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Lead Wealth Management Banker - Professional Services (LSG)

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , San Francisco

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Category:
Banking

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Contract Type:
Not provided

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Salary:

143000.00 - 224000.00 USD / Year
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Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. Provides support to WIM in providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. BL&T further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.

Job Responsibility:

  • Lead complex initiatives within Wealth Management Banking - Professional Services functional area, including those that are cross-functional and that have broad impact
  • Work as key participant in large-scale planning for Wealth Management Banking - Professional Services functional area
  • Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
  • Make decisions in complex and multi-faceted situations requiring solid understanding of Wealth Management Banking - Professional Services functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
  • Collaborate and consult with Wealth Management Banking - Professional Services peers, colleagues, and middle to more experienced level managers to resolve issues and achieve goals
  • Lead Wealth Management Banking - Professional Services projects and teams, or serve as a peer mentor

Requirements:

5+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • Consumer and commercial client, mortgage or private banking experience including working with professional services firms (legal services)
  • Experience working with clients in the High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) space
  • Experience consistently delivering strong sales performance
  • Excellent relationship management skills
  • Successfully completed FINRA Series 7 and 66 (or FINRA equivalents) exams to qualify for immediate registration
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 16, 2026

Expiration:
May 24, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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