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Lead Portfolio Manager jobs at The Hartford

- 4493 jobs
  • Portfolio Manager

    GBC International Bank 4.8company rating

    Shoreline, WA jobs

    The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly with Account officers. Essential Job Functions Responsible for the credit and monitoring of portfolio risks Working directly with account officers and team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers. Conducts preliminary evaluation and underwriting of loan proposals terms sheets. Contribute to the Team's overall meeting and/or exceeding the assigned volume/production goals Identify and recommend changes and enhancements to the Bank's lending policies and procedures to best serve the current market needs Responsible for the full cycle of loan requests process. Provide financial analysis, obtain data to prepare a term sheet, and write proposals to expand the lending business. Requests all third party appraisals, environmental reports, and ensures all are within compliance. Identify areas of concern pertaining to a loan and discuss with Account officers Primary liaison with the Credit Department on loans submitted, prepare risk rating change proposal and facilitate the loan approval. Primary contact for coordinating information between client and internal departments in the loan process. Responsible for communication and finalizing loan closing. Responsible for overseeing renewals, document tickler and covenant tracking of loans. Monitor loan documentation exception reports and follow-up to clear up document exceptions in a timely manner. Monitor financial statement exception reports and follow-up to clear up financial statement exceptions in a timely manner. Works closely with Account Officers to manage maturing and re-price loans and identify new business opportunities. Troubleshoot, report, and manage activity on delinquent accounts at the various intervals Generate and provide requested reports as necessary on Team's loan portfolio Participate in team sales calls and attend external events and activities in a business development role. Qualifications/Requirements Minimum of five (5) years of experience working in a Banking environment with emphasis on credit area required. Prior working experience with loan underwriting is required. Formal credit training is required. Ability to analyze financial and project statement, corporate and personal tax returns. Understanding of basic loan structure processes and regulations associated with lending Strong understanding of loan documentation criteria Excellent verbal and written communication skills; Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint) Excellent interpersonal, customer relations and sales skills Ability to demonstrate being a self-starter, well-organized, detail-oriented Strong team work ethics is required Ability to converse and exchange information with all levels of staff within organization. Ability to observe, perceive, identify, and translate data Ability to work well independently and in a fast-paced environment Travel within the local market may be necessary
    $117k-179k yearly est. 4d ago
  • Portfolio Manager

    Brookline Bank 4.1company rating

    Boston, MA jobs

    , a division of Beacon Bank & Trust Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. We are currently seeking a Portfolio Manager to join the team in our Back Bay office. The Portfolio Manager will manage existing portfolios of commercial customers, analyze and underwrite credit risk for Bank prospects and customers, assist with due diligence activities, assist with the loan closing process, monitor and evaluate risk within the team portfolio. Principal Duties and Responsibilities Credit Underwriting • Analyze and underwrite credit requests in a timely fashion by using some or all of the following resources: applications, spreads, financial statements, tax returns, credit bureaus, meetings with customers/prospects, appraisals, web research and other resources as necessary. • Determine if request is in compliance with Bank policy and note exceptions. • Discuss deal structure, cash flow, collateral, and customer character with Commercial Bankers Recommend alternative credit structures or products where appropriate. • Accompany Commercial Bankers on customer calls and interact extensively with customers in person and over the phone. • Interact with attorneys and financial professionals including CPA's, CFO's, etc. as needed to assist in the underwriting and closing process. • Present analysis in written proposals for appropriate approvals and present as directed to the appropriate approval authority. • Prepares loan memorandums. • Conducts market surveys through contact with brokers, online research, etc. Portfolio ManagementManage existing portfolio of customers by tracking and preparing annual renewals for lines of credit, reviews of term debt, and reviews of overdraft lines of credit. Maintain tracking database with updated information as needed. • Conduct independent property inspections in conjunction with annual reviews. • Identify potential problem loans and deficiencies. • Assist customers when needed with questions regarding loans and retail products. Job Specifications Bachelor's degree in relevant field A minimum of (4) four years of commercial credit experience is required. Formal credit training is preferred Excellent written and oral communication skills Extensive knowledge of Microsoft Office suite products Understanding of Banking compliance requirements Be well versed in the Bank's credit policy and underwriting standards
    $103k-160k yearly est. 2d ago
  • Sr. Audit Manager- Treasury/Finance

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $99k-176k yearly 21h ago
  • Sr. Audit Manager- Treasury/Finance

    City National Bank 4.9company rating

    Jersey City, NJ jobs

    WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $99k-176k yearly 21h ago
  • Global Portfolio Leader, Head, Eye, Face & Body Protection

    3M Companies 4.6company rating

    Maplewood, MN jobs

    Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role The person hired for the position will report to the division vice-president and be a member of the division operating committee. have global portfolio responsibility for Head, Eye, Face and Body Protection products including delivery of the global OP sales and income results and meeting local currency growth targets. This individual will provide operational and strategic leadership to a global cross-functional team including supply chain, quality, regulatory, marketing, R&D, application engineering, key account management, and area portfolio managers. In addition, the Global Portfolio Leader will be responsible for developing and executing global strategic business and marketing plans and ensure alignment with the Division and Areas. Finally, the person in this role will have business team responsibility for prioritization, progress of all product development projects and new product launches. This role will collaborate with the Area Division Leaders, Area Portfolio and Segment Marketing Managers. As a Global Portfolio Leader, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: * Lead cross-functional business team to achieve operating plan financial targets * Manage and inspire a team of Global Marketing and Key Account Managers to maximize growth and deliver planned results * Establish portfolio business priorities, including both growth and cost down programs * Develop the marketing and strategic business plan for the F&S product portfolio * Manage the execution of the overall product/portfolio strategy and business plan * Provide business and financial justification for product selection * Communicate the definition / requirements for NPI and development * Manage all stages of the product portfolio life cycle from concept through profit optimization and product rationalization * Drive international growth through global, area and country teams in key markets * Develop and execute pricing corridors globally * Assess and track competitive landscape * Other duties as may be assigned Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * Bachelor's degree or higher (completed and verified prior to start) from an accredited institution * Seven (7) years' experience in functional or business leadership * Three (3) years of sales or marketing experience in a private, public, government or military business environment * Three (3) combined years of experience supervising and/or managing direct reports in a private, public, government or military business environment with demonstrated ability to inspire and build on the strengths of their team. * Three (3) years of profit and loss business management experience Additional qualifications that could help you succeed even further in this role include: * MBA or Marketing degree from an accredited university with an emphasis in marketing or strategy * Experience in new product development teams and commercializing new products * Demonstrated ability to work collaboratively with various businesses, technical functions and across countries to drive business results * Self-motivated, enthusiastic and driven * Excellent interpersonal, written and oral communication skills * Ability to drive for results and make decisions with some ambiguity Work location: * On site (Job Duties allow for some remote work but require travel to 3M Center at least 4 days per week) Travel: May include up to 25% domestic/international Relocation Assistance: May be authorized Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $212,947 - $260,268, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** Good Faith Posting Date Range 11/19/2025 To 12/19/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
    $212.9k-260.3k yearly Auto-Apply 25d ago
  • Senior Lead Mid-Corporate Portfolio Manager - Commercial Banking, Specialized Industries (Franchise Finance Division)

    Wells Fargo 4.6company rating

    Carlsbad, CA jobs

    About this role: This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships * Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others * Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management * Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management)) * Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise * Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities. Required Qualifications: * 7+ 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 managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. * Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions. * Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections. * Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets * Strong analytical skills, with heightened attention to detail and accuracy * Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing. * Experience developing and maintaining external and internal partnerships * Experience in adopting and executing change management to enable business growth * Excellent verbal, written, and interpersonal communication skills * Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) * Completion of a formal training program * Bachelor's degree in accounting, finance, or business Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule (1 day per week WFH) * 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 10-15% of the time #CommercialBanking Location: * 550 S Tryon St., Charlotte, NC * 1808 Aston Ave., Carlsbad, CA 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. $159,000.00 - $305,000.00 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: 23 Dec 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. 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.
    $159k-305k yearly 5d ago
  • Senior Lead Mid-Corporate Portfolio Manager - Commercial Banking, Specialized Industries (Franchise Finance Division)

    Wells Fargo 4.6company rating

    Carlsbad, CA jobs

    **About this role:** This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships + Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others + Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management + Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management)) + Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise + Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities. **Required Qualifications:** + 7+ 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 managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. + Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions. + Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections. + Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets + Strong analytical skills, with heightened attention to detail and accuracy + Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing. + Experience developing and maintaining external and internal partnerships + Experience in adopting and executing change management to enable business growth + Excellent verbal, written, and interpersonal communication skills + Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) + Completion of a formal training program + Bachelor's degree in accounting, finance, or business **Job Expectations:** + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule (1 day per week WFH) + 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 10-15% of the time \#CommercialBanking **Location:** + 550 S Tryon St., Charlotte, NC + 1808 Aston Ave., Carlsbad, CA **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. $159,000.00 - $305,000.00 **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:** 23 Dec 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 (****************************************************************** . **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. **Req Number:** R-507290
    $159k-305k yearly 4d ago
  • Global Portfolio Leader

    3M 4.6company rating

    Maplewood, MN jobs

    **Global Portfolio Leader - Paper & Print** **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.** **The Impact You'll Make in this Role** As a Global Portfolio Leader within the Paper & Print Business Unit, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + Develop and implement portfolio strategies in collaboration with the Area sales, Laboratory, and Operations teams to profitably grow the overall business. + Lead, develop, and execute the global New Product pipeline to ensure strong execution of new product introductions. + Lead the demand planning input from all areas to provide the right visibility to our plants and supply chain teams. + Set the pricing strategy and corridors for product portfolios under responsibility. + Lead, develop, and implement the Global Marketing Plan in collaboration with the Area sales, Global Marketing Center, and cross-functional teams in the BU and division. + Utilize portfolio analytics and market insights to define and execute marketing programs and tactics for portfolio optimization and maximization of gross margin dollars. + Engage with key customers, partners, co-suppliers, and industry influencers to develop and execute the global business growth plan. + Directly supervise product marketing and business development teams. + Drive improvements through an agile rhythm in collaboration with functional managers to improve cost, cash flow, and resolve roadblocks. **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + Bachelor's degree (completed and verified prior to start) from an accredited institution + Ten (10) years' combined experience in Global Portfolio Management, Product Marketing, and/or Business Management in a private, public, government, or military environment. Additional qualifications that could help you succeed even further in this role include: + MBA from an accredited institution. + Five (5) years of experience in the Flexographic Printing market. + Strong track record of collaboration and cross-functional teamwork. + Strong analytical skills and ability to interpret data and drive decisions. + Excellent presentation and communication skills. + Demonstrated success in business strategy, operational marketing, business analytics, customer negotiations, price management, and leadership by influence. **Work location: This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN.** **Travel:** May include up to 30% domestic /International **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $212,947 - $260,268, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 09/11/2025 To 10/11/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
    $212.9k-260.3k yearly 60d+ ago
  • Lead ABL/Factoring Portfolio Manager

    Wells Fargo Bank 4.6company rating

    New York, NY jobs

    About this role: Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products. In this role, you will: Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies Be a key participant in large-scale planning related to a given product or specialty's business objectives Serve as a mentor for less experienced individuals Required Qualifications: 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in Asset Based Lending and Factoring Microsoft Office: Excel, Word, PowerPoint Strong understanding of financial statements, collateral analysis, and loan structuring. Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow. Excellent interpersonal, communication, and negotiation skills. Strong understanding of commercial banking products and services. Ability to analyze client needs and develop tailored financial solutions. Job Expectations: Travel: 10% of the time This position offers a hybrid work schedule Willingness to work on-site at stated location on the job opening. 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 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. $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: 30 Dec 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. 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.
    $167k-260k yearly 14d ago
  • Lead ABL/Factoring Portfolio Manager

    Wells Fargo 4.6company rating

    New York, NY jobs

    **About this role:** Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products. **In this role, you will:** + Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners + Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors + Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda + Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings + Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable + Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives + Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives + Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies + Be a key participant in large-scale planning related to a given product or specialty's business objectives + Serve as a mentor for less experienced individuals **Required Qualifications:** + 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in Asset Based Lending and Factoring + Microsoft Office: Excel, Word, PowerPoint + Strong understanding of financial statements, collateral analysis, and loan structuring. + Proficiency infinancial analysis, including interpreting balance sheets, income statements, and cash flow. + Excellent interpersonal, communication, and negotiation skills. + Strong understanding ofcommercial banking products and services. + Ability toanalyze client needsand develop tailored financial solutions. **Job Expectations:** + Travel: 10% of the time + This position offers a hybrid work schedule + Willingness to work on-site at stated location on the job opening. + 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 **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. $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:** 30 Dec 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 (****************************************************************** . **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. **Req Number:** R-506870
    $167k-260k yearly 22d ago
  • Lead ABL/Factoring Portfolio Manager

    Wells Fargo 4.6company rating

    New York, NY jobs

    About this role: Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products. In this role, you will: * Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners * Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors * Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda * Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings * Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable * Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives * Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives * Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies * Be a key participant in large-scale planning related to a given product or specialty's business objectives * Serve as a mentor for less experienced individuals Required Qualifications: * 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Asset Based Lending and Factoring * Microsoft Office: Excel, Word, PowerPoint * Strong understanding of financial statements, collateral analysis, and loan structuring. * Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow. * Excellent interpersonal, communication, and negotiation skills. * Strong understanding of commercial banking products and services. * Ability to analyze client needs and develop tailored financial solutions. Job Expectations: * Travel: 10% of the time * This position offers a hybrid work schedule * Willingness to work on-site at stated location on the job opening. * 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 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. $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: 30 Dec 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. 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.
    $167k-260k yearly 6d ago
  • CIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager

    Wells Fargo 4.6company rating

    New York, NY jobs

    **About this role:** Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk. **In this role, you will:** + Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading. + Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders. + Serve as primary credit coverage for a portfolio of regulated fund counterparties. + Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary. + Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures. + Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework. + Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives. **Required Qualifications:** + 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products + Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.) + Strong written and verbal communication skills + Strong analytical skills with high attention to detail + Understanding of leveraged ETF's + Ability to execute in a fast paced, high demand environment while balancing multiple priorities + BS/BA degree in a related field **Job Expectations:** + Ability to travel up to 10% or as needed + This position is not eligible for Visa sponsorship + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **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. $143,000.00 - $224,000.00 **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:** 18 Dec 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 (****************************************************************** . **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. **Req Number:** R-492217
    $143k-224k yearly 60d+ ago
  • CIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager

    Wells Fargo 4.6company rating

    New York, NY jobs

    About this role: Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk. In this role, you will: * Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading. * Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders. * Serve as primary credit coverage for a portfolio of regulated fund counterparties. * Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary. * Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures. * Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework. * Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives. Required Qualifications: * 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products * Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.) * Strong written and verbal communication skills * Strong analytical skills with high attention to detail * Understanding of leveraged ETF's * Ability to execute in a fast paced, high demand environment while balancing multiple priorities * BS/BA degree in a related field Job Expectations: * Ability to travel up to 10% or as needed * This position is not eligible for Visa sponsorship * This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. 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. $143,000.00 - $224,000.00 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: 18 Dec 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. 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.
    $143k-224k yearly 11d ago
  • CIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager

    Wells Fargo Bank 4.6company rating

    New York, NY jobs

    About this role: Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk. In this role, you will: Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading. Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders. Serve as primary credit coverage for a portfolio of regulated fund counterparties. Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary. Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures. Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework. Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives. Required Qualifications: 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.) Strong written and verbal communication skills Strong analytical skills with high attention to detail Understanding of leveraged ETF's Ability to execute in a fast paced, high demand environment while balancing multiple priorities BS/BA degree in a related field Job Expectations: Ability to travel up to 10% or as needed This position is not eligible for Visa sponsorship This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. 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. $143,000.00 - $224,000.00 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: 18 Dec 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. 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.
    $143k-224k yearly 60d+ ago
  • Portfolio Manager Team Lead, Commercial Banking

    Wintrust Financial 4.9company rating

    Holland, MI jobs

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why Join Us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Portfolio Manager Team Lead, Commercial Banking manages the administration of a sizable commercial banking portfolio and supports commercial banking teams in new business initiatives, accomplishing these objectives through the supervision of a team of Portfolio Managers and Credit Analysts with varying experience levels. The typical portfolio will consist of all types of commercial loans including lines of credit, term notes, and commercial mortgages with an aggregate portfolio balance of $500MM plus. What You'll Do Primary responsibilities include assignment, management, and prioritization of ongoing workflow, mentoring Portfolio Managers and Credit Analysts by auditing work products and providing feedback, while contributing to the organizational development of employees through 1:1 interactions, active career planning and mentorship, and delivery of timely and accurate feedback Serve as the liaison with assigned commercial banking teams assuring new business activities are prioritized while portfolio management responsibilities (renewals, annual reviews, covenant testing, reporting exceptions, documentation exceptions, etc.) are managed in accordance with bank policies Directly manage a small portfolio of the most complex and important accounts. Direct portfolio management responsibilities include gathering, analyzing and testing all business and personal financial data collected for the purpose of monitoring the loan relationship while performing portfolio management tasks including the underwriting of annual reviews and renewals, completing covenant testing verifications, managing reporting and documentation exceptions, and ensuring the loan portfolio is accurately risk rated Review credit approval presentations of the Portfolio Managers and Credit Analysts, focusing on the accuracy of the data and analysis, ensuring all risks are identified and mitigated, and ensuring a structure is in place to appropriately govern the credit based on the risk profile Provide a layer of quality control in the underwriting process by reviewing work and providing feedback to Portfolio Managers and Credit Analysts to ensure underwriting documents are comprehensive and accurate prior to review by their supervisor Primary point of contact between commercial credit and the lending teams in managing new business pipelines and portfolio management activities. Serve as a credible challenge to the lending teams to ensure lending relationships are structured within the bank's risk tolerance and all portfolio management expectations are met Qualifications Bachelor's degree in business, finance or accounting; Master's degree preferred Formal credit training from a respected bank, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures 10+ years' financial services experience with a working knowledge of the banking environment, products and all supporting processes and technology; commercial credit experience highly preferred Prior experience managing a team preferred but not required Excellent verbal and written communications skills Strong analytical, organizational and time management skills Proven ability to manage tasks in a timely and efficient manner Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $117,000 - $175,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI-AC1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $117k-175k yearly Auto-Apply 60d+ ago
  • Commercial Banking - Healthcare Mid-Corporate Lead Portfolio Manager (Vice President)

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    About this role: As a Vice President/Lead on the Specialized Industries Healthcare team, you will lead / support the underwriting and portfolio management of credit facilities for healthcare companies covered by Commercial Banking. You will also contribute to underwriting Wells Fargo's credit commitments to healthcare companies in coordination with Overland Advantage. In this role, you will: * Underwrite new transactions as the lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda. * Run diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants. * Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis. * Present to senior approvers and risk committees: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure. * Portfolio Management: oversee the production of quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale. * Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy * Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency. * Mentor junior team members: provide training, guidance, and feedback to support their development and strengthen team capabilities. Required Qualifications, US: * 5+ years of Mid-Corporate Portfolio Management or Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. * Advanced proficiency in accounting principles, financial statement analysis, and financial modeling. * Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions. * Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings. * Strong analytical skills, with heightened attention to detail and accuracy * Excellent written and verbal communication skills. * Ability to work in a fast-paced, deadline-driven environment * Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures. * Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook) 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 Job Location: * 550 S Tryon St., Charlotte, NC Posting End Date: 18 Dec 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $81k-120k yearly est. 2d ago
  • Senior Lead Mid-Corporate Portfolio Manager - Commercial Banking, Specialized Industries (Franchise Finance Division)

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    **About this role:** This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships + Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others + Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management + Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management)) + Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise + Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities. **Required Qualifications:** + 7+ 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 managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. + Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions. + Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections. + Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets + Strong analytical skills, with heightened attention to detail and accuracy + Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing. + Experience developing and maintaining external and internal partnerships + Experience in adopting and executing change management to enable business growth + Excellent verbal, written, and interpersonal communication skills + Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) + Completion of a formal training program + Bachelor's degree in accounting, finance, or business **Job Expectations:** + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule (1 day per week WFH) + 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 10-15% of the time \#CommercialBanking **Location:** + 550 S Tryon St., Charlotte, NC + 1808 Aston Ave., Carlsbad, CA **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. $159,000.00 - $305,000.00 **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:** 23 Dec 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 (****************************************************************** . **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. **Req Number:** R-507290
    $81k-120k yearly est. 4d ago
  • Senior Lead Mid-Corporate Portfolio Manager - Commercial Banking, Specialized Industries (Franchise Finance Division)

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    About this role: This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships * Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others * Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management * Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management)) * Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise * Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities. Required Qualifications: * 7+ 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 managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. * Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions. * Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections. * Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets * Strong analytical skills, with heightened attention to detail and accuracy * Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing. * Experience developing and maintaining external and internal partnerships * Experience in adopting and executing change management to enable business growth * Excellent verbal, written, and interpersonal communication skills * Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) * Completion of a formal training program * Bachelor's degree in accounting, finance, or business Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule (1 day per week WFH) * 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 10-15% of the time #CommercialBanking Location: * 550 S Tryon St., Charlotte, NC * 1808 Aston Ave., Carlsbad, CA 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. $159,000.00 - $305,000.00 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: 23 Dec 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. 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.
    $81k-120k yearly est. 5d ago
  • Senior Lead Mid-Corporate Portfolio Manager - Commercial Banking, Specialized Industries (Franchise Finance Division)

    Wells Fargo Bank 4.6company rating

    Charlotte, NC jobs

    About this role: This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management)) Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities. Required Qualifications: 7+ 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 managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions. Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections. Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets Strong analytical skills, with heightened attention to detail and accuracy Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing. Experience developing and maintaining external and internal partnerships Experience in adopting and executing change management to enable business growth Excellent verbal, written, and interpersonal communication skills Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) Completion of a formal training program Bachelor's degree in accounting, finance, or business Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule (1 day per week WFH) 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 10-15% of the time #CommercialBanking Location: 550 S Tryon St., Charlotte, NC 1808 Aston Ave., Carlsbad, CA 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. $159,000.00 - $305,000.00 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: 23 Dec 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. 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.
    $81k-120k yearly est. 2d ago
  • Asia Portfolio Leader - Industrial Adhesive and Tapes

    3M Companies 4.6company rating

    Indiana jobs

    3M has a long-standing reputation as a company committed to innovation. We provide the freedom to explore and encourage curiosity and creativity. We gain new insight from diverse thinking, and take risks on new ideas. Here, you can apply your talent in bold ways that matter. Job Description: Individual accountability * Drives growth by meeting customer needs through flawless portfolio and program implementation * Define the Area Portfolio implementation plan in alignment with Global Portfolio strategy * Application of global 'key focus strategic" portfolios /products (invest/focus) relevant to the area * Clear actions for "strategic review" portfolios /products (divest/de-emphasize) , By Area/Country, By Market Segment / Procedure / Process * Execute portfolio exit decisions in the area to minimize customer impact during transition or complete phase out * Provides customer and competitive insights into Area & global teams * Understand market trends and customer goals on sustainability, leveraging as part of our strategy for portfolio/segment * Facilitate the Monthly Area IBP Portfolio Review * Set Area Price Corridors * Define and execute pricing per region / country based on global and area corridors by understanding price / value proposition * Own the governance and rhythm, including optimizing commercial processes * Approve price deviation requests outside of area corridor for defined value thresholds, escalate requests outside of global corridor with Global Portfolio team * Lead Global NPI launches in Area / prioritized geographies * Ensure usage of global launch best practices and global resources (e.g. launch packages, assets, etc) and successful adaptation in the area as needed * Provide continuous support and guidance to regions on training and education related to new product introductions * Provide feedback on Region / Country needs for successful launches and sales plan attainment * Own Area Material Master Data for the Business Unit * e-commerce / Channel Partners * SAP / Legacy systems Key shared accountabilities * Area Division leader - provide prioritized plans as aligned with Global Portfolio, support area execution priorities & growth programs, ensure strong feedback loops on market & customers back to global teams * R&D - strong engagement on area product development plans, guidance on AE priorities/programs/ support needs * Area IBP Demand Leader - represent the portfolio in the area demand plan Role qualifications * Strategic pricing understanding * Translating global portfolio strategy * Ability to translate a global portfolio strategy into area adapted tactics including prioritization of regions and/or segments. Key Metrix Primary Metrics: * $ sales & organic local currency growth % * Gross margin $ at standard * Market penetration (specific metric to be further defined) * Incremental (Net) NPI Sales $ Secondary Metrics: * Price Exception Approval Cycle Time * Pricing Corridor Compliance * IBP: Portfolio Revenue projection vs. actual sales attainment & BIAS (Lag 2/3) * IBP: Portfolio Revenue vs. Area demand plan (Rolling 12/24/36 months vs. CAGR) * IBP: NPI Health ($, timing, pipeline) * Phase in/phase out metrics [tbd in BG customization] * Commercialization Execution * Key Project Accomplishment * Customer satisfaction * Brand health (specific metric to be further defined) Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
    $89k-143k yearly est. Auto-Apply 12d ago

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