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  • Early-Stage Technology Banker - Lead Commercial…

    Wells Fargo (Boston, MA)



    Apply Now

    About this role:

    Wells Fargo’s Specialized Industries Technology Banking Group is seeking an Early-Stage Technology Banker - Lead Commercial Banking Relationship Manager to expand our team in Boston, MA. Learn more about the career areas and lines of business at www.wellsfargo.com/careers .

    In this role, you will:

    + Independently acquire, retain, and grow early-stage technology client relationships and lead team while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback

    + Review, understand, and offer the full suite of solutions offered by Wells Fargo to technology companies to meet client’s needs that require an in-depth evaluation by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions

    + Independently lead or resolve initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements

    + Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues

    + Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

    + Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

    + Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

    + Represent Wells Fargo Technology Banking Group in conference and forums to drive visibility and awareness of our capabilities

    Required Qualifications:

    + 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    Desired Qualifications:

    + Understands commercial banking segments, technology, venture capital ecosystem and risks for companies within the Technology industry, including pre-profit VC-backed companies

    + Proven ability to develop and execute a sales strategy resulting in successful sourcing new clients

    + Account relationship management experience and treasury management product knowledge

    + Experience developing external and internal partnerships

    + Existing in-market network and trusted technology industry relationships-operational, C-suite and/or board levels

    + Effective organizational, multi-tasking, and prioritizing skills

    + Commercial credit acumen or commercial underwriting experience

    + Complex Treasury Management product knowledge

    + Bachelor’s and/or Master’s degree preferred

    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 20% of the time

     

    \#commercialbanking

    Location:

    + 125 High Street - Boston, Massachusetts 02110

     

    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.

     

    $133,300.00 - $237,100.00

     

    Benefits

     

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:

    1 Jun 2025

    *** **_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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

     

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

    **Req Number:** R-451579

     


    Apply Now



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