Wells Fargo

Fund Finance Middle Office Senior Manager

Wells Fargo$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in Business Relationship Support or equivalent experience
  • 3+ years in management or leadership roles
  • Experience with Fund Finance preferred
  • Proficiency with nCino and LoanIQ is desirable
  • Strong strategic thinking and decision-making skills

Responsibilities

  • Manage and develop teams in Corporate & Investment Banking's middle office
  • Engage stakeholders to influence functional outcomes
  • Determine strategies for meeting moderate to high-risk deliverables
  • Identify and recommend process improvements and risk control initiatives
  • Oversee end-to-end customer experience, including onboarding
  • Ensure satisfactory audit results through compliance monitoring

Benefits

  • Hybrid work schedule with a minimum of 3 days in-office
  • Opportunities for continuous talent development
  • Dynamic work environment requiring problem-solving skills
  • Access to leadership roles and coaching opportunities
  • Supportive culture encouraging strategic initiatives and innovation
Full Job Description

About this role:

Wells Fargo is seeking a Business Relationship Support Senior Manager with Fund Finance Middle Office.

Business Relationship Support Senior Manager will provideleadership support of Corporate & Investment Banking’s middle office and loan closing teams supporting the Fund Finance line of business. Provides support to relationship management teams and other internal business partners in coordination of the loan closing process.  Acts as the primary point of contact for operational and product questions and escalation items. Partners across line of business industries to ensure consistency in process and control management.  

Duties may include proactively handling client account and/or product issues, money movement transactions and approvals, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries. Coordinates customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.  Manage and develop teams of individual contributors or managers handling moderate‑complexity and moderate‑risk work while driving functional strategy and performance.


In this role, you will:

  • Manage and develop teams of individual contributors and/or managers in roles with moderate complexity and risk  within Corporate & Investment Banking Lending Operations in middle office function
  • Areas of focus may include the following: Middle Office, Credit Execution, Middle Office Credit Services, Middle Office Structured Lending or other Middle Office specialty group
  • Engage and influence stakeholders, internal partners, and peers impacted by functional outcomes
  • Determine strategies and actions required to meet moderate  to high risk deliverables
  • Interpret and develop policies and procedures for functions with moderate complexity
  • Identify and recommend process improvement and risk control initiatives
  • Manage allocation of people and financial resources to meet commitments and strategic objectives
  • Develop and promote a culture of continuous talent development and performance
  • Collaborate with and influence professionals and leaders, including senior managers; interact with external customers
  • Manage the end-to-end customer experience including onboarding and extensive problem-solving
  • Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers
  • Oversee customer operations which may include initiation and accuracy of loan documentation
  • Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies
  • Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning
  • Determine appropriate strategy and actions to meet objectives
  • Lead team to achieve objectives


Required Qualifications:

  • 7+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of management or leadership experience


Desired Qualifications:

  • Experience with Fund Finance
  • Experience with nCino and LoanIQ
  • Leadership experience including; coaching, training, and mentoring including leading other managers and complex professional teams
  • Experience identifying inefficiencies, finding opportunities to streamline business processes, and implementing change
  • Ability to motivate staff to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to interact with all levels of an organization, including management
  • Proven organizational, multi-tasking, and prioritizing skills, as well as the ability to influence and negotiate across functional teams
  • Strong strategic thinking and decision-making skills
  • Proven analytical and problem-solving skills


Job Expectations:

  • Ability to work at the posted location in Charlotte, NC
  • Ability to work a hybrid schedule, at least 3 days a week working in office.

Posting End Date:

15 Jul 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

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Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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