Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

About this role:

Wells Fargo is seeking a Managing Director, Head of Sponsors Portfolio Management. This role manages a team of portfolio managers that support the underwriting, ongoing monitoring, and active management of a portfolio of corporate credit relationships, with a focus on ensuring prudent risk management and disciplined execution. Head of Sponsors Portfolio Management will work in close coordination with leadership from Financial Sponsors Coverage Group, Leveraged Underwriting, Credit Officers, Product Partners (including Capital Markets, Treasury, and Risk), and other internal stakeholders to ensure seamless credit-related execution and portfolio oversight.

In this role, you will:

• Provide senior leadership and oversight of financial and credit risk management for a portfolio of sponsor‑owned portfolio companies
• Own the end‑to‑end credit monitoring framework for the leveraged credit portfolio, including risk ratings, covenant compliance, watchlist governance, and early identification of emerging risks and problem credits
• Lead and review complex credit and financial analysis, industry assessments, and projection modeling to support informed risk and portfolio decisions
• Drive preparation of executive‑level discussion materials for leadership forums and engagement with independent risk partners
• Oversee coverage of client credit needs across core lending and related risk management products, including Interest Rate Swaps, FX, and operating exposure solutions
• Direct ad‑hoc borrower, sector, and portfolio‑level analyses to support strategic decisioning and risk mitigation
• Accountable for the quality and timely completion of annual reviews, portfolio status updates, and watchlist reporting
• Lead portfolio reviews and reporting for senior management, ensuring clear articulation of risk themes, concentrations, and trends
• Ensure consistent adherence to credit policies and procedures, embedding policy requirements into analysis, observations, and lending recommendations
• Act as a senior collaborator and trusted advisor to bankers, risk partners, and stakeholders across the platform
• Champion continuous development of portfolio management talent, risk discipline, and best practices across the team

Required Qualifications:

• 8+ years of Lending or Investment Banking 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 leading Portfolio Management within a Corporate & Investment Bank, with deep expertise in leveraged lending and sponsor‑backed portfolios
• Demonstrated senior‑level understanding of Investment Banking and Corporate Banking products, including Capital Markets, M&A, and complex loan underwriting structures
• Advanced credit acumen, including financial accounting, cash‑flow analysis, structuring considerations, and complex financial modeling for leveraged transactions
• Proven leadership capability, with a track record of operating effectively both independently and through teams, influencing outcomes across Banking, Risk, and senior stakeholders
• Executive‑level communication skills, with the ability to clearly articulate risk, credit views, and portfolio themes to senior management and governance forums
• Strong analytical judgment, with the ability to synthesize complex financial, industry, and risk information into clear, actionable recommendations
• High degree of ownership and accountability, with the initiative to proactively identify risks, escalate issues, and drive solutions
• Demonstrated ability to prioritize and execute in a fast‑paced, highly complex environment
• Sound judgment, with a consistent commitment to credit discipline and risk culture

Job Expectations:

• Registration for FINRA Series 63 or 66 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 7 or 79 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 24 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
• 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

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.

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.

$215,000.00 - $355,000.00

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:

16 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.

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.