Teams at Wells Fargo

Originates and grows commercial client relationships for equipment finance, structuring and selling lease and loan solutions. Analyzes client financials, leads moderately complex transactions from underwriting through funding, coordinates with coverage and credit teams, and supports risk approval. The role also contributes to business planning, market insight, portfolio growth, mentoring, and product development. It requires at least 5 years of secured or specialized lending sales experience, 35% or more travel, and four days per week in the office.

Leads Client Associate teams supporting brokerage branch operations, transactional workflows, compliance, digital onboarding, and money movement. Oversees work allocation, approvals, training, hiring, risk controls, process improvements, and technology inquiries. Acts as a liaison among market leaders, branch managers, support teams, financial advisors, and clients. Visits branches to monitor operational practices, coach staff, and ensure regulatory and service standards are met.

Leads Client Associate teams supporting brokerage branch operations, transactional processes, compliance, digital adoption, and risk controls. Oversees work allocation, approvals, onboarding, training, talent development, issue resolution, and operational technology inquiries. Collaborates with market and branch leadership, supports process improvements and new-tool rollouts, and visits branches to coach teams on operational risk and compliance. Requires securities industry experience, leadership experience, and applicable FINRA registrations.