Senior Manager, Digital High Net Worth Advisory - Wealth & Investment Management

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com .
About this role:
Wells Fargo is seeking a CIB Portfolio Management Director within Wells Fargo Corporate & Investment Banking, to support Wells Fargo's growing Industrials business. This role will partner closely with Relationship Managers, Industry Coverage and Risk Management to oversee execution of credit related functions and oversight on a portfolio of private and public companies.
In this role, you will:

• Manage and develop specialized CIB Portfolio Management teams of less experienced managers and professional individual contributors with focus on delivering services of moderate to high complexity and risk for cross functional stakeholders, as well as internal partners associated with the function or who are affected by its outcomes
• Identify opportunities and recommend strategies for process improvement and risk control development within CIB Portfolio Management functional area
• Lead a CIB Portfolio Management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables
• Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
• Collaborate with and influence all levels of professionals, including more experienced leadership
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in CIB Portfolio Management functional area
• Develop and guide a culture of talent development to meet business objectives and strategy within CIB Portfolio Management functional area

Required Qualifications:

• 8+ years of CIB Portfolio Management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Experience with Industrials sectors/subsectors (e.g. Aerospace & Defense, Capital Goods & Services, Forest Products & Packaging, Chemicals, & Transportation), merger and acquisition financing, and/or leveraged lending
• 4+ years of experience in deal execution or portfolio management in Industrials related subsectors
• Leadership experience with ability to effectively manage and engage teams, including training and development
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to navigate within a large and complex organization
• Experience building partnerships and consulting effectively with leadership
• Excellent verbal, written, and interpersonal communication skills
• Strong credit, technical and analytical skills with high attention to detail and accuracy
• Strong accounting skills and ability to analyze financial statements
• High level of initiative and accountability
• Strong Excel skills and intermediate Microsoft Office Word, and PowerPoint skills
• Experience in assessing and modifying projection models
• Strong knowledge of credit agreements and structures
• Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
• Ability to multitask, time management and prioritization skills
• Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes

Job Expectations:

• Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
• Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
• Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• 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 75% of the time

Posting Locations:

• 550 S Tryon St. - Charlotte, North Carolina 28202
• 10 S Wacker Dr. - Chicago, Illinois 60606
• 500 West 33rd St. - New York, New York 10001

New York City-Pay Range: $350,000-$350,000
Chicago - Pay Range: $350,000-$350,000
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$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:
9 Apr 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.