Wells Fargo Head Client Lifecycle Management Middle Office 

United States, North Carolina, Charlotte 

986328854

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 Middle Office is a new team that is being created to support relationship team members in Corporate & Investment Banking and Commercial Banking with 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.

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 Banking and Commercial Banking clients while continuing to optimize the way we deliver the firm to them.

In this role, you will:

• Manage and develop two or more specialized teams of managers and professional individual contributors within a Middle Office support function for Corporate & Investment Banking
• Lead the build of a Middle Office responsible for supporting the ongoing needs of Corporate & Investment Banking’ and Commercial Banking’s established relationships
• Successfully implement and manage the new organizational model for Middle Office, and continue to evolve the Middle Office concept over time
• 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 (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 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.

Pay Range

$120,400.00 - $262,600.00

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.