Wells Fargo Head Dedicated Client Delivery – Corporate Investment Banking 

United States, North Carolina, Charlotte 

800074170

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.

In this role, you will:

• Lead the build of a dedicated client delivery team responsible for the ongoing needs of Corporate & Investment Banking’s established relationships
• Partner with CIB Client Delivery leadership to reimagine and optimize the Client Delivery function
• Successfully implement and manage the new organizational model for dedicated client delivery
• Continue to evolve the dedicated 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 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 as requested
• 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 within Capital Markets and Corporate Investment Banking
• 4+ years of experience in managing teams located in other geographies.
• Experience managing a team of 100+ employees and responsible for annual reviews, hiring and staffing initiatives with a track record of building and optimizing teams
• Proven track record of transformational leadership; ability 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.
• Experience upscaling and development of strong team culture
• Experience managing CIB’s larger portfolios of clients.
• Knowledge of other CIB products withing Markets, Investment Banking, and CRE
• Able to adjust to new situations, approaches, and ideas, respond to unexpected challenges, pivot when necessary, and adjust plans and strategies as needed
• Ability to interact with all levels of an organization and excellent verbal, written, and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills
• 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 10%

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.