Wells Fargo

Wealth Banking Director - Professional Services

Wells Fargo$250K — $420K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of Wealth Management Banking experience or equivalent
  • 4+ years of management or leadership experience
  • Experience serving professional services clients like private equity or consulting
  • Strong knowledge of lending, credit structuring, and wealth solutions
  • Proven ability to manage P&L and risk within financial services
  • Experience in a complex, matrixed organization
  • FINRA Series 7 & 66 or ability to obtain them

Responsibilities

  • Lead strategy and growth for a national Professional Services banking practice
  • Build relationships with senior executives and decision-makers
  • Develop holistic financial solutions across various banking segments
  • Manage business performance including P&L and risk
  • Lead and develop a team of Relationship Managers
  • Drive business development through networking and client engagement
  • Establish a strong risk and compliance environment

Benefits

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

Wells Fargo is seeking a Wealth Banking Director - Professional Services to lead and grow a specialized banking practice serving private equity firms, and other advisory-based organizations. This senior leader will drive strategic growth, lead a high-performing team, and deliver seamless, integrated client experience across banking, lending, and wealth solutions...Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:
  • Lead the strategy, growth, and execution of a national Professional Services banking practice
  • Build and deepen relationships with senior executives, partners, and decision-makers across client organizations
  • Develop and deliver holistic financial solutions by partnering across Wealth Management, Commercial Banking, and Investment Banking
  • Own business performance, including P&L, balance sheet management, and risk oversight_
  • Lead, coach, and develop a geographically dispersed team of Relationship Managers and banking professionals_
  • Drive new business development through internal collaboration, external networking, and client engagement_
  • Establish and maintain a strong risk and control environment, ensuring alignment with regulatory and compliance requirements
  • Optimize processes, scalability, and operational effectiveness across the business
  • Allocate resources strategically to support growth, client experience, and business priorities_
  • Foster an inclusive, high-performance culture that encourages innovation, collaboration, and professional development


Required Qualifications:
  • 10+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 4+ years of management or leadership experience


Desired Qualifications:
  • Experience serving professional services clients (e.g., private equity, legal, consulting, or alternative asset management firms)
  • Demonstrated success building or scaling a specialized banking or client segment business
  • Strong knowledge of lending, credit structuring, treasury management, and wealth solutions
  • Proven ability to manage business performance, including P&L and risk
  • Experience working within a complex, matrixed organization
  • Excellent leadership, communication, and stakeholder management skills
  • FINRA Series 7 & 66 (or equivalent) or ability to obtain within required timeframe


Job Expectations:
  • Ability to travel as needed (approximately 25%)
  • Flexibility to work across multiple regions and time zones
  • Must meet and maintain applicable FINRA licensing and regulatory requirements
  • This position is not eligible for visa sponsorship
  • This position offers a hybrid work schedule in compliance with FINRA standards
  • 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
  • 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


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.
$250,000.00 - $420,000.00

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:

10 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.

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 Wealth Banking Director - Professional Services jobs: