Wells Fargo

Financial Planning and Analysis

• In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of technology-focused and primarily sponsor-backed clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation
• Engage in regular client interaction and relationship management with CEO, CFO and private equity sponsor for assigned portfolio.
• Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when relevant
• Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation.
• Over time, develop a proficiency in structuring, negotiating and documenting facility agreements
• Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in a variety of forums, including recurring portfolio reviews, pre-screen discussions and credit/approval committees.
• Develop strong and proficient written and verbal presentation skills
• Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team
• Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness.
• As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices

Associate, Sponsor Credit – Technology Finance

Full-stack Engineer

• Participate in low to moderately complex initiatives and projects associated with the technology domain, including installation, upgrades, and deployment efforts
• Identify opportunities for service quality and availability improvements within the technology domain environment
• Design, code, test, debug, and document for low to moderately complex projects and programs associated with technology domain, including upgrades and deployments
• Review and analyze technical assignments or challenges that are related to low to medium risk deliverables and that require research, evaluation, and selection of alternative technology domains
• Present recommendations for resolving issues or may escalate issues as needed to meet established service level agreements
• Exercise some independent judgment while also developing understanding of given technology domain in reference to security and compliance requirements
• Provide information to technology colleagues, internal partners, and stakeholders

Software Engineer

Underwriter

• Partner with senior leaders across Underwriting, Originations, Risk, Operations, and business teams to shape priorities, influence outcomes, and secure alignment on strategic objectives.
• Lead and develop a team of Business Execution professionals while driving alignment, pace, and delivery across high-priority, complex initiatives.
• Drive modernization efforts that simplify processes, strengthen operating discipline, and improve the scalability and effectiveness of underwriting capabilities.
• Provide leadership visibility through strong executive communication, concise updates, and data-driven recommendations that support informed decision-making.
• Identify and manage risks, remove roadblocks, and lead timely resolution of critical issues with a clear focus on sustainable outcomes.
• Orchestrate cross-functional execution for medium- and large-scale initiatives, ensuring clear ownership, disciplined follow-through, and measurable results.
• Translate business priorities into actionable plans, decision frameworks, and execution roadmaps that accelerate progress and improve performance.
• Promote a high-performing culture grounded in accountability, continuous improvement, talent development, and strong partnership across teams.
• Deliver results on high-priority initiatives with urgency, ownership, and strong execution discipline.
• Demonstrate sound judgment in identifying risks, escalating issues, and driving timely decisions and resolution.
• Build alignment across stakeholders and influence action in a complex, matrixed environment.
• Prioritize effectively, adapt quickly, and maintain momentum in a dynamic and evolving business environment.
• Promote accountability, teamwork, continuous improvement, and high standards for quality and follow-through.

Business Execution Senior Manager – Underwriting

Administrative Assistant

• Compiling information, preparing moderately complex reports, and assisting with the completion of expense reports
• Performing complex administrative, transactional, and operational tasks, to include scheduling multi-city travel arrangements
• Providing a high level of professional support which includes a balance of more experienced level administrative work as well as ongoing ad hoc and project or business initiatives such as planning meetings, tracking deliverables, and pulling routine reports
• Answering questions regarding business unit policies and procedures
• Providing subject matter expertise and interpretation of administrative procedures to less experienced staff
• Providing administrative supervision and support to managers in the areas of reporting, customer or business documentation
• Interacting with immediate Administrative Assistant team, functional area, and internal peers regarding routine administrative tasks
• Supporting more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization
• Supporting the planning and execution of client events and sponsorship requests

Senior Administrative Assistant – Mid Corporate, Global Payments & Liquidity

Consultant

• Define and evolve the enterprise skills strategy aligned to business priorities and workforce transformation goals
• Translate strategy into multi-year roadmaps and actionable plans
• Establish governance, standards, and decision frameworks for skills adoption across the organization
• Lead the skills identification and taxonomy process, including frameworks, methodologies, and quality standards
• Partner with job architecture, workforce planning, and HR technology stakeholders to ensure alignment
• Drive consistency and scalability in how skills are defined, validated, and maintained
• Lead review and adoption of AI-driven skills inference tools (e.g., talent marketplace, skills cloud, or external platforms)
• Translate business needs into requirements for AI models, data inputs, and use cases
• Partner with HR tech and data teams to improve accuracy, adoption, and trust in AI-generated skills data
• Influence senior leaders to adopt skills-based practices across talent processes
• Act as a strategic advisor to HR and business stakeholders on skills-driven decision making
• Drive alignment across teams with dotted-line execution responsibility (e.g., job design, L&D, talent acquisition)
• Partner closely with the Selection & Assessment teams to embed skills into:
• Hiring criteria and requisition design
• Assessment strategies and tools
• Candidate evaluation frameworks
• Ensure skills strategy is fully integrated into talent acquisition processes
• Lead complex, ambiguous, enterprise-wide initiatives from concept through implementation
• Build and manage strategic plans, milestones, and success metrics
• Monitor adoption and impact; iterate based on insights and outcomes

Lead Talent and Performance Management Consultant

• Lead support functions or operation for multiple business group and contribute to large scale strategic initiatives
• Manage delivery pipeline of enhancement requests across multiple stakeholders
• Manage the intake of enhancement requests and new product builds for the enrollment tools
• Ensure competence of intake requests and if need coordinate subsequent requests for additional documentation/information
• Execute pre-verification and planning activities for each request including prioritization of work against overall roadmap
• Perform verification activities leveraging issue verification framework and related policy and procedures
• Partner with stakeholders across line of business to manage work request, and provide updates of both the work in-progress and pipeline of upcoming work
• Coordinate with Senior Management to assign work to Journey Owners in line with both the roadmap and prioritization decision
• Partner with Journey Owners to ensure pipeline of work is understood and connect journey owners with key stakeholders for each request
• Dynamic Individual contributor role which requires the ability to manage multiple simultaneous workstreams at once
• Work independently to make recommendations for support function by providing support and leadership
• Collaborate and consult with team leaders in developing project plans, policies and procedures

Senior Lead Business Execution Consultant – Digital Onboarding Enrollment Tools

• Act as an advisor to leadership to develop or influence applications, network, information security, database, operating systems, or web technologies for highly complex business and technical needs across multiple groups
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas or the enterprise, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking
• Translate advanced technology experience, an in-depth knowledge of the organization's tactical and strategic business objectives, the enterprise technological environment, the organization structure, and strategic technological opportunities and requirements into technical engineering solutions
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions
• Maintain knowledge of industry best practices and new technologies and recommends innovations that enhance operations or provide a competitive advantage to the organization
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

Principal Engineer – Payments Investigations

• Support performance of less experienced Administrative Assistance staff
• Compile information and prepare moderately complex reports
• Perform complex administrative and customer support tasks
• Assist with planning meetings, tracking deliverables, and pulling reports
• Provide administrative supervision and support to managers
• Interact with Administrative Assistant team and internal peers

Senior Administrative Assistant

Manager

• develop high-performing Branch Managers
• drive sustainable sales and growth
• deliver strong customer and employee experience
• build Branch Manager capability through regular branch visits, observation and coaching
• own workforce execution by planning staffing needs
• promote an inclusive and engaging environment

District Senior Manager

Business Operations

• Serve as the primary point of contact for risk and regulatory inquiries related to IT Service Operations policies
• Ensure effective design, assessment, monitoring and execution of standards and controls related to the technology capacity management, monitoring, and alerting functions
• Perform and coach team members on leading walkthroughs for front-line control evaluations and internal/external audits or assessment
• Establish best practices
• Lead meetings with key stakeholders to facilitate decision making and support implementation of recommendations and plans
• Make decisions in complex situations that influence and lead the broader work team to meet deliverables and drive new initiatives
• Communicate clearly and concisely and distill complex data and concepts into succinct messaging and presentations
• Provide expert consulting to ensure new observability practices align with enterprise frameworks

Lead Technology Business Systems Consultant

Account Manager

• Lead complex initiatives including those that are cross functional with broad impact and act as key participant in relationship management and business development for Corporate Banking functional area
• Strive to broaden and deepen customer relationships by providing integrated, end to end financial solutions to our customers across multiple product platforms
• Participate in the completion of major transactions with management
• Originate, structure and execute the largest most complex transactions related to investment banking, traditional corporate lending or their credit related products
• Demonstrate a strategic and consultative approach with client
• Identify opportunities and organize the right internal partners and team to form the relationship team
• Strategically collaborate and consult with peers and managers to resolve issues and achieve goals
• Lead projects, teams, or serve as a peer mentor

Vice President, Lead Corporate Banking Relationship Manager – Banks

Product Manager

• Frame and build out forward leaning ideas (including AI capabilities) on both revenue generation and cost savings
• Build business cases for initiatives, leveraging data-driven insights to guide strategy
• Lead intent design and partner with Tech leadership to finalize Tech design – Define and prioritize product features aligned with business goals and customer needs
• Lead the end-to-end product lifecycle, from ideation to launch, for technology solutions
• Collaborate with cross-functional teams (business, tech, product, legal, compliance, risk) to design and deliver optimal solutions
• Mentor and develop less-tenured associates within the tech team
• Ensure solutions comply with regulatory requirements and company policy
• Champion agile methodologies and foster continuous improvement
• Translate complex concepts into actionable recommendations and clear communication
• Demonstrate effective collaboration and influence across all levels of the organization
• Synthesize multi-dimensional, complex concepts into clear actions and decisions

Lead Product Manager

AI Engineer

• Define and drive the target-state architecture across a broad ecosystem of platforms and products that power Consumer Operations
• Partner closely with Engineering, Business, and Product leaders to design and deliver GenAI-driven, agentic architectures that elevate performance, reduce complexity, and transform customer and agent experiences
• Lead the evolution from traditional deterministic systems to intelligent, autonomous, and semi-autonomous agent ecosystems
• Embed GenAI and autonomous agents to augment decision-making, improve productivity, and enhance customer engagement
• Design intent-driven, context-aware platforms that continuously learn and optimize outcomes
• Establish scalable patterns for trust, governance, explainability, and responsible AI in regulated environments
• Act as an advisor to leadership to develop or influence applications, network, information security, database, operating systems, or web technologies for highly complex business and technical needs across multiple groups
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas or the enterprise, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking
• Translate advanced technology experience, in-depth knowledge of the organizations tactical and strategic business objectives, enterprise technological environment, organization structure, and strategic technological opportunities and requirements into technical engineering solutions
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions
• Promote a data-driven culture and drive architecture led-innovation. Lead architecture alignment for AI, GenAI, and Agentic AI solutions with Model Risk Management (MRM) and Artificial Intelligence Risk Review (AIRR) governance requirements

Principal AI Architect

Implementation Specialist

• Participate in less complex initiatives and identify, and implement opportunities for new processes to support requirements within change implementation
• Apply project management methodology to facilitate complex implementations, establishing timelines, and tracking ongoing projects to ensure successful delivery
• Review basic knowledge transfer, data mapping, and account movement while exercising independent judgment to guide strategic initiatives that impact multiple systems
• Identify, and provide effective training methods
• Participate in process improvement or product development and enhancement activities
• Present recommendations for resolving data, logistics, project support issues, and exercise independent judgment while developing experience in risk and compliance requirements
• Collaborate and consult with peers, management, technology, and compliance
• Coordinate the phases of customer implementations
• Develop business requirements
• Provide subject matter expertise and recommendations on product best fit
• Create/manage project plans
• Work with key partners on project priority and scope
• Coordinate appropriate meetings
• Communicate status to project team and the customer
• Proactively identify and resolve problems/issues
• Ensure that project tasks are completed according to established timelines

Change Implementation Consultant, Payables

• Develop and implement strategies to drive product adoption, usage and revenue growth
• Monitor product performance, analyze key matrices and identify areas for improvement
• Conduct product testing, gather user feedback and iterate on product features
• Ability to define and help resolve problems, identify product risks and propose solutions to mitigate them
• Ability to resolve difficult and/or technical matters, providing informed opinions and substantiating responses with a rule or by documenting best industry practice
• A grasp of how letter of credit data flows to help ensure proper accounting, data flows and reporting
• Ability to lead and/or collaborate effectively with diverse teams to achieve roadmap milestones
• Advise leadership to develop and execute business development plans and proposals for product such as payment, trade, risk mitigation and project financing
• Develop and execute product strategies aligned with business objectives and create roadmaps identifying opportunities for product enhancement and innovation
• Act as lead product specialist for varied portfolio of clients developing and executing business development plans and closing
• Lead and support product development, initiative and campaigns
• Be responsible for capital markets origination and structuring of credit financing for international banking transactions
• Provide vision, direction and expertise to implement innovative and significant business solutions
• Identify and mitigate product-related risks, ensuring compliance with regulations and internal policies
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements