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Wells Fargo Head Client Lifecycle Management Middle Office India, Telangana, Hyderabad 447387157
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About this role:
Wells Fargo is seeking a Head of Client Lifecycle Management in Middle Office for Invesment and Commercial Banking in India & Philippines, Business Execution Executive.
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 Middle Office is a new team that is being created to support relationship team members in Corporate & Investment Bankingand Commercial Bankingwith end-to-end duties associated with the client lifecycle.Duties may include handling client account and/or product issues, partnering with internal teams to resolve ad-hoc client inquiries, performing a variety of bulk maintenance updates, remediations, facilitating customer offboarding, and other associated tasks to ensure client and internal requirements are met.
In this role, you will:
- Manage and develop two or more specialized teams of managers and professional individual contributors within the relationship support function for a large regional banking office or multiple offices with moderate to high complexity and risk
- Lead the build of a Middle Office responsible for supporting the ongoing needs of Corporate & Investment Banking’and Commercial Banking’sestablished relationships
- Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers
- Identify opportunities and strategies for process improvement and risk control development
- Oversee customer operations, which may include initiation and accuracy of loan documentation
- Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and addressing deficiencies
- Lead Business Relationship Support team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables
- Interpret and develop 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 in Business Relationship Support
- Develop and guide a culture of talent development to meet business objectives and strategy
Required Qualifications:
- 8+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years of management or leadership experience
Desired Qualifications:
- 8+ years of experience in client relationship management, specifically with Capital Markets, Corporate & Investment Banking,and Commercial Banking
- 4+ years of experience in managing teams located in other geographies (global)
- Experience managing teams with 100+ employees and responsible for annual reviews, hiring and staffing initiatives with a track record of building and optimizing teams –
- 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 and accountability
- Experience developing, enhancing and standardizing Global processes and framework for Middle Office procedures.
- Experience developing risk process and procedures and initiatives in RCSA. Deep knowledge of regulatory risk and compliance for Corporate and Investment Bankingand Commercial Banking.
- Ability to interact with all levels of the organization along with excellent communication with Senior and Executive level partners globally.
- Knowledge and understanding of treasury management and/or other relevant corporate banking products
- Proven client-centric approach and ability to build and maintain successful relationships with key internal partners
- Change management or project management experience is preferred.
Job Expectations:
The Head of Client Lifecycle Management Middle Office is a new position for Client Lifecyle Management.The incumbent will lead a newly formed team of managers and individual contributors focused on providing support to relationship team members in meeting the day-to-day requirements of Corporate & Investment Bankingand Commercial Bankingclients while continuing to optimize the way we deliver the firm to them.
3 Apr 2025
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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