Senior Lead Equipment Finance Syndication Consultant

Wells Fargo

Senior Lead Equipment Finance Syndication Consultant responsible for expanding finance syndication platforms. Collaborating with teams to structure and manage complex equipment finance transactions.

Posted 5/28/2026full-timeCharlotte • Arizona, Illinois, Minnesota, New York, North Carolina, Texas, Wisconsin • 🇺🇸 United StatesSenior💰 $215,000 - $355,000 per yearWebsite

About the role

Key responsibilities & impact

Assist with relationship management responsibility for major clients
Be responsible for the origination and structuring of loan and lease syndications
Assist in the development of new product offerings and solutions to maintain customer relationships
Assist with managing negotiations and structuring commitments with existing customers
Expand and maintain important client relationships
Assist management in policy making
Provide vision, direction and expertise to implement innovative and significant business solutions
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal and external customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements

What you’ll need

7+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5+ years of experience in Equipment Finance syndications, including loan and lease structuring

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

loan syndicationslease syndicationsloan structuringlease structuringproduct development

Soft Skills

relationship managementnegotiationcollaborationconsultationindependent judgmentpolicy makingproblem solving