TRAC
• Exceptional attention to detail and a commitment to data accuracy
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced and complex environment to meet deadlines and achieve goals
• Proven ability to work independently and collaboratively across teams and organizational levels.
• Effective problem-solving and decision-making capabilities.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.

Job Expectations:

• Ability to work outside of normal business hours if needed

PostingLocations:

• Charlotte, NC - 550 S Tryon Street
• San Antonio, TX - 4101 Wiseman Blvd
• Minneapolis, MN - 90 S 7th Street

Pay Ranges:

• Charlotte, NC: $63,600 - $113,000
• San Antonio, TX: $63,600 - $113,000
• Minneapolis, MN: $63,600 - $113,000

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

As an Associate on the Sponsor Credit team, you will support the underwriting and portfolio management of credit facilities for sponsor-backed portfolio companies covered by Commercial Banking. You will also contribute to underwriting Wells Fargo’s credit commitments in combination with Overland Advantage. This role offers broad exposure to strategic transactions in a dynamic, fast-paced deal environment, with a focus on supporting the private equity sponsor ecosystem and driving loan growth.

In this role, you will:

• Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda
• Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A assess market dynamics competitive positioning and key risks/mitigants
• Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
• Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
• Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale
• Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency
• Mentor junior analysts: provide training, guidance, and feedback to support their development and strengthen team capabilities

Required Qualifications, US:

• 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 with complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies
• Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
• Well-versed in credit documentation, including term sheets, credit agreements, and intercreditor provisions
• Strong analytical skills, with heightened attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to work in a fast-paced, deadline-driven environment
• Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
• Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)

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:

• 550 S Tryon - Charlotte, NC 28202

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:

• Manage and develop a team of Business Execution Consultants while ensuring successful planning, integration, impasse resolution, and measurement of operations with moderate to high complexity and visibility
• Engage functional leaders to obtain resources, influence outcomes, address conflict, and ensure alignment with Wells Fargo's policies and business line objectives
• Identify potential risks when implementing change along with developing mitigation strategies and plans
• Recommend opportunities for Business Execution process improvement
• Determine appropriate strategies and actions of multiple business groups to meet moderate to high complex deliverables
• Interpret procedures and processes, and provide leadership to strategize and execute a variety of programs, services, and initiatives that are significant in scope, complexity, and risk
• Collaborate with and influence functional business partners, leaders, and executive management to provide support and drive strategic initiatives for the business
• Manage allocation of people and financial resources for Business Execution
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years Management or leadership experience

Desired Qualifications:

• Partner with Operations and Technology to build and deliver multiyear operational strategy supporting centralized Markets cash movements and funding functions.
• Experience managing large scale transformational initiatives, including automation and platform modernization
• Operations knowledge and experience with Capital Markets , Funding and Cash management, SWIFT Industry initiatives, Wire payments
• Experience with Prime, Securities Operations/Broker Dealer processes and/or applications and systems
• Working with Operations leadership team, Technology, and other support functions to assess multiple regulatory/industry obligations, Operational process improvements, Technology upgrades, and business growth opportunities to create a strategic plan for delivery across the change portfolio
• Exceptional relationship building skills with demonstrated ability to collaborate, negotiate and influence decision making
• Ability to exercise independent judgment, critical thinking, and resourcefulness to identify and resolve problems and incidents
• Ability to work effectively, prioritize work, and meet deadlines in a matrixed and dynamic team environment, across all organizational levels with flexibility, collaboration, and adaptability
• Advanced verbal, written, and interpersonal communication skills with demonstrated experience engaging and influencing stakeholders, and creating concise communications to senior leaders
• Aptitude to structure multiple tasks, work in an organized manner under pressure and time constraints

Job Expectations:

• This position offers a hybrid work schedule at the locations listed
• This position is not eligible for Visa sponsorship
• This position is not eligible for relocation

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.