Principal Technology Mid-Corporate Relationship Manager

Posted 9 Days Ago
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Austin, TX, USA
Hybrid
Expert/Leader
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads complex Mid-Corporate client relationships in Wells Fargo’s Technology banking group. Advises clients on cash flow, real estate loans, and other financial solutions; analyzes financials; develops customized solutions; coordinates internal stakeholders; manages relationship planning, sales pipelines, and risk controls; supports business development; represents the company externally; and mentors colleagues. Requires extensive relationship management experience and FINRA licensing.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Principal Mid-Corporate Relationship Manager in Technology banking within Specialized Industries as part of Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Serve as an expert advisor to lead highly complex and substantial cash flow and real estate loans and certain other industry specific solutions with Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders
  • Strategically lead and resolve for full suite of solutions offered by Wells Fargo to Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
  • Provide vision, leadership, and industry expertise regarding Mid-Corporate Relationship Management company wide strategies that significantly influence the organization's business and financial operations
  • Strategically lead 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, represent the company externally as an expert and act as a mentor for less experienced colleagues
  • Review, understand and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet the most complex needs that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions
  • Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems
  • Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network

Required Qualifications:
  • 10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
  • Familiarity with the Technology Sector
  • Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
  • Demonstrated ability to build effective relationships with clients and partnerships with internal teams
  • Professional verbal and written communication skills

Job Expectations:
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, 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 review process at the time of offer acceptance.
  • Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted.
  • Compliance with state law registration and licensing requirements is mandatory. 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.
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.
  • Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification.
  • Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule

Work Location:
  • 111 Congress Avenue - Austin, TX 78701

    Posting End Date:
    15 Oct 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.
    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
    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.
    #BI-Hybrid

    Skills Required

    • 10+ years of Mid-Corporate Relationship Management experience or equivalent experience, training, military experience, or education
    • Obtain and maintain applicable FINRA licenses for continued employment
    • FINRA Series 63 and Series 79 licenses, or recognized equivalents, within 180 days if not transferable at hire
    • Comply with applicable state registration, product licensing, SAFE licensing, and regulatory requirements
    • Successful completion of FINRA background screening and related background checks
    • Familiarity with the Technology Sector
    • Demonstrated ability to build effective client relationships and internal partnerships
    • Professional verbal and written communication skills

    Wells Fargo Compensation & Benefits Highlights

    • Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
    • Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
    • Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.

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    The Company
    HQ: San Francisco, CA
    205,000 Employees
    Year Founded: 1852

    What We Do

    Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 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. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

    Why Work With Us

    We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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