MidCorp Portfolio Management Manager at Wells Fargo
San Francisco, California, USA -
Full Time


Start Date

Immediate

Expiry Date

04 Dec, 25

Salary

260000.0

Posted On

04 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Risk, Portfolio Managers, Training, Finance, Completion, Communication Skills, Change Management, Underwriting, Treasury Management

Industry

Financial Services

Description

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.
$167,000.00 - $260,000.00

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications, US:

  • 4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of Leadership experienc

Desired Qualifications:

  • Tech Industry experience to assist in underwriting as additional job responsibilities.
  • Ability to think strategically and in a detailed manner.
  • Responsible for leading in a player / coach role.
  • Collaborating with Relationship Managers in Technology Banking Group, Senior Lead Portfolio Managers and Independent Risk Management to evaluate risk decisions and opportunities.
  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100M+ in a Mid-Corporate Portfolio
  • 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 risk, ensuring compliance with processes, and mitigating risk issues
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor’s degree in accounting, finance, or busines
Responsibilities

Wells Fargo is seeking a Mid-Corp Portfolio Management Manager for clients with annual revenue of $100MM+ as well as venture-backed Companies supporting Technology as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com .

In this role, you will:

  • Manage, lead, and develop Mid-Corporate Portfolio Management projects and teams of individual contributors and managers in roles with low to moderate complexity and risk
  • Identify and recommend opportunities for process improvement and risk control development within Mid-Corporate Portfolio Management functional area
  • Make decisions and resolve issues regarding resources, objectives and operations of Mid-Corporate Portfolio functional area and team to meet business objectives; interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
  • Collaborate with and consult with peers, colleagues, multiple levels of managers and external customers
  • Manage allocation of people and financial resources for Mid-Corporate Portfolio Management
  • Mentor and guide talent development of direct reports and assist in hiring talent
  • Continue to underwrite complex credit and structure debt for clients with annual revenue of $100MM+.

Required Qualifications, US:

  • 4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of Leadership experience

Desired Qualifications:

  • Tech Industry experience to assist in underwriting as additional job responsibilities.
  • Ability to think strategically and in a detailed manner.
  • Responsible for leading in a player / coach role.
  • Collaborating with Relationship Managers in Technology Banking Group, Senior Lead Portfolio Managers and Independent Risk Management to evaluate risk decisions and opportunities.
  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100M+ in a Mid-Corporate Portfolio
  • 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 risk, ensuring compliance with processes, and mitigating risk issues
  • 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

CommercialBanking

Job Locations:

  • 333 S Grand Ave ., Los Angeles, CA
  • 333 Market St., San Francisco, CA
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