West Coast Technology Market Executive

About this role:

Wells Fargo is seeking a Market Executive for our West Coast Middle Market Technology Group. The Market Executive will be responsible for strategy, implementation, management, P&L, and execution in the Technology Banking segment.  The Market Executive will have three to five direct reports and a team of 30+ in-direct reports that have responsibility for managing teams that garner and serve our customers Learn more about career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Collaborating with Head of SI and Market Coverage, Tech Division Executive and Market Coverage Division Executives in developing annual business plans and directing the group in execution of these plans

• Managing commercial banking leaders/Tech Market Leads, who manage local relationship managers that work with clients and prospects on credit-based loan products

• Partners with other product partners including but not limited to the Corporate and Investment Bank, Treasury Management (“GPL”), FX, Interest Rate Risk, Wealth and Merchant Card to attract and retain customers with an appropriate credit risk and operational risk lens to grow revenue and profits

• Develop and expand Venture relationships in coordination w/Tech Banking Venture Coverage team.

• Direct the business of originating credit related products, treasury management products, and investment banking/capital markets products

• Directly works with Portfolio Management team while still maintaining ownership of the risk

• Coordinates with the service teams to deliver exceptional customer service

• Exercises the usual authority of a manager in identifying and acquiring key talent, training, motivating and developing team members

This leader will be strategically positioned to help our team accomplish the following:

• Lead the team in client acquisition & retention

• Drive revenue through a demonstrated strong market presence

• Set & manage high, in-person calling standards

• Lead the team in engaging clients and investors

• Deliver content emphasizing Wells Fargo’s distinct competitive advantages

• Trusted client relationship coverage at operational, C-Suite and BOD levels along with investors

• Build strong partnerships across Wells Fargo businesses

• Create a strong, positive team

• Develop people

• Bring a high level of energy & fun to the business

Required Qualifications:

• 10+ years of Commercial Banking Relationship Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

• 4+ years of management or leadership experience

Desired Qualifications:

• Artificial Intelligence (MS Copilot, etc.) capabilities

• Excellent verbal, written, and interpersonal communication skills

• Extensive knowledge and understanding of credit policy, compliance, and underwriting requirements

• Leadership experience including mentoring and coaching

• BS/BA degree or higher in business administration, economics, accounting, finance, or other business-related field

• Sales and marketing leadership experience

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

• Ability to develop and execute market strategies, and goals

• Underwriting experience involving advanced commercial and/or specialty group relationship portfolio credit

• Demonstrated experience building partnerships and collaborating with other product businesses within Wells Fargo

• Highly skilled at negotiating, underwriting, and structuring deals for venture-backed companies within the Technology industry

• Strong track record growing a portfolio, while appropriately managing risk

• Extensive relationships with technology companies, non-bank lenders, venture capital firms, and service providers

• Basic Microsoft Office (Word, Excel, and Outlook) skills

Job Expectations:

• US only: 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.  Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. 

• Compliance with state law registration and licensing requirements is mandatory. 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. 

• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.

• Internal transfers are subject to compliance 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 to statutory disqualification.

• Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

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.