Senior Lead Wealth Management Banker (HNW ​/ Executive Wealth Solutions) (SAFE

Senior Lead Wealth Management Banker – Executive Wealth Solutions (Professional Services)

At Wells Fargo, we are looking for talented individuals who place our clients at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services, delivering highly customized wealth management, investment, planning, and legacy strategies. We specialize in serving high-net-worth (HNW) individuals, families, and executives, offering tailored solutions designed to address complex financial structures, multi-generational planning, and sophisticated wealth objectives.

Executive Wealth Solutions within Banking, Lending & Trust (BL&T) provides integrated banking, lending, and fiduciary services to high-net-worth clients, senior executives, business owners, and professional services leaders. Our bankers partner across the firm to deliver highly customized credit, liquidity, and balance sheet strategies, leveraging deep expertise, exclusive resources, and bespoke structuring capabilities to meet the nuanced needs of this client segment.

About this role:

Wells Fargo is seeking a Senior Lead Wealth Management Banker – Executive Wealth Solutions (Professional Services) (SAFE) to serve as a strategic advisor to HNW individuals, executive clients, and professional services partners and leaders.

In this role, you will:

• Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
• Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
• Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
• Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
• Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
• Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
• Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
• Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert

This SAFE position includes customer-facing responsibilities such as structuring and negotiating lending solutions and may involve taking applications for dwelling-secured transactions. Compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations is required.

This position may sit in additional major market locations within the Wells Fargo footprint.

Required Qualifications:

• 7+ years of Wealth Management Banking
  - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired

Qualifications:

• Significant experience advising HNW clients, corporate executives, and partners within professional services firms (e.g., legal, consulting, accounting)
• Strong background in complex credit structuring, customized lending, and balance sheet optimization
• Proven track record of delivering results in a highly competitive HNW environment
• Exceptional relationship management skills with the ability to engage senior-level and executive clients
• FINRA Series 7 and 66 (or equivalent) preferred for immediate registration

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required…