About this role:
Wells Fargo's Specialized Industries - Healthcare team is seeking a Principal Commercial Banking Relationship Manager. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
In this role, you will:
Develop, retain, and grow highly complex client relationships, by understanding the needs and priorities of clients
Advise Healthcare industry clients on financing alternatives and industry-specific solutions, coordinating with internal stakeholders including Investment Banking and Treasury Management
Lead the strategy and execution for full suite of solutions offered by Wells Fargo to commercial clients, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions
Collaborate with peers and colleagues to resolve client issues while achieving Wells Fargo's business objectives, escalate client inquiries when needed, provide leadership to improve processes and risk control, act as a mentor for less experienced colleagues; may additionally lead projects within team or across Commercial Banking line of business
Drive relationship planning activities to deliver the full suite of solutions provided by Wells Fargo and maintain sales and pipeline disciplines by keeping information current in relevant systems
Strategically lead and support Business Development Representatives in sourcing new Healthcare Commercial Banking clients
Required Qualifications
10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Working knowledge of the healthcare industry
General understanding of Capital Markets, including the ability to identify opportunities for referrals to Investment Banking and Private Credit / Direct Lending partners
Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
Experience working with partners to coordinate cross-sell opportunities across Wells Fargo's suite of credit and non-credit products and services
Ability to forge relationships with members of C-suite
This job will involve an active prospecting effort, as well as input in developing Credit based solutions, identifying and prosecuting Treasury opportunities, and participating in credit approval process
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal 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.
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
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
Ability to travel up to 25% of the time
commercialbanking
Location:
333 Market Street - San Francisco, CA
50 West San Fernando Street - San Jose, CA
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.
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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 Apr 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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-531665
