Senior Custom Lending Advisor

2 weeks ago


Summit, New Jersey, United States Wells Fargo Full time
Job Overview:

At Wells Fargo, we prioritize exceptional customer service and are on the lookout for skilled professionals who share our commitment to placing clients at the forefront of our operations. We value diversity, equity, and inclusion, fostering an environment where every team member feels appreciated and motivated.

Position Summary:

Wells Fargo is in search of a Senior Lead Wealth Custom Lending Specialist. This role is pivotal in shaping our strategies and addressing intricate challenges within the Wealth Custom Lending sector.

Key Responsibilities:
  • Serve as a strategic advisor to leadership, influencing objectives, plans, and long-term goals for complex business and technical requirements across various functions.
  • Oversee the development and resolution of unique challenges that necessitate comprehensive evaluation across multiple domains within the Wealth Custom Lending area.
  • Provide innovative, large-scale solutions that require visionary thinking, creativity, and advanced analytical skills, while coordinating complex activities and guiding team members.
  • Offer direction and expertise to leadership on implementing significant business solutions that are cross-functional or companywide in nature.
  • Collaborate with professionals and managers in the Wealth Custom Lending sector, acting as a trusted advisor to leadership.
Qualifications:
  • Minimum of 7 years of experience in Wealth Custom Lending or equivalent demonstrated through a combination of work experience, training, military service, or education.
Preferred Qualifications:
  • Master's degree or higher.
  • Strong sales and relationship management capabilities.
  • Experience in credit risk assessment.
  • Familiarity with traditional banking products.
  • FINRA registration, including Series 7 and 66 (or recognized equivalents).
  • Experience engaging with clients in the Ultra High Net Worth (UHNW) sector.
Job Expectations:
  • Maintaining appropriate FINRA licenses is essential for ongoing employment in this role. Candidates must complete necessary examinations within a specified timeframe following employment commencement.
Diversity Commitment:

Wells Fargo is dedicated to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates, regardless of their background or identity. Our employees are committed to building strong customer relationships while adhering to a culture of risk management and compliance, which is vital for our success.

We are committed to providing accommodations for applicants with disabilities throughout the recruitment process.

  • Summit, New Jersey, United States Sunrise Senior Living Full time

    About the RoleSunrise Senior Living is seeking a dedicated and compassionate Caregiver to join our team. As a Caregiver, you will play a vital role in providing exceptional care and services to our residents, ensuring their physical, emotional, and social needs are met.ResponsibilitiesBuild meaningful relationships with residents and their families,...


  • Summit, New Jersey, United States Sunrise Senior Living Full time

    About the Role:Sunrise Senior Living is seeking a highly motivated and detail-oriented Housekeeping Associate to join our team. As a key member of our housekeeping staff, you will be responsible for maintaining the cleanliness and organization of our resident suites, public areas, and support areas.Key Responsibilities:Perform general housekeeping duties,...


  • Summit, New Jersey, United States CSL Seqirus Full time

    Job SummaryWe are seeking a highly skilled Senior Manager, Reporting and Analytics to join our Commercial Excellence team at CSL Seqirus. This is a unique opportunity to work with sales and marketing team leaders to drive sales force productivity and provide actionable insights to stakeholders.Key ResponsibilitiesLead and manage incentive compensation and...


  • Summit, New Jersey, United States CSL Seqirus Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Manager Contract Administration to join our team at CSL Seqirus. This is a key leadership role that will be responsible for managing commercial contracting operations across various channels.Key ResponsibilitiesManage commercial contracting operations through partnering with stakeholders,...


  • Summit, New Jersey, United States CSL Seqirus Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Manager, Reporting to join our Commercial Excellence team at CSL Seqirus. As a key member of our organization, you will play a critical role in driving business growth and success through data-driven decision making.Key ResponsibilitiesLead and Manage Incentive Compensation and...


  • Summit, New Jersey, United States System One Holdings, LLC Full time

    Job SummaryWe are seeking a highly experienced Senior Project Manager to lead our pharmaceutical projects. The ideal candidate will have a strong background in managing complex projects, excellent communication skills, and the ability to work effectively with cross-functional teams.Key ResponsibilitiesProject Planning and ExecutionDevelop and execute project...


  • Summit, New Jersey, United States System One Full time

    About the RoleWe are seeking a highly experienced Senior Project Engineer to join our team at System One. As a key member of our engineering team, you will be responsible for managing pharmaceutical projects from start to finish, ensuring timely and cost-effective delivery.Key ResponsibilitiesProject Management: Review, understand, and execute project scope...


  • Summit, New Jersey, United States CapB InfoteK Full time

    CapB InfoteK is seeking a talented Senior .NET Engineer with expertise in Angular to contribute to our dynamic team.Key Responsibilities:Possess over 7 years of experience with Angular (specifically Angular 6 or higher) in the development of .NET applications.Demonstrate extensive knowledge in .NET application development, or Java, with a minimum of 7 years...


  • Summit, New Jersey, United States US AMR-Jones Lang LaSalle Americas, Inc. Full time

    Job SummaryWe are seeking a highly experienced Senior Facilities Manager to oversee the operations of our Critical Environment Facility for a bio pharma company. As a key member of our team, you will be responsible for managing resources to ensure the facility operates efficiently, maximizes uptime, and maintains high site efficiencies.Key...


  • Summit, New Jersey, United States CSL Seqirus Full time

    About the RoleThe Senior Manager Contract Administration is a critical position within the Commercial Operations team at CSL Seqirus. This role is responsible for managing the day-to-day contracting activities, ensuring compliance with company policies and procedures, and driving business growth through innovative contracting strategies.Key...


  • Summit, New Jersey, United States AutoNation Full time

    Welcome to AutoNation, the largest and most esteemed automotive retailer in the United States, and a proud member of the Fortune 150. We are embarking on an exciting multi-year digital transformation aimed at redefining the automotive landscape. At AutoNation, we are not just keeping pace with change; we are at the forefront of innovation. Our commitment...


  • Summit, New Jersey, United States System One Full time

    Position: Senior Project Engineer – Pharmaceutical SectorKey Responsibilities:• Thoroughly analyze and implement the project scope as outlined in the order entry documentation, ensuring both technical and commercial aspects are addressed for pharmaceutical initiatives.• Develop and maintain a GAANT chart for the project, making real-time updates and...


  • Summit, New Jersey, United States The Boston Consulting Group Inc Full time

    About UsThe Boston Consulting Group (BCG) collaborates with leaders in both business and society to address their most significant challenges and seize their greatest opportunities.Founded in 1963, BCG pioneered the field of business strategy. Today, we partner closely with clients to adopt a transformative approach that benefits all...


  • Summit, New Jersey, United States CSL Behring Full time

    Job Title: Intellectual Property Strategic Lead, VaccinesCSL Behring is a leading global biotechnology company dedicated to developing and manufacturing vaccines and plasma-derived therapies. As an Intellectual Property Strategic Lead, you will play a critical role in shaping the company's intellectual property strategy and driving business growth.The...


  • Summit, New Jersey, United States CSL Behring Full time

    Job Title: Intellectual Property Strategy Lead, VaccinesCSL Behring is a leading global biotechnology company dedicated to developing and manufacturing vaccines and plasma-derived therapies. As an Intellectual Property Strategy Lead, you will play a critical role in shaping the company's intellectual property strategy and driving business growth.The...


  • Summit, New Jersey, United States Bristol-Myers Squibb Full time

    Join Our TeamAt Bristol Myers Squibb, we redefine what it means to work in a meaningful and impactful environment. Here, every role contributes to groundbreaking advancements in patient care, and we take pride in fostering a workplace that encourages personal and professional growth.Position Overview:The Senior Manager for North America Scheduling and Cell...


  • Summit, New Jersey, United States HR Advantage Inc Defunct Full time

    Company Overview: HR Advantage Inc Defunct is a prominent global management consulting organization recognized as a leading advisor in business strategy. We collaborate with clients across various sectors, including private, public, and not-for-profit, to uncover their most valuable opportunities, tackle critical challenges, and drive enterprise...


  • Summit, New Jersey, United States Wells Fargo Full time

    About this Position: Wells Fargo is in search of a Lead Middleware Solutions Engineer to join our Chief Technology Office. The Chief Technology Office (CTO) is dedicated to delivering engineering solutions encompassing computer hardware, software, networking, middleware, and database tools tailored to fulfill the organization's requirements. Additionally,...


  • Summit, New Jersey, United States Hackensack Meridian Health Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Patient Care Services - Acute Rehabilitation to join our team at Hackensack Meridian Health. As a key member of our leadership team, you will be responsible for overseeing the delivery of high-quality patient care services in our acute rehabilitation department.Key...


  • Summit, New Jersey, United States CSL Seqirus Full time

    Job SummaryThe Senior Manager, Reporting and Insights plays a critical role in ensuring sales force productivity, assessment, and insights within the Commercial Excellence, North America organization.The OpportunityThis is a unique opportunity to work with sales and marketing team leaders to drive sales force productivity and provide actionable insights to...