Finding the best job has never been easier
Wells Fargo Head Dedicated Client Delivery – Corporate Investment Banking United States, North Carolina, Charlotte 800074170
Share
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
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.
These jobs might be a good fit
