West Coast Technology Market Executive

Market Executive

Wells Fargo is seeking a Market Executive for our West Coast Middle Market Technology Group. The Market Executive will be responsible for strategy, implementation, management, P&L, and execution in the Technology Banking segment. The Market Executive will have three to five direct reports and a team of 30+ in-direct reports that have responsibility for managing teams that garner and serve our customers.

In this role, you will:

• Collaborating with Head of SI and Market Coverage, Tech Division Executive and Market Coverage Division Executives in developing annual business plans and directing the group in execution of these plans
• Managing commercial banking leaders/Tech Market Leads, who manage local relationship managers that work with clients and prospects on credit-based loan products
• Partners with other product partners including but not limited to the Corporate and Investment Bank, Treasury Management ("GPL"), FX, Interest Rate Risk, Wealth and Merchant Card to attract and retain customers with an appropriate credit risk and operational risk lens to grow revenue and profits
• Develop and expand Venture relationships in coordination w/Tech Banking Venture Coverage team.
• Direct the business of originating credit related products, treasury management products, and investment banking/capital markets products
• Directly works with Portfolio Management team while still maintaining ownership of the risk
• Coordinates with the service teams to deliver exceptional customer service
• Exercises the usual authority of a manager in identifying and acquiring key talent, training, motivating and developing team members

This leader will be strategically positioned to help our team accomplish the following:

• Lead the team in client acquisition & retention
• Drive revenue through a demonstrated strong market presence
• Set & manage high, in-person calling standards
• Lead the team in engaging clients and investors
• Deliver content emphasizing Wells Fargo's distinct competitive advantages
• Trusted client relationship coverage at operational, C-Suite and BOD levels along with investors
• Build strong partnerships across Wells Fargo businesses
• Create a strong, positive team
• Develop people
• Bring a high level of energy & fun to the business

Required Qualifications:

• 10+ years of Commercial Banking Relationship Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired

Qualifications:

• Artificial Intelligence (MS Copilot, etc.) capabilities
• Excellent verbal, written, and interpersonal communication skills
• Extensive knowledge and understanding of credit policy, compliance, and underwriting requirements
• Leadership experience including mentoring and coaching
• BS/BA degree or higher in business administration, economics, accounting, finance, or other business-related field
• Sales and marketing leadership experience
• Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
• Ability to develop and execute market strategies, and goals
• Underwriting experience involving advanced commercial and/or specialty group relationship portfolio credit
• Demonstrated experience building partnerships and collaborating with other product businesses within Wells Fargo
• Highly skilled at negotiating, underwriting, and structuring deals for venture-backed companies within the Technology industry
• Strong track record growing a portfolio, while appropriately managing risk
• Extensive relationships with technology companies, non-bank lenders, venture capital firms, and service providers
• Basic Microsoft Office (Word, Excel, and Outlook) skills

Job Expectations:

• US only:
  Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards.
• Wells Fargo will initiate the FINRA review…