About this role:
Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank.
Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
#commercialbanking
Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank.
Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
- Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions
- Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company
- Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area
- Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership
Required Qualifications:
- 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B
- Credit authority experience
- Strong partnership within internal and external partners
- Completion of a formal credit training program
- Comprehensive knowledge and understanding of core banking products and services such as, commercial lending and treasury management
- Experience developing and maintaining external and internal partnerships
- Experience in swiftly adopting and executing change management to enable business growth
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
- Bachelor's degree in accounting, finance, or business
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- 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
- Ability to travel up to 10% of the time
- May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
#commercialbanking
Similar Jobs at Wells Fargo
Fintech • Financial Services
Wells Fargo seeks a Senior Lead Product Manager to define and implement AI strategies for the Observe to Agent capability, focusing on product vision, operational efficiency, and responsible AI practices across the enterprise.
Top Skills:
Ai EngineeringApi GenerationAutomationCloud PcData ScienceGenerative AiMlSemantic Graph ConstructionVideo-To-Code
Fintech • Financial Services
Wells Fargo seeks a Branch Operations Coordinator to enhance customer experience, manage transactions, resolve operational issues, and support the branch manager, ensuring compliance and customer satisfaction.
Top Skills:
Banking ProceduresDigital SolutionsMobile Banking
Fintech • Financial Services
The Supervisory Control Associate supports compliance supervision, conducts reviews, designs risk processes, and collaborates with branch personnel to ensure regulatory adherence.
Top Skills:
ExcelMicrosoft Office (WordOutlook)
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
