Senior Wealth Management Banking Coordinator - Legal Specialty Group
Wells Fargo
New York, NY, US
Base: $34.62 - $52.40; bonus/equity: not specified...
Hybrid
Advanced specialized support
Support private bank relationship teams
Client retention and new business
This role supports Private Bank relationship teams who serve Private Equity firms and their partners on lending, banking and investment needs
Job Summary
This role supports Private Bank relationship teams who serve Private Equity firms and their partners on lending, banking and investment needs.
The ideal candidate is a seasoned wealth management operations professional with extensive experience supporting ultra‑high‑net‑worth (UHNW) and high‑net‑worth (HNW) clients.
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.
Matching Summary
This role supports Private Bank relationship teams who serve Private Equity firms and their partners on lending, banking and investment needs.
Salary
Base: $34.62 - $52.40; Bonus/Equity: Not specified; Benefits: Comprehensive set of benefits
Skills & Requirements
Must-have
Advanced specialized support
Support Private Bank relationship teams
Client retention and new business
Resolve complex operational issues
Interpret policies and compliance
Nice-to-have
Client-first approach
Sophisticated clients and internal partners
Fast-paced environment management
Risk mitigating and compliance-driven culture
Key Requirements
2+ years Wealth Management Banking support experience