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Wells Fargo

Principal Mid-Corporate Relationship Manager

Posted 56 Minutes Ago
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Hybrid
Boston, MA, USA
215K-355K Annually
Expert/Leader
Hybrid
Boston, MA, USA
215K-355K Annually
Expert/Leader
Leads complex commercial banking relationships with mid-corporate automotive clients. Advises on lending, acquisition financing, floor plan financing, real estate lending, treasury, and other banking solutions; analyzes financials, develops client-specific strategies, manages risk, coordinates with investment banking and product teams, drives relationship planning and pipeline activity, sources new clients, represents the company externally, and mentors colleagues.
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About this role:
Wells Fargo is seeking a Principal Mid-Corp Relationship Manager for the Commercial Auto National Accounts team (part of Specialized Industries within the Commercial Bank). Learn more about the career areas and business divisions at wellsfargojobs.com .
In this role, you will:
  • Serve as an expert advisor to lead highly complex transactions including floor plan financing, acquisition financing, real estate lending, and certain other industry specific solutions with Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders. High volume of collaboration with Investment Banking partners.
  • Strategically lead and resolve for full suite of solutions offered by Wells Fargo to Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
  • Provide vision, leadership, and industry expertise regarding Mid-Corporate Relationship Management company wide strategies that significantly influence the organization's business and financial operations
  • Strategically lead all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an expert and act as a mentor for less experienced colleagues
  • Review, understand and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet the most complex needs that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions
  • Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems
  • Strategically lead and support Business Development Representatives in sourcing new Commercial Auto clients, by cultivating relationships through your existing network
Required Qualifications:
  • 10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Experience working with publicly traded and large privately held auto retailers (franchise dealership groups)
  • Account relationship management experience for clients in Middle Market, Mid-Corp, or CIB segments
  • Experience leading and participating in syndications
  • Demonstrated prospecting skills and proven track record of converting prospects into clients
  • Successfully completed FINRA Series 63, and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • Completion of formal credit training program
  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects
  • 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
  • Ability to travel 30% of the time
  • 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.
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.
$215,000.00 - $355,000.00
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 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:
24 Sep 2026
* 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.
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