Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Executive Director, ESOP Advisory Senior Lead Relationship Manager - Eastern US

Wells Fargo

About this role:Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will:Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationshipsAct as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholdersLead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positionsProvide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategiesStrategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleaguesDrive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systemsStrategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networksPartner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategiesRequired Qualifications:7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:3+ years of ESOP related sales or advisory experienceComprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury managementCompletion of formal credit training programDemonstrated experience working collaboratively to deliver the organization to clients and prospectsDemonstrated experience generating new client relationships, building and retaining long-term client relationshipsExperience developing and maintaining external and internal partnershipsExperience identifying and mitigating risk, ensuring compliance with processes and proceduresExcellent verbal, written, and interpersonal communication skillsJob Expectations:This position is not eligible for Visa sponsorshipSpecific compliance policies may apply regarding outside activities 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 processThis position offers a hybrid work scheduleTravel: Ability to travel within assigned territory as needed#CommercialBankingLocation(s):83 Wooster Hts, Danbury, CT 06810171 St NW Bldg. 100, Atlanta, GA 3036310 S Wacker Dr, Chicago IL 606063 Bethesda Metro Center Fl 4, Bethesda, MD 20814461 From Rd, Paramus, NJ 07652150 E 42nd St, New York, NY 10017550 S Tryon St, Charlotte, NC 28202100 N 18th St, Philadelphia, PA 19103401 Las Colinas Blvd W Bldg. B, Irving, TX 750391751 & 1753 Pinnacle Dr, McLean, VA 221021700 K St NW, Washington, DC 2000690 S 7th St, Minneapolis, MN 55402Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.$159,000.00 - $305,000.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:9 Sep 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.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.SummaryLocation: CHICAGO, IL; ATLANTA, GA; BETHESDA, MD; DANBURY, CT; CHARLOTTE, NC; PARAMUS, NJ; MCLEAN, VA; IRVING, TX; WASHINGTON DC; PHILADELPHIA, PA; MINNEAPOLIS, MNType: Full time

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Executive Director, ESOP Advisory Senior Lead Relationship Manager - Eastern US in Bethesda, MD vacancy
  • $135k

     ...Commercial Insurance and Risk Management, Private Insurance and...  ....The Sr Client Executive is responsible for the...  ...retain consultative relationships with clients. This individual...  ...years of demonstrated advisory, client management and...  ...: Bethesda, Maryland, US; Philadelphia,... 
    Senior
    Full time
    Contract work

    The Baldwin Group

    Bethesda, MD
    4 days ago
  • $90k

    Senior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region page is loaded## Senior...  ...Regionlocations: Bethesda, Maryland, US: Philadelphia, Pennsylvania...  ...coordination of carrier relationships on behalf of CRMG by leading the service team on large... 
    Senior
    Contract work
    Work at office
    Local area
    Remote work
    3 days per week

    Baldwin Risk Partners, LLC

    Bethesda, MD
    1 day ago
  •  ...DescriptionProSidian is a Management And Operations...  ...on industry-leading practices....  ...DescriptionProSidian Seeks a Senior Management...  ...Planning & Executive Advisory [USCG10010] for...  ...AM and 5:00 PM Eastern Time (ET), Monday...  ...tasks, time, and relationships efficiently, achieving... 
    Senior
    Full time
    Contract work
    Temporary work
    For contractors
    H1b
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Prosidian Consultng

    Washington DC
    1 day ago
  • $180k - $230k

    Raft, located in McLean, VA, seeks a Lead AI/ML Software Engineer to serve as a technical leader. This role involves driving architectural...  ..., and a flexible remote work policy within the U.S. Join us to impact military and government agencies with innovative AI solutions... 
    Senior
    Remote job
    Flexible hours

    Raft

    Mc Lean, VA
    1 day ago
  • $179k - $262k

    Baker Tilly US in Washington, DC is looking for a seasoned professional to join their Advisory team. The role requires 8+ years of experience in audit, financial advisory, or transaction service lines, along with a relevant bachelor’s degree. Candidates should possess... 
    Senior

    Baker Tilly US

    Washington DC
    2 days ago
  • Socket.dev in Olney, Maryland seeks an Executive Director to lead the day-to-day operations and strategic direction of the senior living property, ensuring safety, regulatory compliance, and high-quality resident care. This role requires a Bachelor's degree (or equivalent... 
    Senior

    Socket.dev

    Olney, MD
    4 days ago
  • Baker Tilly Advisory Group, LP is seeking a Tax Senior Manager to lead advisory and compliance services for middle market clients. Be a trusted business advisor...  ...will partner with firm leadership to grow client relationships, oversee engagements, and drive high-quality tax... 
    Senior

    Baker Tilly Advisory Group, LP

    Washington DC
    4 days ago
  • $147.71k - $192.62k

     ...hybrid from one of our US offices or fully...  ...We are looking for a Senior Public Sector Lead - SLED to join our Government...  .... Responsibilities Execute a comprehensive SLED...  ...procurement cycles. Manage external consultants....  ...to navigate complex relationships with state governors’... 
    Senior
    Remote job
    Contract work
    Local area

    IonQ

    College Park, MD
    1 day ago
  • $188k - $248k

    Senior Managing Partner, Consulting — GartnerAt Gartner, we...  ...strategy, technology, and executive leadership. You are a...  ...into execution. Lead hands‑on consulting engagements...  ...through strategic relationship development and...  ...the company, enabling us to multiply our impact... 
    Senior
    Full time
    Local area
    Worldwide

    Gartner

    Arlington, VA
    1 day ago
  • $174.46k - $261.68k

     ...TLL) role is a senior field-based...  ...position within the US commercial...  ...commercial KOL relationship engagement,...  ...supports the execution of promotional...  ...report to the Director TLL and is a field...  ...of commercial advisory boards through...  ...Bureau Management & EngagementWork... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Night shift

    AstraZeneca

    Bethesda, MD
    3 days ago
  • $151k - $314k

     ...Pharmaceuticals Inc. is looking for a Head of US Regulatory Affairs Advertising and Promotion in Washington, DC. This senior role includes developing regulatory...  ...ensuring compliance with FDA regulations, and managing a team. Candidates should have a scientific educational... 
    3 days per week

    Jobleads-US

    Washington DC
    2 days ago
  • $85k - $105k

     ...Job Description Job Description Senior Accountant & Client Advisory Lead Location: Gig Harbor, WA...  ...Business Support , we do more than manage numbers—we provide peace of mind....  ...'ll Do: Lead Client Accounting Relationships: Manage a portfolio of business clients... 
    Senior
    Remote work
    Flexible hours

    ABC Bookkeeping & Business Support

    Washington DC
    4 days ago
  • $95k - $140k

     ...our Careers page. Senior Director, Research Advisory Services Terrain Lead (Higher Ed Advancement...  ...research programs help executives at client organizations...  ...institutions, and manage their operations more...  ...slides. Excellent relationship building and collaboration... 
    Senior
    Remote work

    EAB

    Washington DC
    4 days ago
  • Crux Climate Inc. is seeking a Managing Director for Tax Credit Advisory to enhance our transaction network in renewable energy. This role includes leading transaction reviews, collaborating with project developers, and overseeing compliance with regulations. The ideal... 
    Senior
    Remote work

    Crux Climate Inc.

    Washington DC
    1 day ago
  • $134k - $181k

     ...NAMR Executive Career Advisory Senior Manager - Washington, United States of America...  ...delivers solutions through leading-edge management consulting...  ...strengthening BCGs long-term relationships. By combining deep...  ...following domains: Boards of Directors, Industrial Goods (e.g.,... 
    Senior
    Work at office
    Local area
    3 days per week

    Boston Consulting Group

    Washington DC
    16 days ago
  •  ...white glove service while leading transformations in challenging...  ...- Successfully execute transactions and events, including...  ...ResponsibilitiesThe Office of the CFO Senior Managing Director role is an executive level...  ...clients with accounting advisory solutions for complex SEC... 
    Senior
    Full time
    Interim role
    Work at office

    Ankura Consulting Group

    Washington DC
    21 hours ago
  • $80k - $140k

     ...Summary:The Tax Senior, Transaction Advisory Services is an essential...  ...engagements are executed timely and that...  ..., tax attribute management, and opinions...  ...across multiple US federal,...  ...We build strong relationships by supporting one...  ...proud to be an ESOP company, offering... 
    Senior

    BDO International

    McLean, VA
    2 days ago
  • Capital One is seeking a Senior Manager, Credit Card Compliance Advisor to lead risk and regulatory guidance for the US Card business from McLean, VA. You will partner with business...  ...and new products, and drive proactive advisory across multiple regulatory regimes. The... 
    Senior
    Relocation package

    Socket.dev

    Mc Lean, VA
    3 days ago
  • A global accounting and advisory firm is seeking a Senior Manager in Accounting Advisory & Outsourcing. This role...  ...generation across the U.S., leading business development initiatives,...  ..., and the ability to build client relationships. A Bachelor's degree in a related... 
    Senior

    BDO USA

    Washington DC
    1 day ago
  • $86k

     ...Public Relations Senior Manager supports the...  ...and execute Project HOPE’s...  ...individual will lead media relations...  ...to the Senior Director, Communications...  ...maintain strong relationships with journalists...  ...releases, media advisories, talking...  ...unless you direct us otherwise. Notice... 
    Senior
    Full time
    Work at office
    Local area
    Worldwide

    Project HOPE

    Washington DC
    4 days ago
  •  ...Maryland is looking for a Tax Supervisor to lead their tax services team. This role involves overseeing tax preparation, managing client relationships, and mentoring junior staff. The ideal...  ...-based bonus and comprehensive health insurance. #J-18808-Ljbffr Insite US
    Senior

    Insite US

    Bethesda, MD
    4 days ago
  • RSM US LLP in Washington, D.C. is seeking a Tax Consultant to provide expertise in tax consulting and advisory services. Responsibilities include managing AMP projects, fostering client relationships, and mentoring staff while focusing on delivering high-quality client... 
    Senior

    RSM US LLP

    Washington DC
    3 days ago
  • Galois, Inc. is seeking an Industrial Security Team Lead/Senior Facility Security Officer to advance its security program at the Arlington...  ...requirements are met. You will conduct self-inspections, manage accreditation, and implement security measures for high‑value... 
    Senior
    Contract work

    Galois, Inc.

    Arlington, VA
    1 day ago
  • $97k - $190k

     ...The Role As a Senior Customer Success Manager, you are a...  ...accounts, acting as a lead strategic...  ...You'll build deep relationships with senior stakeholders...  ...Customer Advisory Proactively identify...  ..., creating and executing strategies to...  ...It's what makes us MongoDB. To drive... 
    Senior
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    MongoDB

    McLean, VA
    3 days ago
  • Precise Systems, Inc. is hiring a Senior Advisor to support a U.S. Navy customer. The role focuses on readiness, sustainment, and data‑driven decision support to improve operational availability while controlling costs. The position requires a Bachelor’s in a technical... 
    Senior

    Precise Systems, Inc.

    Arlington, VA
    2 days ago
  •  ...:The Fraud Analytics Senior Consultant Lead will support highly specialized...  ...owners, identity management stakeholders,...  ...present technical reports, executive summaries, dashboards...  ...operations, platform advisory, or related technical...  ...fee.SummaryLocation: US - VA, ArlingtonType:... 
    Senior
    Full time
    For contractors
    Flexible hours

    Guidehouse

    Arlington, VA
    4 days ago
  •  ...interpret federal regulations, develop compliance programs, and manage key client relationships. The position offers a competitive base salary ranging...  ...must be willing to travel up to 25% and must be US citizens due to client security requirements. #J-18808-Ljbffr... 
    Senior

    MorganFranklin Consulting LLC

    Mc Lean, VA
    3 days ago
  •  ...Kastle Systems is leading the way. Kastle is the leader in managed security, with a...  ...impact. The Senior Customer Success...  ...strengthening relationships with Kastle's...  ...thought leadership, executive advisory, and dedicated white...  ...to work with us, please visit Life... 
    Senior
    Immediate start

    Kastle Systems

    Falls Church, VA
    2 days ago
  • Ex Parte, Inc in Bethesda, MD is seeking a Senior Data Engineer to lead a web team on the AI self-service portal and foster innovative solutions in...  ...ability to guide teams through technical challenges. Join us and help revolutionize legal decision-making with cutting-edge... 
    Senior

    Ex Parte, Inc

    Bethesda, MD
    3 days ago
  • $182.7k - $247.2k

     ...and versatile Engagement Manager (EM) to join our team and lead the delivery of complex cloud...  ...to successfully execute project plans, proactively...  ...take pride in what makes us unique. Our inclusion events...  ...managing executive customer relationships and key business... 
    Flexible hours

    AmazonWebServices

    Arlington, VA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Executive Director, ESOP Advisory Senior Lead Relationship Manager - Eastern US. Be the first to apply!