Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)

At Wells Fargo, we are looking for talented individuals who place our clients at the center of everything we do.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management (WIM) is one of the United States’ leading providers of financial and investment services, delivering highly customized wealth management, investment, planning, and legacy strategies. We specialize in serving high-net-worth (HNW) individuals, families, and executives, offering tailored solutions designed to address complex financial structures, multi-generational planning, and sophisticated wealth objectives.

Executive Wealth Solutions within Banking, Lending & Trust (BL&T) provides integrated banking, lending, and fiduciary services to high-net-worth clients, senior executives, business owners, and professional services leaders. Our bankers partner across the firm to deliver highly customized credit, liquidity, and balance sheet strategies, leveraging deep expertise, exclusive resources, and bespoke structuring capabilities to meet the nuanced needs of this client segment.

About this role:

Wells Fargo is seeking a Senior Lead Wealth Management Banker – Executive Wealth Solutions (Professional Services) (SAFE) to serve as a strategic advisor to HNW individuals, executive clients, and professional services partners and leaders...Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

• Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
• Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
• Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
• Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
• Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
• Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
• Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
• Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert

This SAFE position includes customer-facing responsibilities such as structuring and negotiating lending solutions and may involve taking applications for dwelling-secured transactions. Compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations is required.

This position may sit in additional major market locations within the Wells Fargo footprint.

Required Qualifications:

• 7+ 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

Desired Qualifications:

• Significant experience advising HNW clients, corporate executives, and partners within professional services firms (e.g., legal, consulting, accounting)
• Strong background in complex credit structuring, customized lending, and balance sheet optimization
• Proven track record of delivering results in a highly competitive HNW environment
• Exceptional relationship management skills with the ability to engage senior-level and executive clients
• FINRA Series 7 and 66 (or equivalent) preferred for immediate registration

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• Obtain and maintain SAFE registration in compliance with the Nationwide Mortgage Licensing System (NMLS)
• Meet Consumer Financial Protection Bureau qualification standards and Wells Fargo policies for Loan Originators, including financial responsibility and background requirements
• Adhere to applicable compliance guidelines related to outside business activities and personal investing
• Maintain the highest level of professionalism, discretion, and client confidentiality when working with executive and UHNW clients

• Specific compliance policies may apply regarding outside activities and/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.

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.