Overland Advantage Product Specialist

About this role:

Wells Fargo is seeking an Overland Advantage Product Specialist (Principal Strategic Investment Specialist) who will cultivate strong internal and external relationships to deliver access to private credit and other long-term capital solutions, for middle-market clients and prospects of the bank. The individual in this position will develop innovative financing strategies to support clients’ growth, mergers and acquisitions, and other strategic capital initiatives

In this role, you will:

• Source and evaluate new direct lending investment opportunities
• Provide value added advice and enhance strategic dialogue with key clients and top prospects of the bank
• Lead and participate in the due diligence process, including management presentations and company meetings
• Build and maintain relationships with intermediaries and industry contacts to generate deal flow
• Provide vision, leadership, and industry expertise that significantly influence the organization's business and financial objectives
• Strategically lead all levels of professionals and managers across the enterprise; serve as an expert advisor to Commercial Banking leadership

Required Qualifications:

• 10+ years of experience in Strategic Investment Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Capital markets and private capital experience
• 10+ years work experience in one or a combination of: commercial banking, corporate banking, private equity, investment banking, direct lending or equivalent experience
• Familiarity with evaluating and executing private credit and/or lending transactions related to private equity buy-outs, strategic M&A, or other credit related products including senior secured loans, unitranche and second lien/mezzanine
• Excellent verbal, written, and interpersonal communication skills. Strong integrity, work ethic, and a team player. High level of initiative and accountability
• Ability to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environment

Job Expectations:

• Ability to travel to different client markets on a regular basis
• This position is not eligible for Visa sponsorship 
• This position offers a hybrid work schedule 
• Willingness to work on-site at stated location on the job opening.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process 

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$276,400.00 - $645,000.00

Posting End Date:

28 Apr 2025

*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.

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.