Senior Lead Equipment Finance Syndication Consultant Job at Wells Fargo (Charlotte)

Job Description

Wells Fargo is seeking a Senior Lead Equipment Finance Syndication Consultant. In this job, you will be responsible for helping expand WFEF's lease and loan syndication platform, with accountability for execution, investor relationships, market strategy, and syndication P&L contribution. The role serves as a senior market-facing consultant partnering closely with originations, credit, legal, and servicing to structure, distribute, and manage large and complex equipment finance transactions. This role owns both sell-side syndication (agented transactions, assignments, participations, portfolio sales) and select direct sales initiatives, acting as the 'voice of the market' for pricing, structure, liquidity, and execution certainty.

Job Responsibility

Assist with relationship management responsibility for major clients
Be responsible for the origination and structuring of loan and lease syndications
Assist in the development of new product offerings and solutions to maintain customer relationships
Assist with managing negotiations and structuring commitments with existing customers
Expand and maintain important client relationships
Assist management in policy making
Provide vision, direction and expertise to implement innovative and significant business solutions
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal and external customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements

7+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5+ years of experience in Equipment Finance syndications, including loan and lease structuring

Nice to have

Experience originating and structuring syndicated loan and lease facilities for equipment finance clients
Strong understanding of commercial credit, capital structures, current secondary market sentiment, and risk management practices
Demonstrated ability to manage complex equipment finance relationships and lead transaction negotiations
Experience collaborating with internal and external partners including Credit, Legal, Risk, and Institutions in the secondary market
Strong analytical, communication, and judgment skills in a regulated financial services 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

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Senior Lead Equipment Finance Syndication Consultant

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