Wealth Banking Director – Professional Services

Wells Fargo

Wealth Banking Director at Wells Fargo leading specialized banking practice for private equity and advisory firms. Driving strategic growth and delivering integrated client experiences.

Posted 6/26/2026full-timeSan Francisco • California, North Carolina, Texas • 🇺🇸 United StatesLead💰 $250,000 - $420,000 per yearWebsite

About the role

Key responsibilities & impact

Lead the strategy, growth, and execution of a national Professional Services banking practice
Build and deepen relationships with senior executives, partners, and decision-makers across client organizations
Develop and deliver holistic financial solutions by partnering across Wealth Management, Commercial Banking, and Investment Banking
Own business performance, including P&L, balance sheet management, and risk oversight
Lead, coach, and develop a geographically dispersed team of Relationship Managers and banking professionals
Drive new business development through internal collaboration, external networking, and client engagement
Establish and maintain a strong risk and control environment, ensuring alignment with regulatory and compliance requirements
Optimize processes, scalability, and operational effectiveness across the business
Allocate resources strategically to support growth, client experience, and business priorities
Foster an inclusive, high-performance culture that encourages innovation, collaboration, and professional development

Requirements

What you’ll need

10+ 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
4+ years of management or leadership experience
Experience serving professional services clients (e.g., private equity, legal, consulting, or alternative asset management firms)
Demonstrated success building or scaling a specialized banking or client segment business
Strong knowledge of lending, credit structuring, treasury management, and wealth solutions
Proven ability to manage business performance, including P&L and risk
Experience working within a complex, matrixed organization
Excellent leadership, communication, and stakeholder management skills
FINRA Series 7 & 66 (or equivalent) or ability to obtain within required timeframe

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 ManagementP&L managementbalance sheet managementrisk oversightlendingcredit structuringtreasury managementfinancial solutionsbusiness developmentoperational effectiveness

Soft Skills

leadershipcommunicationstakeholder managementrelationship buildingcoachingcollaborationinnovationprofessional developmentstrategic resource allocationinclusive culture

Certifications

FINRA Series 7FINRA Series 66