Wells Fargo Head Priority Client Delivery – Corporate Investment Banking 

United States, North Carolina, Charlotte 

402353500

Summary: Client Lifecycle Management, “CLM”, supports the end-to-end client journey, from pre-onboarding activities through onboarding, product fulfillment, and ongoing servicing of day-to-day customer requirements. The CLM Client Delivery team provides a high level of support to clients and relationship managers and acts as the customers' main point of contact for account and/or product issues, partnering with internal teams to resolve ad-hoc client inquiries, facilitating customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.

The Head of Priority Client Delivery is a new position for CIB Client Lifecyle Management. The incumbent will lead a newly formed team of managers and highly experienced individual contributors (Client Delivery Consultants) focused on providing bespoke support for CIB’s most strategic relationships. Priority Client Delivery will enhance customer loyalty and relationship experience through a more tailored, proactive engagement model, enhance our ability to track the needs and requirements of our highest priority customers, and continue to refine the way we deliver the firm to them. The team relies on deep client knowledge and offers full end-to-end ownership of the client experience.

In this role, you will:

• Lead the build of a priority client delivery team responsible for the ongoing needs of Corporate & Investment Banking’s most strategic relationships
• Partner with CIB Client Delivery leadership to reimagine and optimize the client delivery consultant (formerly Relationship Associate) function
• Successfully implement and manage the new organizational model for priority support
• Continue to evolve the priority client delivery concept over time through ongoing and proactive client engagement and partnership with Banking, CRE, and Markets leaders and Business Managers
• Manage and develop two or more specialized teams of managers and professional individual contributors within the client delivery function for Corporate & Investment Banking
• Develop and guide a culture of talent development to meet business objectives and strategy
• Participate in the identification and maximization of growth opportunities, including on-site calls with Relationship Managers
• Identify opportunities and strategies for process improvement and risk control development
• Interpret and uphold policies and procedures to effectively interact and negotiate with management, teams, and customers
• Collaborate and influence all levels of professionals, including more experienced managers
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives of Client Lifecycle Management

Required Qualifications:

• 8+ years of Relationship Support 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:

• 8+ years of experience in client relationship management and/or portfolio management preferred with key Priority Clients
• 4+ years of experience in managing teams located in other geographies (global)
• Experience managing a team of 30+ employees and responsible for annual reviews, hiring and staffing initiatives with a track record of building and optimizing teams
• Solid understanding of all Corporate Investment Banking product lines covering our Markets, Investment Banking and CRE products.
• Experience with high touch, best in class delivery measures for key priority CIB Clients.
• Proven track record of transformational leadership; able to articulate a clear vision for the team, inspire and motivate employees, guide employees through periods of change, and create a sense of ownership andaccountability
• Proven client-centric approach and ability to build and maintain successful relationships with all levels of the client organization as well as with key internal partners.
• Extremely articulate with ability to communicate with Senior and Executive level Leaders.
• Able to adjust to new situations, approaches, and ideas, respond to unexpected challenges, pivot when necessary, and adjust plans and strategies as needed
• Proven track record of identifying, assessing, and managing operational risk and implementing the necessary controls to mitigate operational risks that arise

Job Expectations:

• Travel up to 20%

Pay Range

$120,400.00 - $287,600.00

21 Feb 2025

Wells Fargo Recruitment and Hiring Requirements:

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