Vice President, Sponsors Portfolio Management
Today• Charlotte, NC
About this role:
Wells Fargo is seeking a Lead CIB Portfolio Manager to join its Sponsor Portfolio Management team formed to support Wells Fargo's growing Financial Sponsor business. Team will partner with Financial Sponsors Group, Leverage Underwriting, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support. Portfolio will consist of portfolio company exposures across Technology, Media and Telecom, Industrials, Healthcare, Consumer & Retail, and Financial Institutions.
In this role, you will:
- Manage and oversee credit aspects of a broad portfolio of sponsor-owned portfolio companies across multiple industries. VPs will have an assigned portfolio as the primary Portfolio Manager.
- Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely and accurate monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
- Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements
- Partner with Leverage Underwriting and Sponsor Coverage to execute on final credit memos and loan documentation
- Prepare and present portfolio updates as needed to senior leadership, risk management and coverage partners.
- Partner with Sponsor Coverage, Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed.
- Assist with credit process for refinances and amendments, as needed, in partnership with Sponsor Coverage and Leveraged Underwriting
- On-going coordination and partnership with Sponsor Independent Risk Management related to borrower and/or portfolio needs
- Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
- Train and mentor team Associates and Analysts
- Responsible for adherence to all Wells Fargo credit policies and procedures. Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations
- 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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- CIB Portfolio Management experience, experience with leveraged lending, experience with Sponsor Portfolio Management
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Ability to navigate within a large and complex organization
- Experience building partnerships and consulting effectively with leadership
- Strong communication and presentation skills
- Strong credit and technical skills
- 500 W 33rd St., New York, NY
- 550 S Tryon St., Charlotte, NC
- Base pay range for this position in New York City is $175,000-$200,000
- May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards.
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.
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.
$119,000.00 - $224,000.00
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
28 Aug 2025
* 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.
Client-provided location(s): Charlotte, NC
Job ID: WellsFargo-R-484703-2
Employment Type: FULL_TIME
Posted: 2025-08-22T18:09:33
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
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