GRT Portfolio Manager: Key Account Purchase and Supplier Finance

About this role:

This is a key leadership opportunity to oversee a high-performing team of product specialists managing a portfolio of clients that utilize Key Account Purchase and Supplier Finance facilities.

The role involves close collaboration with CB and CIB Market Coverage and Specialized Industry relationship management teams to service new and existing clients, drive growth, and effectively manage risk for the bank.

In this role, you will:

• Lead KAP and SF product specialist/portfolio management teams by making strategic decisions to resolve highly complex issues to meet higher risk deliverables, interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk product or service
• Lead the team to review and analyze highly complex or strategic client portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral/enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
• Develop product education and strategies within the context of individual deals and client relationships to continually develop teams to anticipate and understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify opportunities for modifications, renewals, and refinancings
• Manage multiple products, specialties, or teams of individuals and provide leadership for highly complex or strategic modifications, renewals, and refinancings, including assessing a client's financial position and risk level for both prospective clients and existing clients
• Collaborate with and influence all levels of professionals, including senior leadership to lead the strategy and resolution of more complex to highly complex scenarios and unique challenges by synthesizing industry and economic trends, including legal and regulatory issues, in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
• Strategically lead all levels across the enterprise and serve as an expert advisor to leadership
• Interpret and develop policies and procedures for functions with higher complexity and risk that may have an impact on multiple products or specialties
• Partner with product management functional partners to provide vision, leadership and industry expertise on client and market needs that enable large-scale companywide strategies that significantly influence the organization's business and influence financial operations that ensure the initial set up and management of the portfolio adheres to all applicable credit policies or compliance requirements and prepare for periodic exams by internal and external auditors
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives for multiple products or specialties
• Develop and guide a culture of talent development to meet business objectives and strategy

• 8+ years of secured or specialized lending for relationship management or portfolio management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

• Extensive experience in Asset-Based Lending (ABL), Receivables Purchase Arrangements, Payables Programs, and/or Factoring, with a deep understanding of product structures and risk dynamics
• Strong market presence and strategic insight in the Supply Chain Finance space, including emerging trends and client needs
• Proven leadership experience, with a track record of building and managing high-performing teams across underwriting, sales, and portfolio management functions
• Demonstrated success in end-to-end execution of Supply Chain Finance transactions, including origination, credit structuring, and ongoing portfolio oversight
• Ability to collaborate across relationship management, product, and risk teams to deliver tailored financing solutions and drive portfolio growth
• Skilled in interpreting complex financial statements and credit metrics to assess client risk and inform strategic decisions
• Excellent communication and stakeholder engagement skills, with the ability to influence senior leaders and represent the business externally

• Up to 25% Travel
• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Willingness to work on-site at stated location on the job opening.
• 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

• 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