Top Finance Jobs

Manage a portfolio of large corporate asset-based lending accounts. Responsibilities include analyzing client financial performance, liquidity, leverage, collateral, repayment sources, and risk; supporting underwriting, renewals, refinancings, and problem-loan resolutions; maintaining client relationships; coordinating with coverage and product teams; resolving servicing issues; contributing to credit-solution planning; and mentoring junior staff.

Leads regional real estate asset and investment management for complex fiduciary portfolios serving high-net-worth clients. Oversees client servicing, portfolio strategy, risk management, analytics, fiduciary compliance, staffing, resource allocation, and strategic business planning. Advises trust and wealth management specialists, collaborates with clients and leadership, identifies relationship expansion opportunities, and develops staff while ensuring portfolios meet client objectives and investment performance goals.

Manage and grow relationships with early-stage technology clients; originate and structure complex commercial loans and treasury solutions; collaborate with product teams and senior stakeholders to deliver client-specific solutions; mentor colleagues, support business development, maintain pipeline discipline, ensure compliance and risk mitigation, and travel to meet clients.

Oversee fiduciary professionals and administer complex trust and estate relationships for high-net-worth clients. Interpret trust and estate documents, implement estate plans, ensure legal and fiduciary compliance, manage client relationships, approve discretionary distributions, resolve escalations, improve processes and controls, and support team development, training, mentorship, and business development.

Build customer relationships through in-branch and outreach conversations, support account openings, service requests, and credit applications, perform cash handling and teller activities, promote banking products and referrals, adopt digital tools, and deliver compliant, high-quality service while collaborating with branch teammates.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank stores, and past customers; analyzes financial and credit data; recommends suitable loan programs; manages applications, rates, lock-ins, documentation, and customer communication. Ensures compliance with SAFE, NMLS, Regulation Z, underwriting, and Wells Fargo policies while completing required training and supporting risk management.

Support credit underwriting and portfolio management for healthcare corporate and sponsor-backed clients. Conduct due diligence, financial modeling, credit and industry risk analysis, monitor portfolio performance, prepare recommendations, collaborate with stakeholders, integrate AI tools to streamline underwriting workflows, and assist on special projects.

Lead relationship management for early-stage technology companies: originate and deepen commercial banking clients, structure complex lending and treasury solutions, collaborate with product and credit teams, mentor junior staff, support business development, and drive pipeline and client-specific solutioning while ensuring compliance and risk controls.

Supports credit underwriting, financial modeling, portfolio monitoring, risk analysis, and transaction execution for non-bank financial institution clients. Prepares credit approval materials, risk ratings, reporting, presentations, and transaction databases; monitors covenants and exceptions; coordinates with internal teams and clients; and assists portfolio managers with business development and client retention. FINRA licensing and regulatory compliance requirements apply.

Lead management of closely held real estate and business interests for high-net-worth trust clients. Perform asset valuation, transactions (acquisitions, dispositions, leasing), oversee renovations, appraisals and reporting, ensure regulatory and fiduciary compliance, collaborate with attorneys, CPAs, executives and trustees, and deliver client-focused recommendations and asset management services.