Financial Sponsors Principal Relationship Manager

About this role:

Wells Fargo is seeking a Principal Relationship Manager for the Financial Sponsors Coverage team within Specialized Industries as a part of Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Serve as an expert advisor to middle market private equity firms ("PE firms" or "Financial Sponsors") across the United States, with a focus on providing the full suite of commercial and investment banking products and services with an emphasis on debt and equity capital raising and M&A solutions

• Initiate and maintain relationships with key commercial and investment banking partners across the Wells Fargo platform

• Work closely with senior and junior colleagues across numerous PE firms to identify opportunities to provide capital raising and advisory solutions to their respective portfolio companies with a heavy emphasis on sell-side M&A assignments, portfolio company monetization, leverage financing activities, and related solutions

• Strategically lead the delivery of the full suite of solutions offered by Wells Fargo to Financial Sponsors

• Meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions

• Provide vision, leadership, and industry expertise regarding Financial Sponsors strategies that significantly influence Wells Fargo's business and financial operations

• Strategically lead at all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an expert and act as a mentor for less experienced colleagues

• Review, understand and offer the full suite of solutions offered by Wells Fargo to commercial and investment banking clients to meet the most complex needs that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions

• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems

• Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network

Required Qualifications:

• 10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Commercial and investment banking account relationship management experience within the Financial Sponsor segment 

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending, treasury management, and investment banking

• Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents)

• Completion of formal credit training program 

• 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 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

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 63 and 79 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This