Head Of Sponsors Portfolio Management – Managing Director

Wells Fargo

Base: $215,000 - $355,000; bonus/equity: incentive...
8+ years lending or investment banking experience
4+ years management or leadership experience
End-to-end credit monitoring framework ownership
This role provides senior leadership and oversight of financial and credit risk management for a portfolio of sponsor-owned companies

Job Summary

  • This role provides senior leadership and oversight of financial and credit risk management for a portfolio of sponsor-owned companies.
  • The successful candidate will own the end-to-end credit monitoring framework including risk ratings, covenant compliance, and watchlist governance.
  • Wells Fargo offers comprehensive benefits including health insurance, a 401(k) plan, paid time off, and tuition reimbursement.

Matching Summary

This role provides senior leadership and oversight of financial and credit risk management for a portfolio of sponsor-owned companies.

Salary

Base: $215,000 - $355,000; Bonus/Equity: Incentive opportunities eligible; Benefits: Comprehensive set including health, 401(k), and parental leave

Skills & Requirements

Must-have

  • 8+ years lending or investment banking experience
  • 4+ years management or leadership experience
  • End-to-end credit monitoring framework ownership
  • Complex financial modeling for leveraged transactions
  • Senior-level communication with governance forums

Nice-to-have

  • Experience leading portfolio management in CIB
  • Deep expertise in sponsor-backed portfolios
  • Proven track record influencing Banking and Risk stakeholders
  • Championing continuous development of team talent
  • Strong analytical judgment synthesizing complex data

Key Requirements

  • FINRA Series 63 or 66 registration within 90 days
  • FINRA Series 7 or 79 registration within 90 days
  • FINRA Series 24 registration within 90 days
  • Successful completion of FINRA background screening
  • Compliance with 17 CFR 240.17f-2 requirements

Work Rights

Not specified

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