Senior Lead Wealth Management Banker – HNW, Executive Wealth Solutions

Wells Fargo

Senior Lead Wealth Management Banker advising high-net-worth clients and delivering customized banking solutions. Leading strategic initiatives across multiple business lines in wealth management.

Posted 6/26/2026full-timeCharlotte • California, District of Columbia, Florida, North Carolina, Washington • 🇺🇸 United StatesSenior💰 $185,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact

Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert

Requirements

What you’ll need

7+ 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
Significant experience advising HNW clients, corporate executives, and partners within professional services firms (e.g., legal, consulting, accounting)
Strong background in complex credit structuring, customized lending, and balance sheet optimization
Proven track record of delivering results in a highly competitive HNW environment
Exceptional relationship management skills with the ability to engage senior-level and executive clients
FINRA Series 7 and 66 (or equivalent) preferred for immediate registration

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

Wealth Management Bankingcredit structuringcustomized lendingbalance sheet optimizationcredit solutionsliquidity solutionstrust strategiesstrategic planningdeal executionclient engagement

Soft Skills

relationship managementadvisory skillsdecision makingmentoringcollaborationclient-centric approachcommunicationleadershipproblem solvingexecutive engagement

Certifications

FINRA Series 7FINRA Series 66