Wells Fargo Global Financial Institutions Trade Leader 

United States, North Carolina, Charlotte 

60138792

In this role, you will:

• Manage and develop teams of individual contributors or managers sourcing new clients or growing existing relationships for a given product or specialty with moderate complexity and risk
• Interact directly with external clients and develop a team to anticipate and understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
• Organize sales activities for prospective clients and develop a marketing strategy in partnership with coverage team leadership, ensuring proactive selling and presentation of tailored financial solutions to clients and profitable growth of the specialty product
• Manage moderately complex or strategic and multi-product specialty transactions, including providing oversight of opportunity analysis, structuring, and internal coordination of financing requests
• Resolve internal escalations and represent the company externally to resolve client issues and achieve business objectives
• Identify and recommend opportunities for process improvement and risk control development
• Collaborate with and consult with all levels of professionals, including senior managers, and partner with the product management team to implement new product initiatives and influence financial operations
• Partner with product management functional partners to provide vision, leadership, and industry expertise on evolving market needs, leading to the development of significant cross-functional process improvement and risk control development
• Manage allocation of people and financial resources to ensure financial and business goals are met and align with strategic objectives for area of responsibility
• Develop and guide a culture of talent development to meet business objectives and strategy
• Determine appropriate strategy and actions of functional area to meet to high-risk deliverables; interpret and develop policies and procedures for function with moderate complexity within scope of responsibility
• Develop and guide a culture of talent development to meet business objectives and strategy in building and maintaining effective relationships with existing clients within their product(s) or functional area, including sharing relevant information with coverage team partners
• Lead the team to review and analyze moderate to highly complex and strategic client portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage,collateral/enterprisevalue analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
• Interact directly with external clients within the context of individual deals and client relationships and develop a team to anticipate and understand clients’ businesses, strategic objectives, operational priorities, and financial positions to identify opportunities for modifications, renewals, and refinancings
• Manage a team of individuals and provide leadership for moderate to highly complex modifications, renewals, and refinancings, including assessing a client’s financial position and risk level for both prospective clients and existing clients
• Collaborate with and influence all levels of professionals, including senior managers to lead the strategy and resolution of moderate to highly complex scenarios and unique challenges by synthesizing industry and economic trends, including legal and regulatory issues, in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
• Ensure the initial set up and management of the portfolio adheres to all applicable credit policies or compliance requirements and prepare for periodic exams by internal and external auditors
• Partner with product management functional partners to provide vision, leadership, and industry expertise on evolving market needs, leading to the development of significant cross-functional process improvement and risk control development
• Provide leadership and expertise on multi-faceted issues to multiple levels of management and lead a team to implement significant solutions, new product initiatives, and influence financial operations
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives for area of responsibility

Required Qualifications:

• 6+ years of secured and/or specialized lending relationship management or portfolio management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• Successful business leader, experienced in leading large-scale cross-functional teams, with proven record of delivering change with high impact results
• Strong collaborative leadership style and ability to increase effectiveness and performance by assigning accountabilities, planning, monitoring, and appraising results
• Demonstrated success in developing and executing on a strategic vision, corresponding business goals, and leading a complex business to achieve financial goals
• Ability to set expectations, communicate and ensure team member alignment with overall business strategies and operational alignment with Wells Fargo risk appetite
• Outstanding verbal, written and interpersonal communication skills to communicate clearly and concisely to an audience that includes clients/prospects, staff, and senior management

Job Expectations:

• Moderate Travel internationally
• Willingness to work on-site at stated location on the job opening.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

will share job description with the recruiting team

Pay Range

$159,000.00 - $305,000.00

1 Sep 2025

Wells Fargo Recruitment and Hiring Requirements:

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