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About the Role

Wells Fargo’s Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs. This role manages the end‑to‑end delivery of the full custom loan product suite including specialized and bespoke lending structures while applying strong credit expertise, strategic thinking, and exceptional relationship management and consultative sales skills.

Responsibilities

Actively market custom lending solutions across the Wells Fargo Platform
Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients
Structure credit opportunities and negotiate deal terms directly with clients
Present deals to Independent Risk Management, along with underwriting teams, for final approval
Assist with recruiting of new Financial Advisors including reviewing credit opportunities within their book of work
Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions
Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area

Requirements

7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Proven success in custom credit origination and complex loan structuring for HNW/UHNW clients
Strong credit acumen with demonstrated ability to design bespoke lending solutions
Private Banking, Corporate Banking or Commercial Banking experience
Excellent sales and relationship management skills
Strong credit risk experience
Knowledge of traditional banking products
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
A Master's degree or higher
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire
Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business
Compliance with state law registration and licensing requirements is mandatory
Specific product licenses or SAFE licensing may apply
Additional requirements include meeting enhanced financial fitness and criminal background standards
Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired
Information will be shared about expectations during the recruitment process

Skills

Custom credit origination
Complex loan structuring
Bespoke lending solutions
Sales
Relationship management
Credit risk
Traditional banking products

Location

US only

Work Type

Full-time

Experience Level

7+ years

Education Level

Master's degree or higher

Salary/Compensations

$185,000.00 - $300,000.00

Benefits

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

About the Company

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services.
We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently.
We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.
Banking, Lending, & Trust (BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs.
These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services.
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets.
We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.
Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations.
News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Additional information may be found at: wellsfargo.com wellsfargojobs.com

Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy Wells Fargo maintains a drug free workplace.
Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.