Senior Lead Wealth Custom Credit Banker
Core
Originate, structure, and execute sophisticated custom credit solutions for high-net-worth and ultra-high-net-worth clients.
Role type
Senior Lead Wealth Custom Credit Banker
Builds
Custom loan product suite including specialized and bespoke lending structures
Domain
Wealth & Investment Management / Private Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Custom credit origination, complex loan structuring, credit risk assessment, strategic thinking, consultative sales, relationship management, FINRA Series 7 and 66 registration
Preferred skills
Private Banking, Corporate Banking, or Commercial Banking experience; Master's degree or higher
Technologies
Wells Fargo Platform
Responsibilities
Actively market custom lending solutions across the platform; Partner with Financial Advisors to deliver solutions; Structure credit opportunities and negotiate deal terms; Present deals to Independent Risk Management and underwriting teams; Assist with recruiting new Financial Advisors; Advise leadership on business objectives and long-term goals; Lead strategy and resolution of complex challenges
Seniority
Senior, hands-on IC with leadership responsibilities