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Wells Fargo Head Global Client Lifecycle Team Support –– Corporate Investment Banking United States, North Carolina, Charlotte 461368035
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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 Team Support is a new position for CIB Client Lifecyle Management. The incumbent will lead a newly formed team of managers and individual contributors focused on providing non-dedicated client delivery for CIB’s relationships with occasional support needs. The team will be based in the U.S. as well as Bangalore and Hyderabad, India. Team Support seeks to create an efficient support delivery channel for less-established relationships and those with infrequent support requirements.
In this role, you will:
- Lead the build of a non-dedicated client delivery team responsible for the needs of Corporate & Investment Banking’s relationships
- Successfully implement and manage the new organizational model for team support, and continue to evolve the team support concept over time
- Manage and develop two or more specialized teams of managers and professional individual contributors within the team support function for Corporate & Investment Banking
- Contribute to the successful hiring, training, and development of a new team in Bangalore and Hyderabad, India
- Develop and guide a culture of talent development to meet business objectives and strategy
- 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, specifically with Capital Markets and Corporate & Investment Banking
- 4+ years of experience in managing teams located in other geographies.
- Experience managing teams with 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.
- Experience developing, enhancing and standardizing Global processes and framework for Corporate and Investment Banking client lifecycle needs
- Experience developing risk process and procedures and initiatives in RCSA. Deep knowledge of regulatory risk and compliance for Corporate and Investment Banking.
- Ability to interact with all levels of the organization along with excellent communication with Senior and Executive level partners Globally.
- Experience building and maintaining effective relationships with customers and internal partners
- Excellent verbal, written, and interpersonal communication skills
- High level of initiative and accountability
- Basic knowledge and understanding of treasury management and/or other relevant corporate banking products
- Change management or project management experience is a plus
Pay Range
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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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