Job Description
Summary: Client Lifecycle Management, “CLM”, supports the end-to-end client journey, from pre-onboarding activities through onboarding, product fulfillment, and ongoing servicing of day-to-day customer requirements. The CLM Client Delivery team provides a high level of support to clients and relationship managers and acts as the customers' main point of contact for account and/or product issues, partnering with internal teams to resolve ad-hoc client inquiries, facilitating customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.
The Head of Priority Client Delivery is a new position for CIB Client Lifecyle Management. The incumbent will lead a newly formed team of managers and highly experienced individual contributors (Client Delivery Consultants) focused on providing bespoke support for CIB’s most strategic relationships. Priority Client Delivery will enhance customer loyalty and relationship experience through a more tailored, proactive engagement model, enhance our ability to track the needs and requirements of our highest priority customers, and continue to refine the way we deliver the firm to them. The team relies on deep client knowledge and offers full end-to-end ownership of the client experience.
In this role, you will:
Lead the build of a priority client delivery team responsible for the ongoing needs of Corporate & Investment Banking’s most strategic relationships
Partner with CIB Client Delivery leadership to reimagine and optimize the client delivery consultant (formerly Relationship Associate) function
Successfully implement and manage the new organizational model for priority support
Continue to evolve the priority client delivery concept over time through ongoing and proactive client engagement and partnership with Banking, CRE, and Markets leaders and Business Managers
Manage and develop two or more specialized teams of managers and professional individual contributors within the client delivery function for Corporate & Investment Banking
Develop and guide a culture of talent development to meet business objectives and strategy
Participate in the identification and maximization of growth opportunities, including on-site calls with Relationship Managers
Identify opportunities and strategies for process improvement and risk control development
Interpret and uphold policies and procedures to effectively interact and negotiate with management, teams, and customers
Collaborate and influence all levels of professionals, including more experienced managers
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives of Client Lifecycle Management
Required Qualifications:
8+ years of Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management experience
Desired Qualifications:
8+ years of experience in client relationship management and/or portfolio management preferred with key Priority Clients
4+ years of experience in managing teams located in other geographies (global)
Experience managing a team of 30+ employees and responsible for annual reviews, hiring and staffing initiatives with a track record of building and optimizing teams
Solid understanding of all Corporate Investment Banking product lines covering our Markets, Investment Banking and CRE products.
Experience with high touch, best in class delivery measures for key priority CIB Clients.
Proven track record of transformational leadership; able to articulate a clear vision for the team, inspire and motivate employees, guide employees through periods of change, and create a sense of ownership and accountability
Proven client-centric approach and ability to build and maintain successful relationships with all levels of the client organization as well as with key internal partners.
Extremely articulate with ability to communicate with Senior and Executive level Leaders.
Able to adjust to new situations, approaches, and ideas, respond to unexpected challenges, pivot when necessary, and adjust plans and strategies as needed
Proven track record of identifying, assessing, and managing operational risk and implementing the necessary controls to mitigate operational risks that arise
Job Expectations:
Travel up to 20%
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.
$120,400.00 - $287,600.00
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:
21 Feb 2025
*****
Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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-434905 Wells Fargo
Job Tags
Work experience placement,