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Senior Lead Technology Banking Relationship Manager

Wells Fargo
Wells Fargo Salary
NEW YORK, NY Full Time
POSTED ON 12/17/2024
AVAILABLE BEFORE 2/17/2025

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, fluency in the language of commercial banking, and a desire to succeed as part of a team
  • Account relationship management experience
  • Experience developing external and internal partnerships
  • Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
  • Effective organizational, multi-tasking, and prioritizing skills
  • Deep understanding of commercial banking products and services
  • History of consistently exceeding sales goals
  • Strong credit analysis skills, with a preference for formal credit training
  • Bachelor’s degree

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 Dec 2024

*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.


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