דרושים Senior Associate Sponsor Credit - Technology ב-Wells Fargo ב-United States, Boston

In this role, you will:

• Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of highly complex activities and guidance to others
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale and cross functional
• Lead Treasury Management Consulting projects and teams, or serve as peer mentor
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

Required Qualifications:

• 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience working with Mid Corporate Sales/Segmentsmanaging a $10M+ book of business

• Active Certified Treasury Professional Designation (CTP)

• Strong ability to negotiate & influence various audiences at multiple levels

• Exceeded established sales and customer satisfaction goals

• Excellent verbal, written, and interpersonal communication skills

• Strong presentation skills (verbal, written, PPT, etc.)

Job Expectations:

• Travel up to 40% of the time
• This opportuity provides a hybrid work schedule at the posted location
• Not eligible for visa sponsorship

Specific compliance policies may apply regarding outside activities and/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.

In this role, you will:

• Act as a top subject matter expert to lead complex, innovative, and diverse initiatives with enterprise impact, high risk or with significant scope, cost, and benefits
• Lead the sourcing of new clients or growing of existing relationships for a given product or specialty, with a particular focus on growing mid-corporate and Corporate & Investment Banking relationships
• Lead the strategy and resolution of the most complex and significant challenges across multiple areas, delivering solutions that are long-term, large-scale, broad-reaching, and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and resolution
• Understand clients’ businesses, strategic objectives, operational priorities, and financial positions to grow strategic relationships within the context of individual deals and client relationships
• Provide vision, leadership, and industry expertise regarding large-scale companywide strategies that significantly influence the organization's business and financial operations
• Provide subject matter expertise to peers and leaders in partnership with coverage teams, as well as work on the most complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval
• Strategically lead all levels of professionals and managers across the enterprise; serve as an expert advisor to leadership
• Represent the company externally to resolve client issues and achieve business objectives
• Partner with product management functional partners to provide vision, leadership, and industry expertise on evolving market needs that significantly influence the business and improve financial outcomes, including large-scale, cross-functional, or companywide strategies
• Serve as a mentor for less experienced individuals

Required Qualifications:

• 10+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proven track record of originating and structuring ABL transactions, particularly in the Consumer & Retail sectors.

• Strong understanding of ABL structures, collateral types (AR, inventory, equipment), and credit fundamentals.
• Excellent communication, negotiation, and presentation skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Bachelor’s degree in Finance, Business, or related field; MBA or relevant certifications preferred

​Job Expectations:

• Travel up to 50%
• 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 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

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:

• Design, develop, and deploy AI applications using Enterprise APIs, LLM's, agent frameworks, and other related technologies
• Collaborate with enterprise teams to integrate LLM models with the existing products and systems
• Develop and maintain large scale applications using Java, Python, OpenShift containers, and other relevant technologies
• Stay up to date with the latest advancements in AI, LLM second agentic frameworks and apply this knowledge to improve existing systems and develop new ones
• Troubleshoot and resolve complex technical issues related to applications and models
• Assist other individuals in advanced software development

Required Qualifications:

• 4+ years of Specialty Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+years experience in software development
• 4+ years experience in Python, java, OpenShift containers, and other relevant technologies
• 3+ years of AI and ML concepts, including deep learning, natural language processing and computer vision

Desired Qualifications:

• Knowledge of Chatbots, Transformer models, SWE-Bench is preferred
• Excellent problem-solving skills with the ability to troubleshoot and resolve complex technical issues
• Strong collaboration and communication skills with the ability to work effectively with cross functional teams
• Experience with the agile development methodologies and version control systems such as GIT
• Certification in AI, machine learning or a related field
• Bachelor’s or Master’s degree in computer science, artificial intelligence or a related field

125 High St. - Boston, Massachusetts 02110

300 S Brevard Street, Charlotte, NC 28202

150 E 42nd St. - New York, NY 10017

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:

Wells Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. This role is responsible for supervisory oversight of practices within the Branch(es). You will ensure the firms’ requirements for supervision are in adherence with regulatory, compliance and legal requirements. The Senior Supervisory Control Specialist understands the complexity, partnership needs and customer service requirements that come with managing this process. You will work with business partners and the field as needed to navigate the firm’s solutions to provide the best resolutions for them and their clients, all while mitigating risk. You must act with integrity and a high level of professionalism with all levels of employees and management across the organization and Independent Offices. Additionally, you will partner with areas of Compliance, Legal and the Line of Business, as needed, in addressing concerns and issues as it relates to the Wells Fargo Clearing Services (WFCS) Financial Advisors and associated Brokerage locations.Learn more about the career areas and lines of business at

In this role, you will:

• Conduct ongoing monitoring to ensure conformity with internal policies, applicable laws and regulations
• Have responsibility to supervise the activities of representatives (e.g., financial advisors) to ensure their compliance with FINRA and SEC rules and regulations, as well as federal and state laws
• Implement and monitor policies and procedures
• Provide regular reporting to Governance Leadership, Markets and Division to ensure that the activity complies with all regulatory and firm policies
• Make decisions and resolve issues regarding compliance, supervision policies, practices, hiring, disciplinary actions and training
• Monitor sales review activities, coordinate proper staff and coverage and develop and implement training plans within CRG to meet business objectives
• Meet regularly with risk and business partners as well as serve as a primary business contact on key initiatives with Wealth, Compliance, Risk, regional management, and other home office departments
• Manage allocation of people and financial resources for Supervisory Control

Required Qualifications:

• 4+ years of Supervisory Control, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9/10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 66 examination (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• Experience partnering with business, compliance and operational partners to address concerns, resolve complex issues and provide solutions
• Ability to exercise independent judgment to identify and resolve problems
• Ability to interact with all levels of employees and management across the organization and Independent Offices
• Excellent verbal, written, and interpersonal communication skills
• Negotiating, conflict-management, and decision making skills
• Ability to take initiative, work independently, identify opportunities, and implement change
• Ability to lead projects/initiatives with high risk and complexity
• Ability to manage multiple and competing priorities
• 4+ years of financial services industry experience
• Experience in branch office supervision, compliance, broker-dealer governance, sales supervision

Job Expectations:

• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. 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
• This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatoryquestions/disclosures,will be ineligible to work from a location other than their assigned office location
• May be expected to travel up to 35% of the time
• 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.
• This position is not eligible for Visa sponsorship.

Job Location:

• 125 High Street - Boston, Massachusetts

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:

• 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.