Lead Commercial Banking Portfolio Manager

Lead Commercial Banking Portfolio Manager

About this role:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager

In this role, you will:

• Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market
• Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multifaceted situations requiring understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
• Lead projects and teams or serve as a peer mentor

Required Qualifications:

• 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years of experience in Operations, Business Transformation, Operational Excellence, Strategy, Workforce Planning, Business Management, or related functions within Financial Services.
• Demonstrated experience leading large-scale process standardization and transformation initiatives across multiple teams or business functions.
• Proven experience supporting organizations with 100+ team members and managing enterprise-wide change initiatives.
• Strong experience in workforce planning, capacity modeling, headcount forecasting, resource optimization, and organizational optimization.
• Experience developing and implementing governance frameworks, performance management programs, operational controls, and data governance practices.
• Expertise in business analytics, reporting, data interpretation, and translating insights into actionable business decisions.
• Experience leading Monthly Business Reviews (MBRs), Quarterly Business Reviews (QBRs), executive performance reviews, and governance forums.
• Proven track record of driving productivity improvements, process simplification, operational efficiency, and workforce utilization optimization.
• Experience partnering with senior leaders and cross-functional stakeholders to influence strategic decisions and lead cross-functional initiatives.
• Strong project management, strategic planning, and change management skills with the ability to lead multiple concurrent initiatives.
• Experience identifying and implementing automation, digitization, and workflow optimization opportunities.
• Excellent written, verbal, presentation, leadership, and executive communication skills.

• Bachelor’s degree in business administration, Finance, Economics, Operations Management, Engineering, Data Analytics, or a related field.
• Master's degree (MBA or equivalent) preferred.
• Experience within Commercial Banking, Credit Administration, Credit Operations, Business Banking, or Financial Crimes Operations.
• Lean Six Sigma Green Belt, Black Belt, PMP, Agile, or similar process improvement certifications.
• Advanced analytical capabilities with strong proficiency in Power BI, Tableau, Alteryx, SQL, or other business intelligence and data visualization tools.
• Experience establishing enterprise operating models and shared service frameworks.
• Knowledge of workforce management tools, capacity planning methodologies, and productivity measurement frameworks.
• Experience building executive dashboards, scorecards, and performance reporting mechanisms.
• Familiarity with data governance frameworks and data quality management practices.
• Strong financial acumen with the ability to evaluate business cases, ROI, and operational investment opportunities.
• Demonstrated ability to influence stakeholders and drive results in a matrixed environment.
• Experience leading organizational change, workforce transformation, and strategic planning initiatives.
• Proven ability to identify emerging business trends and translate them into actionable improvement strategies.
• Strong facilitation and stakeholder management skills with experience presenting to senior leadership and executive committees

Required AI Skills and Competencies

• Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agent space) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight.
• Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
• Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
• Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.
• Strategic Integration: Ability to identify opportunities for AI to drive business outcomes and efficiency. Champion AI literacy and adoption in teams, and manage change.
• Governance and Risk Oversight: Ensure responsible AI practices, compliance with regulatory standards, and ethical deployment across teams.
• Vendor and Technology Evaluation: Assess AI tools and platforms for suitability, scalability, and alignment with Wells Fargo’s enterprise standards.

Job Expectations:

• Flexible with Shifts

Posting End Date: 

18 Nov 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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.