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Wells Fargo CIB Senior Relationship Manager MD Level 
United States, New York, New York 
212289048

17.04.2025


In this role, you will:

  • Responsible for overall senior relationship connectivity, development, and sponsorship with Wells Fargo’s leading strategic client relationships with traditional and alternative asset managers
  • Engage in regular communications with the core coverage and Leadership teams across CIB and broader Wells Fargo organizations
  • Work closely with internal partners to understand each respective area’s strengths, value propositions and areas of development to represent those differentiated capabilities to our clients
  • Represent and advocate for their clients’ particular needs and interests within the overall Wells Fargo organization and share objective assessments of future business opportunities internally
  • Develop strong relationships to create sustainable economic value for Wells Fargo by delivering solutions through product capabilities and cross-platform collaboration
  • Consistently meet and exceed client expectations, and be viewed as a trusted advisor to C-Suite and senior management
  • Connect senior management of Wells Fargo to client leadership to broaden the strategic firm-to-firm relationship


Required Qualifications:

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


Desired Qualifications:

  • 10+ years of institutional capital markets experience in sales, trading, portfolio management, relationship management or investment banking with a minimum of 5 years of institutional relationship management coverage experience with large and complex traditional and alternative asset managers
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to interact with all levels of an organization
  • Deep understanding of asset management industry, critical functions and services
  • Proven track record of client development and retention
  • Willingness to provide list of references from large traditional and alternative asset managers
  • Strong leadership skills and ability to build internal team member support and consensus, navigate complicated organizations and marshal required resources
  • Strong communication, marketing and negotiation skills
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • You are enthusiastic, self-motivated, and are a positive role model for others


Job Expectations:

  • Ability to travel up to 20% or as needed
  • Registration for FINRA Series 7 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 79 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.

Pay Range

$207,900.00 - $431,900.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

29 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

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