Financial Sponsors Principal Relationship Manager, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
Atlanta
Boston
Chicago
Dallas
Irving
Los Angeles
New York
Philadelphia
San Francisco
Tampa
Washington

Category:
Finance

Contract Type:
Not provided

Salary:

207900.00 - 431900.00 USD / Year

Save Job

Apply Position

Job Description:

Wells Fargo is seeking a Principal Relationship Manager for the Financial Sponsors Coverage team within Specialized Industries as a part of Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com.

Job Responsibility:

Serve as an expert advisor to middle market private equity firms across the United States, with a focus on providing the full suite of commercial and investment banking products and services with an emphasis on debt and equity capital raising and M&A solutions
Initiate and maintain relationships with key commercial and investment banking partners across the Wells Fargo platform
Work closely with senior and junior colleagues across numerous PE firms to identify opportunities to provide capital raising and advisory solutions to their respective portfolio companies with a heavy emphasis on sell-side M&A assignments, portfolio company monetization, leverage financing activities, and related solutions
Strategically lead the delivery of the full suite of solutions offered by Wells Fargo to Financial Sponsors
Meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
may coordinate highly complex activities and resolutions
Provide vision, leadership, and industry expertise regarding Financial Sponsors strategies that significantly influence Wells Fargo's business and financial operations
Strategically lead at all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally
serve as an expert advisor to leadership, represent the company externally as an expert and act as a mentor for less experienced colleagues
Review, understand and offer the full suite of solutions offered by Wells Fargo to commercial and investment banking clients to meet the most complex needs that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems
Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network

Requirements:

10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Commercial and investment banking account relationship management experience within the Financial Sponsor segment
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending, treasury management, and investment banking
Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents)
Completion of formal credit training program
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships, building and retaining long-term client relationships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal communication skills

What we offer:

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

Additional Information:

Job Posted:
May 01, 2025

Expiration:
May 31, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Financial Sponsors Principal Relationship Manager

Wells Fargo

Location:United States, Charlotte ▼AtlantaBostonChicagoDallasIrvingLos AngelesNew YorkPhiladelphiaSan FranciscoTampaWashington

Category:Finance

Contract Type:Not provided