Top Finance Jobs

Leads a regional Private Wealth Portfolio Management team serving high-net-worth and ultra-high-net-worth clients. Oversees investment solution delivery, fiduciary and risk compliance, portfolio strategy, client engagement, team development, operational improvements, resource planning, and business growth. Partners with advisors, relationship managers, trust officers, and senior leaders to deliver holistic wealth management solutions and execute strategic initiatives.

Serve as a trusted advisor to HNW/UHNW clients by originating, structuring, and executing bespoke credit solutions. Partner with Financial Advisors and CRG to originate deals, negotiate terms, present to underwriting and risk, drive loan growth and portfolio profitability, and support recruiting and strategic initiatives within Wealth Custom Lending.

Solicits and produces residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank stores, and past customers; evaluates applications, financial and credit data, appraisals, title reports, and loan programs; quotes rates and points; manages registration and lock-in follow-up; ensures regulatory compliance and proactive customer communication. Requires SAFE registration, mortgage loan originator qualification, formal training, reliable transportation, and schedule flexibility.

Leads a regional Private Wealth Portfolio Management team serving high-net-worth and ultra-high-net-worth clients. Oversees investment solution delivery, portfolio management, fiduciary and risk compliance, team development, operational improvements, strategic initiatives, and client engagement. Partners with wealth management leaders, advisors, trust officers, and relationship managers to strengthen client outcomes, support business growth, and manage risk. The role also includes business development, travel, regulatory compliance, and loan-originator responsibilities.

Reviews and analyzes supervisory controls for high-risk investment strategies and complex products. Advises on policies, procedures, compliance, risk management, and process improvements; gathers data and presents trend analysis and recommendations. Collaborates with financial advisors, managers, compliance teams, and business units to resolve complex issues, improve controls, and implement technology enhancements. Requires FINRA supervisory licensing, regulatory compliance, background screening, and travel up to 25%.

Manages credit assessments, underwriting, risk monitoring, and portfolio support for insurance and financial institution clients. Performs financial and industry analysis, projection modeling, covenant monitoring, risk rating validation, and policy compliance reviews. Leads credit documentation negotiations, loan closings, audits, due diligence, and portfolio trend presentations. Partners across banking, investment banking, risk, and product teams while mentoring junior staff and supporting complex financings.

Lead portfolio management and credit risk oversight for insurance and insurance services clients. Responsibilities include underwriting, financial and industry analysis, risk rating, covenant monitoring, legal documentation, loan closings, regulatory compliance, audits, portfolio reporting, due diligence, and collaboration with banking, investment banking, and risk teams. The role also mentors junior colleagues and supports complex credit transactions.

Ten-week finance internship providing exposure to accounting, FP&A, treasury, investor relations, and technology finance. Includes training, coaching, team projects, and hands-on analytic work supporting various Wells Fargo finance groups.

Ten-week summer finance internship providing exposure to multiple finance disciplines (FP&A, treasury, controllers, investor relations, technology finance, etc.). Interns receive formal training, coaching, group projects, and hands-on assignments to develop accounting, analytics, reporting, and finance skills while supporting business teams.

Ten-week finance internship offering hands-on experience across multiple finance disciplines. Participants receive formal training, coaching, group projects, and exposure to teams such as Treasury, Controllers, Investor Relations, Technology Finance, and others to prepare for a career in finance.