Principal Mid-Corporate Relationship Manager

Wells Fargo

. Develop and manage a portfolio of sophisticated Mid-Corporate clients .

Posted 10/1/2026full-timeUnited StatesLead💰 $215,000 - $355,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in Mid-Corporate Relationship Management, with a strong focus on commercial banking products, business development, and risk management. Proven ability to build strategic relationships and deliver customized financial solutions to C-suite executives and key decision makers.

Highest-signal resume keywords

Mid-Corporate Relationship ManagementCommercial Banking ProductsBusiness DevelopmentFINRA Series 63 LicenseRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial LendingTreasury ManagementCapital MarketsForeign ExchangeInterest Rate Risk ManagementCash Flow StructuringReal Estate LendingSales StrategiesPortfolio ManagementRegulatory Compliance

Soft Skills

Executive PresenceConsultative SellingInterpersonal CommunicationPresentation SkillsInfluence Building

Certifications & Qualifications

FINRA Series 63FINRA Series 79Formal Credit Training

Industry Keywords

C-Suite AdvisoryMarket Share ExpansionCross-Functional CoordinationClient AcquisitionRisk Discipline

About the role

Key responsibilities & impact

Develop and manage a portfolio of sophisticated Mid-Corporate clients
Serve as a strategic advisor to C-suite executives and key decision makers
Lead complex commercial banking relationships by delivering customized credit, treasury, capital markets, risk management, and advisory solutions
Drive business development by leveraging an established professional network to acquire new relationships and expand market share across the Northeast region
Coordinate cross-functional teams across Commercial Banking, Treasury Management, Capital Markets, Investment Banking, and Specialized Industries
Structure and lead complex cash flow and real estate lending opportunities
Identify broader relationship opportunities across the enterprise
Develop strategic relationship plans, sales strategies, and growth initiatives
Represent Wells Fargo at industry events, community organizations, and professional associations
Mentor and influence colleagues across the Commercial Bank
Maintain risk discipline and governance while balancing client needs, business objectives, and regulatory requirements
Execute sales, revenue, relationship growth, and portfolio management objectives while focusing on credit quality

Requirements

What you’ll need

10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, or education
Extensive knowledge of commercial banking products and services, including commercial lending, treasury management, capital markets, foreign exchange, and interest rate risk management
Experience managing relationships with companies generating between $500MM and $2B in annual revenue
Established network of business owners, executives, private equity sponsors, attorneys, accountants, and centers of influence throughout the Northeast market
Strong business development track record and ability to create new client acquisition opportunities through existing networks and referrals
Completion of formal credit training
Successfully completed FINRA Series 63 and 79 examinations, or ability to obtain licensing as required
Exceptional executive presence and consultative selling skills
Demonstrated ability to build influence across large, matrixed organizations
Strong verbal, written, presentation, and interpersonal communication skills
Proven ability to identify, assess, and mitigate risk while delivering strong client outcomes
Position is not eligible for Visa sponsorship
Required FINRA license(s), state registration, specific product licenses, or SAFE licensing as applicable
Must meet enhanced financial fitness and criminal background standards
FINRA Series 63 and 79 licenses, or equivalent, must be completed within 180 days of hire if not immediately available to transfer
Compliance with state law registration and licensing requirements is mandatory
Must successfully complete and clear FINRA background screening and meet ongoing regulatory requirements
SIE exam co-requisite may be required for specific FINRA qualification exams obtained after 9/30/2018

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
Incentive opportunities may be available