NEW YORK, NY, United States of America
6 hours ago
Senior Lead Technology Banking Relationship Manager

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 benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption 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.

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