Wells Fargo

Lead Equipment Finance Account Manager

Wells Fargo$87K — $154K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of Finance Account Management experience or equivalent
  • Extensive knowledge of lease and loan products, pricing, and credit underwriting
  • Strong client service focus balancing various stakeholder needs
  • Proven track record of meeting business goals and objectives
  • Knowledge of Capital Markets from professional experience or education
  • Excellent verbal, written, and interpersonal communication skills
  • Outstanding problem-solving abilities

Responsibilities

  • Manage working relationships with existing client accounts
  • Partner with sales teams on account planning
  • Develop new accounts and expand existing relationships
  • Use independent judgment to enhance client relationships
  • Independently manage deal flow for coverage area
  • Assist management in supporting customer requests
  • Collaborate with clients and internal stakeholders

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance and critical illness insurance
  • Parental leave
  • Tuition reimbursement
  • Adoption reimbursement
Full Job Description

About this role:

Wells Fargo is seeking an Equipment Finance Account Manager to join our Equipment Finance team. This role is responsible for managing deal flow and enabling client relationship growth, delivering exceptional customer service, and supporting business growth objectives. The successful candidate will serve as a trusted partner to the outside sales team and our clients, working closely with internal stakeholders to execute on opportunities, manage the deal process for a given coverage area, and strengthen long-term relationships. This role may cover Capital Markets and/or Middle Market, Mid-Corporate, Emerging Middle Markets. This position offers the opportunity to make a meaningful impact through client engagement, enabling portfolio growth, and collaboration across multiple lines of business.


In this role, you will:

  • Lead or participate in managing working relationships with clients which already have existing accounts within Equipment Finance Account Management functional area
  • Partner with sales teams on account planning activities
  • Contribute to development of new accounts and expanding existing account relationships
  • Exercise independent judgment in managing and enhancing working relationship with the existing clients and meet business objectives within Equipment Finance Account Management functional area
  • Independently manage deal flow for coverage area
  • Assist the Management teams in supporting customer requests for accounts and developing new accounts
  • Collaborate with existing internal and external customers to build a working relationship


Required Qualifications:

  • 5+ years of Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Extensive knowledge and understanding of lease and loan products, pricing, and credit underwriting
  • Client service focus with the ability to balance the needs of clients, shareholders, and team members
  • Demonstrated history of meeting and exceeding business goals and objectives
  • Knowledge of Capital Markets gained through professional experience, relevant education or a combination of both.
  • Strong collaboration skills with cross-functional teams and other lines of business
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Outstanding problem-solving skills
  • Ability to interact with all levels of an organization

Job Expectations

  • This position offers a hybrid work schedule
  • Current requirements are 3 days in-office?
  • Willingness to work on-site at stated location on the job opening
  • This position is not eligible for Visa sponsorship
  • 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 Locations

  • 109667-MN-600 Wells Fargo, Minneapolis
  • 109845-NC-Brigham Building, Charlotte
  • 112847-TX-Las Colinas Bldg B, Irving Campus
  • 137711-IA-Northstar Building, Des Moines


Additional Information:

Minneapolis, Minnesota Pay Range: $153,000 - $239,000 USD Annual (this range may not be applicable to other locations)

#commercialbanking

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$87,000.00 - $154,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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:

9 Aug 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.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

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

Similar Jobs

More Jobs at Wells Fargo

More Finance & Insurance Jobs

Find similar Lead Equipment Finance Account Manager jobs: