דרושים Front Office Credit - Spg Quant Executive Director ב-Wells Fargo ב-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.

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:

• Underwrite new transactions either as part of a team alongside a lead underwriter or as the 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
• Run 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
• Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
• Present to senior approvers and risk committees: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
• Portfolio Management: oversee the production of 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 team members: provide training, guidance, and feedback to support their development and strengthen team capabilities

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 managing 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
• Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions
• Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings
• 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
• Strong 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.

The Role

In this role, you will:

• Coverage Model & Staffing: Oversee the design, implementation, and execution of processes related to coverage model, banker staffing, and placement of bankers.
• Sales Support: oversee and lead our centralized support team designed to support key activities in support of our banker.
• Sales Process Optimization: Map and continuously improve the end-to-end sales process from lead generation to post-sale handoff across all channels. Define key sales stages and criteria, identify bottlenecks, and streamline workflows to enhance employee capacity and customer experience.
• Compensation & Incentives: Partner with HR team to design sales compensation and incentive plans and monitor the adoption and efficacy of incentive programs based on performance data
• Risk & Compliance Oversight: Provide oversight of risk activities including issues management, controls execution, risk program management, and audit/testing engagement.
• Banker Productivity Program: Develop and maintain an “always on” banker productivity plan across all roles, segments, and geographies, that tracks to and with performance feedback loop, enablement, initiatives, and outcome to get peak performance on bankers by tenure.

Required Qualifications:

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

Desired Qualifications:

• Deep understanding of Small and/or Business Banking and Lending
• Experience leading a team focused on business segment strategy, profitability and revenue generating opportunities
• 8+ years of experience in sales operations, business execution, or related fields, with at least 4+ years in a leadership role
• Proven experience leading large, cross-functional teams and driving enterprise-level process improvements
• Strong understanding of CRM systems, sales enablement tools, and data-driven decision-making
• Demonstrated ability to design and implement sales compensation and incentive programs
• Experience managing risk and compliance programs in a sales or financial services environment
• Experience with building and develop a high-performing team culture focused on innovation, accountability, and continuous improvement
• Excellent communication, collaboration, and stakeholder management skills

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.

The Role

This role is responsible for:

• Articulating a unified transformation vision for Banking Operations—defining what we aim to achieve, why it matters, and how it drives value;
• Aligning transformation goals with business strategy, establishing a clear roadmap and executing delivery in partnership with key partner (incl. Technology);
• Ensuring that all initiatives are purpose-driven and powered by advanced technologies, accelerating innovation and maximizing operational excellence.

Responsibilities include:

• Build and lead a high-performing Transformation Office, establishing routines that ensure transparency, track deliverables, monitor key metrics, and manage risk.
• Leverage advanced technologies to drive transformation, fostering innovation, operational excellence and scalable growth.
• Assess program interdependencies and frame complex decisions, balancing business and technology tradeoffs to provide clarity to executive leadership.
• Foster a culture of trust, accountability, innovation, and transparency, enabling Banking Operations to successfully adopt and evolve transformational changes.
• Deliver executive-level transparency and oversight, through strategic networking, presentations, and reporting to senior leadership and regulatory bodies..

Required Qualifications:

• 8+ 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.
• 4+ years of management experience.

Desired Qualifications:

• Seasoned senior leader demonstrating progressive responsibility in leadership positions with strong customer & digital leadership experience, including operational experience.
• Demonstrated a strong history of execution, exceptional business acumen and critical thinking, proven ability to lead change in a large-scaled and complex organization, and experience with cutting-edge technology (GenAI, ML).
• Experience leading large, complex, cross-functional programs in a fast-paced, complex, and dynamic environments.
• Experience building and delivering transformational roadmaps, inclusive of people, process, systems, and technology.
• Expert cutting-edge technical aptitude and proven execution, driving Automated Intelligence and Machine Learning to deliver meaningful outcomes .
• Ability to manage effectively in a matrixed organization, create a strong collaborative environment, develop partnerships with many business and functional areas across Wells Fargo.
• Effective relationship management and the ability to influence and create an environment that fosters collaboration and credible challenge across multiple levels of the organization.
• Strong communication skills, both verbal and written; effective in communication across variety of audiences and constituencies, including executive management.
• Ability to translate complex technical concepts so that they are clearly understood in support of sound decisions.
• Ability to understand operational impacts of technical decisions; able to translate to both technical and non-technical teams.
• Proven change leader with the ability to drive multiple work streams at once as an “influencer”, driving results; operational experience a plus.
• Background and passion for talent development and models the value of an inclusive workplace .
• “Roll up your sleeves hands- on” leadership style with strong bias for action.
• Demonstrated experience in customer-centric design/ journey mapping & current technology practices (Agile, Cloud Computing/SaaS, Analytics & Data Management, etc.) is desired.
• Effectivedecision-making/criticalthinking/problem solving skill that is execution-focused and results oriented.
• Self-directed, results driven, and comfortable with ambiguity; i.e.; comfortable taking a vague initiative and creating a definitive plan.
• Strong ability to maintain a strategic perspective while managing detailed tasks.

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.