Leads complex Mid-Corporate Banking portfolio management initiatives for technology-sector clients, including cross-functional planning, credit and operational analysis, risk mitigation, compliance, project leadership, stakeholder collaboration, and team mentoring. The role requires expertise in commercial lending, treasury management, complex underwriting, debt structures, change management, and relationship development for clients with $100 million to $2 billion in annual revenue.
About this role:
Wells Fargo is seeking a Lead Mid-Corporate Banking Portfolio Manager to support the Technology team in Specialized Industries in Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com . #CommercialBanking
In this role, you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
Locations:
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$167,000.00 - $260,000.00
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.
Posting End Date:
27 Oct 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.
#BI-Hybrid
Wells Fargo is seeking a Lead Mid-Corporate Banking Portfolio Manager to support the Technology team in Specialized Industries in Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com . #CommercialBanking
In this role, you will:
- Lead complex Mid-Corporate Portfolio Management initiatives, including those that are cross-functional and have broad impact
- Act as key participant in large-scale planning for Mid Corporate Portfolio Management functional area
- Review and analyze complex multi faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
- Make decisions in complex and multi-faceted situations requiring understanding of Mid Corporate Portfolio Management functional area, policies, procedures and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
- Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle to senior level managers to resolve issues and achieve goals
- Lead mid Corporate Portfolio Management projects and teams
- Serve as a peer mentor
Required Qualifications:
- 5+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B
- 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 in swiftly adopting and executing change management to enable business growth
- Experience developing and maintaining external and internal partnerships
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
- Bachelor's degree in accounting, finance, or business preferred
Job Expectations:
- Ability to travel up to 10% of the time
- 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
Locations:
- 150 E 42nd St - New York, NY 10017
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$167,000.00 - $260,000.00
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:
27 Oct 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.
#BI-Hybrid
Wells Fargo New York, New York, USA Office
150 E 42nd Street, New York, NY, United States, 10017
Wells Fargo New York, New York, USA Office
500 West 33rd Street Manhattan, New York, NY, United States, 10001
Similar Jobs at Wells Fargo
Fintech • Financial Services
Leads Wells Fargo’s Receivables Payment Acceptance portfolio, setting strategy and overseeing paper and electronic payment solutions for commercial clients. Owns product vision, roadmap, P&L, risk, modernization, digital adoption, client outcomes, and lifecycle management. Partners across sales, technology, operations, finance, risk, legal, and compliance while managing product leaders, financial resources, and complex transformation initiatives.
Top Skills:
AchAPIsBill PaymentDirect DebitInstant PaymentsLockboxMerchant AcquiringPayment GatewaysRemote DepositRequest For PaymentWire Payments
Fintech • Financial Services
Sources, structures, and executes sponsor-backed secured lending transactions, including credit screening, financial and collateral analysis, due diligence, transaction negotiations, and approval materials. Builds relationships with sponsors and borrowers, identifies financing opportunities, coordinates internal and external stakeholders, manages multiple transactions, ensures risk and compliance adherence, and mentors junior team members. The role focuses on asset-based lending, technology finance, and business development within commercial banking.
Top Skills:
Crm/RvExcel
Fintech • Financial Services
Drive commercial banking growth across New York’s emerging middle market by acquiring and expanding client relationships with companies generating $25 million to $100 million in revenue. Advise business owners and executives on lending, treasury management, acquisitions, liquidity, and capital investments. Develop new business through an established market network, structure complex financing solutions, and coordinate with credit, risk, product, and senior leadership teams to deliver client solutions while maintaining strong compliance and risk practices.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
