Overland Advantage Product Specialist, Wells Fargo

Wells Fargo

Location:
United States, New York ▼
Boston
Charlotte
Los Angeles
Phoenix
San Francisco

Category:
Finance

Contract Type:
Employment contract

Salary:

276400.00 - 645000.00 USD / Year

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Job Description:

Wells Fargo is seeking an Overland Advantage Product Specialist (Principal Strategic Investment Specialist) who will cultivate strong internal and external relationships to deliver access to private credit and other long-term capital solutions, for middle-market clients and prospects of the bank. The individual in this position will develop innovative financing strategies to support clients’ growth, mergers and acquisitions, and other strategic capital initiatives

Job Responsibility:

Source and evaluate new direct lending investment opportunities
Provide value added advice and enhance strategic dialogue with key clients and top prospects of the bank
Lead and participate in the due diligence process, including management presentations and company meetings
Build and maintain relationships with intermediaries and industry contacts to generate deal flow
Provide vision, leadership, and industry expertise that significantly influence the organization's business and financial objectives
Strategically lead all levels of professionals and managers across the enterprise
serve as an expert advisor to Commercial Banking leadership

Requirements:

10+ years of experience in Strategic Investment Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Capital markets and private capital experience
10+ years work experience in one or a combination of: commercial banking, corporate banking, private equity, investment banking, direct lending or equivalent experience
Familiarity with evaluating and executing private credit and/or lending transactions related to private equity buy-outs, strategic M&A, or other credit related products including senior secured loans, unitranche and second lien/mezzanine
Excellent verbal, written, and interpersonal communication skills. Strong integrity, work ethic, and a team player. High level of initiative and accountability
Ability to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environment

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:
April 25, 2025

Expiration:
May 01, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Overland Advantage Product Specialist

Wells Fargo

Location:United States, New York ▼BostonCharlotteLos AngelesPhoenixSan Francisco

Category:Finance

Contract Type:Employment contract