Demo

Senior Lead Technology Banking Relationship Manager

Wells Fargo
Wells Fargo Salary
NEW YORK, NY Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 4/26/2025

About this role:

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. Learn about the career areas and lines of business at www.wellsfargo.com/careers.


In this role, you will:

  • 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


Required Qualifications:

  • 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


Desired Qualifications:

  • 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  

Job expectations: 

  • This position is not eligible for Visa sponsorship 

  • This position offers a hybrid work schedule 

  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process 

  • Ability to travel up to 20% of the time 

#commercialbanking 

Location: 

  • 500 West 33rd Street - New York, New York 10001 

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$144,400.00 - $300,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

16 Mar 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.


If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Senior Lead Technology Banking Relationship Manager?

Sign up to receive alerts about other jobs on the Senior Lead Technology Banking Relationship Manager career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$88,675 - $133,072
Income Estimation: 
$96,682 - $131,521
Income Estimation: 
$107,904 - $171,743
Income Estimation: 
$88,675 - $133,072
Income Estimation: 
$96,682 - $131,521
Income Estimation: 
$107,904 - $171,743
Income Estimation: 
$107,904 - $171,743
Income Estimation: 
$137,350 - $199,790
Income Estimation: 
$150,457 - $218,050
Income Estimation: 
$199,638 - $272,021

Sign up to receive alerts about other jobs with skills like those required for the Senior Lead Technology Banking Relationship Manager.

Click the checkbox next to the jobs that you are interested in.

  • Insurance Products Skill

    • Income Estimation: $129,206 - $188,250
    • Income Estimation: $132,218 - $196,643
  • Policy Analysis Skill

    • Income Estimation: $125,552 - $162,907
    • Income Estimation: $127,593 - $180,574
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Wells Fargo

Wells Fargo
Hired Organization Address Columbus, OH Full Time
About this role : Wells Fargo is seeking a Senior Lead Product Manager to join the Consumer and Business Banking Deposit...
Wells Fargo
Hired Organization Address WY, WY Full Time
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much mor...
Wells Fargo
Hired Organization Address VALDEZ, AK Full Time
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much mor...
Wells Fargo
Hired Organization Address NOME, AK Full Time
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of t...

Not the job you're looking for? Here are some other Senior Lead Technology Banking Relationship Manager jobs in the NEW YORK, NY area that may be a better fit.

Senior Lead Commercial Banking Relationship Manager

B10 Wells Fargo Bank, N. A., Brooklyn, NY

AI Assistant is available now!

Feel free to start your new journey!