Early Stage Technology Relationship Manager jobs at Wells Fargo in United States, Chicago

About this role:

Lead CommercialRelationship Managerfor clients with annual revenue of$100MM to $2Bsupporting the Chicagoas part of the Commercial Bank.

In this role, you will:

• Develop, retain, and grow client relationships through 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; act as an advisor to guide and influence others in growing relationships
• Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
• Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
• Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and 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
• Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies

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:

Job Expectations:

Pay Range

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 unit’s risk appetite and all risk and compliance program requirements.

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 Secured Lending Underwriting team of individual contributors and managers in roles with moderate complexity and risk
• Engage and influence stakeholders, internal partners, and peers associated with Secured Lending Underwriting functional area or who are affected by its outcomes
• Identify and recommend opportunities for process improvement and risk control development within Secured Lending Underwriting functional area
• Manage the underwriting and loan closing functions within a geographic region
• Determine appropriate strategy and actions of a Secured Lending Underwriting team to meet moderate to high risk deliverables
• Interpret and develop policies and procedures for operations with moderate complexity within scope of responsibility
• Collaborate with and influence all levels of professionals, including experienced managers, as well interact directly with external customers
• Manage allocation of people and financial resources for Secured Lending Underwriting
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ years of Secured Lending Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• Experience working with Senior Leadership and Independent Risk Management
• Experience underwriting transactions in Inventory Finance , Asset-Based Lending groups or Commercial Banking
• B.A. degree or equivalent, preferably in Accounting, Finance or Economics
• M.B.A. or equivalent preferred

Job Expectations:

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

• Willingness to work on-site at stated location on the job opening.

• Specific compliance policies may applyregardingoutside 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

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.

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

• Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
• Present recommendations for resolving inquiries and service requests regarding customers' accounts
• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
• Provide information to internal partners and external sources to further enhance the customer experience
• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Provide self-service digital banking options to customers
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)
• Customer service focus with experience handling transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Strong verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
• Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
• Ability to make client calls and actively participate in the sales development process
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer- coaching
• Experience assessing customer needs and recommending products/services to fulfill those needs
• Experience using business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Adherence to Wells Fargo sales practices risk management culture
• Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
• State Insurance license(s) are required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.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
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
• A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• This position is not eligible for Visa sponsorship

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:

• Lead highly complex initiatives for financial, client and risk management within Securities Product Management
• Identify the origination, modeling, portfolio management and all risk management including compliance and operational risk
• Lead the strategy and resolution of highly complex initiatives that require an in-depth evaluation
• Complete work in accordance with all risk management, compliance and business process expectations
• Provide vision, direction and expertise to more experienced leadership on implementing innovative and significant business solutions
• Make decisions requiring solid understanding of policies, procedures and compliance requirements
• Conduct due diligence and portfolio administration as necessary and provide research on relevant industry trends
• Collaborate and consult with peers, colleagues and mid-level to more experienced managers to resolve issues and achieve goals
• Lead projects, teams or serve as a peer mentor

Required Qualifications:

• 10+ years of Securities Product Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 10+ years of experience in securities financing business
• Experience facilitating market and processes with key regulatory agencies
• Client relationships with market makers
• Extensive knowledge implementing intraday risk monitoring systems
• Experience driving financial resource efficiency
• Ability to streamline exchange and billing operations to optimize transaction costs

Job Expectations:

• Registration for FINRA Series 3 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
• Registration for FINRA Series 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 4 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 24 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• 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 CRF 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.

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:

• Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage Banking Manager
• Supervise individual contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales
• Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service
• Make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations; manage personal and team’s pipeline to effectively manage customer loyalty
• Leverage interpretation of policies, procedures, and compliance requirements while negotiating terms and taking applications
• Identify opportunities for process improvement and risk control development in low complexity functional areas
• Interact directly with external customers as well as collaborate and consult with peers, colleagues, and mid-level managers
• Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
• Manage allocation of people and financial resources for Private Mortgage Banking Sales
• Be responsible for selection, evaluation, and development of staff within Private Mortgage Banking Sales
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• Basic Microsoft Office skills
• Customer service experience
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of sales prospecting and generating referrals
• Documented retail residential mortgage purchase fundings over the past 12 months referred primarily from established, local, external sources

• Mortgage industry experience
• A BS/BA degree or higher
• 1+ year of leadership or management experience
• 1+ year of data analysis experience
• 1 + year of recruiting experience

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• Reliable transportation
• Ability to work nights, weekends, and/or holidays as needed or scheduled

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.

2026 Investment Banking Summer Associate

A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.

The 10-week Summer Associate Program is designed for MBA students between their first and second year. You’ll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today’s dynamic environment.

What to Expect

The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.

Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:

• Building valuation models and supporting transaction execution
• Conducting company and industry research
• Preparing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Collaborating with senior bankers on engagements across sectors and geographies
• Supporting the development of junior team members

Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.

Required Qualifications

• 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education

Desired Qualifications

• MBA with an expected graduation date of December 2026 to June 2027
• Strong verbal and written communication skills
• Ability to operate effectively both independently and in teams
• Advanced Microsoft Office (Excel, PowerPoint, Word) skills
• Track record of leadership or involvement in professional or academic initiatives

Positions are available in Chicago.

Pay Range:

IL (Chicago): $175,000 Yearly

This position may be 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.

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.

Commercial Real Estate Overview

Commercial Real Estate delivers a comprehensive suite of capital markets, banking, and financial products and services. Commercial Real Estate provides financing services to experienced real estate owners, developers, investors, and real estate investment trusts (REITs), through all stages of their growth and development. We've built the strongest commercial real estate lending platform in the industry.

• Real Estate Banking

WHAT THE PROGRAM OFFERS

You will work closely with the senior bankers in your office to underwrite real estate and develop a deep understanding of market fundamentals and borrower’s balance sheet profiles. You will also assist senior bankers when they meet with their clients on a regular basis to ensure we continue to meet their needs and to identify future opportunities. You will become an integral part of your office’s team and have the opportunity to assume a significant amount of responsibility that may include:

• Assembling complex financial models that project the potential financial performance of an asset as well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality.
• Researching specific real estate markets and assessing market data and trends affecting demand generators, risk presented by new supply, and comparable properties.
• Identifying credit issues early in the underwriting process and recommending ways to reduce exposure.
• Preparing borrower/guarantor financial reviews as well as writing memorandums focused on a borrower’s and guarantor’s adjusted net worth, leverage, liquidity, and other key risk factors, including cash flows and ability to service debt.
• Assist in developing pitches for prospective clients, create due diligence reports and track transaction and market data on an ongoing basis.
• Assist in developing all transaction documents including term sheet, offering memorandum and collateral data tape.
• Reviewing and assisting in the development of loan agreements and ancillary documents related to the closing of a transaction.
• Participating in property tours and site visits to develop a deeper understanding of the viability of the real estate and the related transaction.
• Engaging vendors to facilitate ordering and analyzing third-party reports, including appraisals, property condition reports, environmental reports, and costing analyses.

This is a 2 year program with a program start date of July 2026.

Pay Range:

• Chicago: $100,000 Annually

REQUIRED QUALIFICATIONS:

• 6+ months of Commercial Real Estate Relationship Management - Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

DESIRED QUALIFICATIONS:

CIB Commercial Real Estate Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes:

• Knowledge and understanding of financial markets
• Strong analytical skills with high attention to detail and accuracy
• Ability to be proactive, innovative and creative in meeting customer and enterprise needs
• Ability to initiate action, make difficult decisions, and generate creative solutions
• Ability to interact with integrity and a high level of professionalism with all levels of team members and management
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to shift priorities as workflow/volume dictates
• Ability to take on a high level of responsibility, initiative, and accountability
• Ability to work effectively in a team environment
• Good verbal, written, and interpersonal communication skills
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• A BS/BA degree or higher with an expected graduation in December 2025 or May/June 2026

This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17fof 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.

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.