Wealth Banking Director - Professional Services

At Wells Fargo, we are committed to helping our clients succeed financially. Within Wealth & Investment Management (WIM), our Banking, Lending & Trust organization delivers tailored financial solutions to meet the complex needs of high-net-worth individuals and professional services firms.

About this role:

Wells Fargo is seeking a Wealth Banking Director – Professional Services to lead and grow a specialized banking practice serving private equity firms, and other advisory-based organizations. This senior leader will drive strategic growth, lead a high-performing team, and deliver seamless, integrated client experience across banking, lending, and wealth solutions...Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

• Lead the strategy, growth, and execution of a national Professional Services banking practice
• Build and deepen relationships with senior executives, partners, and decision-makers across client organizations
• Develop and deliver holistic financial solutions by partnering across Wealth Management, Commercial Banking, and Investment Banking
• Own business performance, including P&L, balance sheet management, and risk oversight_
• Lead, coach, and develop a geographically dispersed team of Relationship Managers and banking professionals_
• Drive new business development through internal collaboration, external networking, and client engagement_
• Establish and maintain a strong risk and control environment, ensuring alignment with regulatory and compliance requirements
• Optimize processes, scalability, and operational effectiveness across the business
• Allocate resources strategically to support growth, client experience, and business priorities_
• Foster an inclusive, high-performance culture that encourages innovation, collaboration, and professional development

Required Qualifications:

• 10+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Experience serving professional services clients (e.g., private equity, legal, consulting, or alternative asset management firms)
• Demonstrated success building or scaling a specialized banking or client segment business
• Strong knowledge of lending, credit structuring, treasury management, and wealth solutions
• Proven ability to manage business performance, including P&L and risk
• Experience working within a complex, matrixed organization
• Excellent leadership, communication, and stakeholder management skills
• FINRA Series 7 & 66 (or equivalent) or ability to obtain within required timeframe

Job Expectations:

• Ability to travel as needed (approximately 25%)
• Flexibility to work across multiple regions and time zones
• Must meet and maintain applicable FINRA licensing and regulatory requirements
• This position is not eligible for visa sponsorship
• This position offers a hybrid work schedule in compliance with FINRA standards
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.  In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards.  Wells Fargo will initiate the FINRA review process at the time of offer acceptance
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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:

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.