Senior Lead Technology Banking Relationship Manager, Wells Fargo

Wells Fargo

Location:
United States, New York

Category:
Banking

Contract Type:
Not provided

Salary:

144400.00 - 300000.00 USD / Year

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Job Description:

Wells Fargo’s Specialized Industries Technology Banking Group banks and finances venture capital and private equity backed companies in the United States. We focus on technology companies from pre-revenue/seed stage through initial public offering. We are seeking an experienced Relationship Manager to join our New York technology banking team. This individual will cover growth stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients.

Job Responsibility:

Develop, retain, and grow complex client relationships by understanding the needs and priorities of clients and financial decision makers
Drive revenue generation across Wells Fargo’s platform by proactively identifying new credit and non-credit opportunities for new and existing clients
Handle all aspects of originating, structuring, and executing bank lending and other credit related products
Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups
Perform financial analysis and underwriting in the areas of credit, cash flow and collateral
Identify and qualify top prospects in the market and then introduce them to our firm and our unique capabilities
Partner with existing clients to ensure we are helping them meet their current and future needs
Develop trusted relationships at the operational, c-suite, and board of director levels
Stay informed of industry trends, market news, and emerging technology
Represent our team in the market by hosting unique events, networking with influencers, and attending conferences
Drive relationship planning activities to deliver the full suite of bank solutions
Maintain sales and pipeline disciplines by keeping information current in relevant systems

Requirements:

7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Fundamental knowledge of the technology ecosystem
Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Completion of formal credit training program
Commercial banking account relationship management experience within the Middle Market segment
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 developing and maintaining external and internal partnerships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal communication skills

Nice to have:

Fundamental knowledge of the technology ecosystem
Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
Completion of formal credit training program
Commercial banking account relationship management experience within the Middle Market segment
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 developing and maintaining external and internal partnerships
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 20, 2025

Expiration:
June 01, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Lead Technology Banking Relationship Manager