Wells Fargo

Principal Technology Mid-Corporate Relationship Manager

Wells Fargo$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of Mid-Corporate Relationship Management experience or equivalent.
  • Familiarity with the Technology Sector.
  • Valid FINRA Series 63 and Series 79 exam (or recognized equivalents).
  • Proven ability to build client relationships and internal partnerships.
  • Strong professional communication skills.

Responsibilities

  • Serve as an expert advisor on complex cash flow and real estate loans for Mid-Corporate clients.
  • Lead the development of tailored financial solutions for clients by collaborating with product organizations.
  • Provide strategic leadership and industry insights to enhance company-wide relationship management strategies.
  • Improve internal processes and client issue resolution to align with Wells Fargo’s objectives.
  • Drive relationship planning and maintain current sales information in CRM systems.
  • Support Business Development Representatives in acquiring new clients using existing networks.

Benefits

  • Hybrid work schedule available.
Full Job Description

About this role:

Wells Fargo is seeking a Principal Mid-Corporate Relationship Manager in Technology banking within Specialized Industries as part of Commercial Banking. Learn more about the career areas and lines of business at .


In this role, you will:

  • Serve as an expert advisor to lead highly complex and substantial cash flow and real estate loans and certain other industry specific solutions with Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders

  • Strategically lead and resolve for full suite of solutions offered by Wells Fargo to Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions

  • Provide vision, leadership, and industry expertise regarding Mid-Corporate Relationship Management company wide strategies that significantly influence the organization's business and financial operations

  • Strategically lead all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an expert and act as a mentor for less experienced colleagues

  • Review, understand and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet the most complex needs that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions

  • Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems

  • Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network


Required Qualifications:

  • 10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Familiarity with the Technology Sector

  • Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)

  • Demonstrated ability to build effective relationships with clients and partnerships with internal teams

  • Professional verbal and written communication skills


Job Expectations:

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. 

  • Wells Fargo will initiate the FINRA review process at the time of offer acceptance.

  • Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted.

  • Compliance with state law registration and licensing requirements is mandatory. 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.

  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.

  • Internal transfers are subject to compliance 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.

  • This position is not eligible for Visa sponsorship

  • This position offers a hybrid work schedule

Work Location:

  • 111 Congress Avenue - Austin, TX 78701

    Posting End Date:

    25 Jun 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

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