Senior Lead Equipment Finance Syndication Consultant

About this role:

Wells Fargo is seeking a Senior Lead Equipment Finance Syndication Consultant. In this job, you will be responsible for helping expand WFEF's lease and loan syndication platform, with accountability for execution, investor relationships, market strategy, and syndication P&L contribution. The role serves as a senior market-facing consultant partnering closely with originations, credit, legal, and servicing to structure, distribute, and manage large and complex equipment finance transactions.

This role owns both sell-side syndication (agented transactions, assignments, participations, portfolio sales) and select direct sales initiatives , acting as the "voice of the market" for pricing, structure, liquidity, and execution certainty.

In this role, you will:

• Assist with relationship management responsibility for major clients

• Be responsible for the origination and structuring of loan and lease syndications

• Assist in the development of new product offerings and solutions to maintain customer relationships

• Assist with managing negotiations and structuring commitments with existing customers

• Expand and maintain important client relationships

• Assist management in policy making

• Provide vision, direction and expertise to implement innovative and significant business solutions

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• Interact with internal and external customers

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 7+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 5+ years of experience in Equipment Finance syndications, including loan and lease structuring

Desired Qualifications:

• Experience originating and structuring syndicated loan and lease facilities for equipment finance clients

• Strong understanding of commercial credit, capital structures, current secondary market sentiment, and risk management practices

• Demonstrated ability to manage complex equipment finance relationships and lead transaction negotiations

• Experience collaborating with internal and external partners including Credit, Legal, Risk, and Institutions in the secondary market

• Strong analytical, communication, and judgment skills in a regulated financial services environment

Job Expectations:

• Ability to travel 20% or more.

• Ability to work a hybrid work schedule, current requirements are 4 days in-office.

• Willingness to work on-site at stated location on the job opening

• This position does not support Visa Sponsorship

• Specific 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 process.

Locations:

550 S Tryon St CHARLOTTE, NC 28202.

1525 W T Harris Blvd. Charlotte, NC

600 S 4th St - Minneapolis, MN 55415

2600 S Price Rd - Chandler, AZ 85286

401 Las Colinas Blvd W Bldg. B, IRVING, TX 75039

10 S Wacker Dr - Chicago, IL 60606

500 West 33rd Street, New York, NY 10001

833 E Michigan St, Milwaukee WI 53202

Additional information:

CHARLOTTE, NC Pay Range: $215,000 - $355,000 USD Annual

Minneapolis, MN Pay Range: $215,000 - $355,000 USD Annual

Chandler, AZ Pay Range: $215,000 - $355,000 USD Annual

IRVING, TX Pay Range: $215,000 - $355,000 USD Annual

Chicago, IL Pay Range: $215,000 - $355,000 USD Annual

New York, NY Pay Range: $215,000 - $355,000 USD Annual

Milwaukee, WI Pay Range: $215,000 - $355,000 USD Annual

#CommercialBanking

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).

$215,000.00 - $355,000.00

Benefits

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 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

Posting End Date:

6 Jun 2026

***** Job posting may come down early due to volume of applicants.

We Value 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. 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.

Req Number: R-548587