Wells Fargo

Sales

• Build and implement sales strategies for HHN based on market trends, business goals, and product/service offerings to effectively and efficiently scale the business.
• Coordinate with HHN leadership, Relationship Managers, and where appropriate, Business Development Officers (BDOs) to drive a consistent level of prospect calling activity and pipeline opportunities.
• Work with HHN subject matter experts (SMEs) to create and distribute thought leadership and sector insights to be deployed by HHN Relationship Managers (RMs) in the acquisition of new client relationships.
• Partner with sales enablement to implement growth strategies and reinforce a continuous improvement sales culture.
• Support growth goals, KPIs, prospecting/sales processes, team structure, competitive analysis, new market opportunities, and specific selling methodologies.
• Utilize data analysis to forecast sales trends, identify potential opportunities, and mitigate risks.
• Align sales strategy plan with marketing, communications, and public relations to enhance brand and social channels to drive the business.
• Determine and lead attendance/membership/sponsorship at industry events, summits, and conferences.
• Drive consistency in setting performance expectations, measuring performance, coaching/developing talent, and identifying training needs and resources for sales force; cultivates high performing teams.
• Evaluate and assess effectiveness of sales strategies and adjust as needed.
• Continuously work to strengthen risk and control infrastructure around sales procedures, policies, activities, and product placement; identifies and mitigates risk, contributes to improving controls, and participates in issues management when necessary.
• Design effective industry sales strategies for HHN to grow the business and mitigate risk.
• Lead and influence the development of high performing sales team who can effectively prospect, sell, and build relationships with strategic HHN clients.
• Expand the universe of shared Wells Fargo clients and deepen relationships to generate growth for all business lines.

Division Sales Executive – Healthcare, Higher Education, Not-for-Profit

Account Manager

• Develop, manage, and grow a portfolio of moderately complex commercial client relationships by applying strong relationship management skills
• Build a clear understanding of client needs and financial priorities, providing relevant insights and solutions to support client decision-making
• Support the structuring, modification, and renewal of credit solutions, including cash flow lending, real estate financing, and other commercial banking products
• Conduct financial analysis, assess client performance, and contribute to deal structuring in partnership with senior relationship managers and credit partners
• Partner with internal product and functional teams to deliver appropriate commercial banking solutions aligned to client needs
• Leverage knowledge of client business models and financial performance to support tailored recommendations
• Contribute to the execution of business initiatives within the Commercial Banking Relationship Management team
• Support efforts that enhance client experience, operational efficiency, and business growth
• Build effective working relationships across teams to support deal execution, address client needs, and ensure alignment with risk and compliance standards
• Escalate complex issues as appropriate
• Support relationship planning and ongoing portfolio management, including maintaining pipeline activity, updating systems, and ensuring accurate documentation to support forecasting and reporting
• Partner with business development teams to identify new opportunities within the market
• Participate in client outreach and relationship-building efforts to support portfolio growth
• Collaborate with product partners to stay informed on evolving solutions and market trends, contributing client insights to support product alignment and competitiveness

Senior Commercial Banking Relationship Manager

Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team
• Lead a branch team to proactively identify customer financial needs
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience
• Identify opportunities for making banking easier for customers
• Leverage reporting and employee observations to gain insight into strengths and opportunities
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions

Branch Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team
• Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners to provide customers a comprehensive Wells Fargo experience
• Identify opportunities for making banking easier for customers through education and demonstration of digital options
• Leverage reporting and employee observations to gain insight into strengths and opportunities

• Lead, manage and develop a team of branch managers to ensure an exceptional customer and team experience, manage risk, and support growth across multiple branch locations
• Identify and recommend process improvement opportunities to partners by ensuring that colleagues are aligned with applicable regulations, policy and procedure requirements, operational expectations, audit, and escalation processes
• Determine appropriate strategies and actions of the regional banking team to meet the regional branch objectives
• Interpret and deploy branch performance objectives, and lead transformational changes in the region
• Collaborate with partners, peers, and other leaders to understand the trends in the business and execute strategies in alignment with internal goals while managing risk
• Manage allocation of people and financial resources for Regional Banking
• Develop and guide a culture of talent development to meet business objectives and strategy

District Senior Manager

Full-stack Engineer

• Serve as the principal technical authority for the RIA platform, shaping overall system architecture, design patterns, and long‑term technical vision.
• Define and enforce engineering standards for scalability, resiliency, security, performance, and maintainability across the platform.
• Act as a hands‑on contributor, designing and building critical components of the platform using Java, Spring Boot, and React.js.
• Lead development of backend services, APIs, and frontend frameworks supporting core custody workflows.
• Implement resiliency and reliability best practices, including fault tolerance, circuit breaking, graceful degradation, and observability.
• Lead complex integrations with third‑party vendors
• Ensure secure, scalable, and compliant integrations that support multi‑tenant and multi‑channel RIA use cases.
• Mentor senior and mid‑level engineers, raising overall engineering maturity and technical depth.

Principal Engineer – RIA Platform Technology

Backend Engineer

• Design, develop, test, and deploy software modules and platform capabilities for the Enterprise Generative AI Platform
• Build rich, responsive, and highly usable UI experiences for internal AI products, platform consoles, and workflow-driven applications
• Develop and maintain scalable applications using Python, APIs, microservices, and modern frontend technologies
• Engineer frontend components and interaction patterns for chat experiences, streaming responses, form-heavy workflows, dashboards, and control panels
• Collaborate with enterprise teams to integrate platform UIs with AI services, agent runtimes, model endpoints, orchestration services, and platform APIs
• Implement reusable components, UI state management patterns, and design-system-aligned development standards
• Optimize application performance across frontend rendering, service latency, API interactions, and user workflow responsiveness
• Build backend capabilities in Python that support frontend needs including orchestration endpoints, metadata services, execution tracking, and runtime status APIs
• Troubleshoot and resolve complex technical issues across UI and service layers
• Contribute to automated testing, code quality, documentation, and secure software delivery practices
• Stay up to date with advancements in Generative AI, agent frameworks, UI engineering, and Python ecosystem tooling
• Partner with product owners, architects, designers, and other engineers to translate product requirements into elegant technical solutions
• Assist and mentor other engineers in advanced software development and platform engineering best practices

Senior Specialty Software Engineer – Enterprise Generative AI Platform, Python Engineering

Director

• Manage a team of engineering managers and engineering leads
• Focus on delivering commitments aligned to enterprise strategic priorities
• Build support for strategies with business and technology leaders
• Serve as the primary production technology leader for Equity Prime Finance
• Lead, mentor, and develop a team of 5–10 production engineers/SREs, ensuring skills growth, operational rigor, and high performance
• Drive true SRE practices, including automation, observability, SLIs/SLOs, error budgets, root-cause reduction, and reliability engineering
• Guide development of actionable roadmaps and plans
• Identify opportunities and strategies for continuous improvement of software engineering practices
• Provide oversight to software craftsmanship, security, availability, resilience, and scalability of solutions developed by the teams or third-party providers
• Identify financial management and strategic resourcing
• Set risk management guidelines and partner with stakeholders to implement key risk initiatives
• Develop strategies for hiring engineering talent
• Lead implementation of projects and encourage engineering innovation
• Interface with external agencies, regulatory bodies or industry forums
• Own production readiness, deployment governance, and operational support standards
• Build strong partnerships with trading desks, operations, and developers to align support priorities with business outcomes
• Manage allocation of people and financial resources for Technology Strategic Leadership
• Develop and guide a culture of talent development to meet business objectives and strategy

Platform Support Technology Director – Prime Brokerage

• provide strong, inclusive leadership to build and retain a high-performing team
• lead a branch team to proactively identify customer financial needs
• use branch manager routines to build individual capability, confidence, and productivity
• partner closely with internal sales partners to provide comprehensive customer experience
• identify opportunities for making banking easier for customers
• leverage reporting and employee observations to gain insight into strengths and opportunities
• demonstrate ownership by balancing growth, operational soundness, and talent decisions

Branch Manager – Del South District

• Provide strong, inclusive leadership to build and retain a high‑performing team
• Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners to provide customers a comprehensive Wells Fargo experience
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options
• Leverage reporting and employee observations to gain insight into strengths and opportunities
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions

• Provide strong, inclusive leadership to build and retain a high-performing team
• Lead a branch team to proactively identify customer financial needs
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners to provide customers a comprehensive Wells Fargo experience
• Identify opportunities for making banking easier for customers
• Leverage reporting and employee observations to improve team performance
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions

• Provide strong, inclusive leadership to build and retain a high‑performing team
• Lead a branch team to proactively identify customer financial needs
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options
• Leverage reporting and employee observations to gain insight into strengths and opportunities
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions

Customer Support

• Lead the Mass business segment across Wells Fargo Business Operations Customer Service
• Manage and develop both managers and individual contributors across multiple U.S. sites
• Be responsible for how we deliver the best possible service for Mass customers across the globe
• Serve as the highest‑level escalation point for complex customer and employee issues
• Partner daily with internal groups including Bankers, Fraud, Credit Card, Merchant Services, Lending, Legal, and Complaints teams to resolve issues and support customer outcomes
• Identify opportunities for operational improvement, process optimization, and risk mitigation with the Mass segment
• Thought leadership to identify opportunities with Digital, AI, and other capabilities to drive more customer self service options
• Implement new systems, policies, and guidelines that support the segment‑based service model
• Ensure all activities align with Wells Fargo legal, regulatory, investor, and business policies
• Manage staffing levels, workforce allocation, performance expectations, and financial resources for your assigned segment
• Mentor, coach, and develop leaders—including managers, coaches, and senior agents

Senior Customer Service Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team
• Lead a branch team to proactively identify customer financial needs
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners to maximize relationship depth
• Identify opportunities for making banking easier for customers
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions

Branch Manager – North East MD District

• Serve as the sales leader of the branch
• Accountable for acquiring, deepening and retaining customer relationships
• Lead, coach, and develop a team to improve banker productivity
• Foster an engaged, accountable culture focused on customer financial needs