Lead Wealth Underwriter - Legal Specialty Group

Shape the Financial Strategies Behind Some of the Nation's Most Successful Law Firms

At Wells Fargo, we help successful individuals, businesses, and institutions achieve their financial goals while creating extraordinary career opportunities for our employees.

Within Wealth & Investment Management (WIM), our Banking, Lending & Trust (BL&T) division delivers customized banking and credit solutions to affluent, high-net-worth, and ultra-high-net-worth clients. As part of our nationally recognized Legal Specialty Group, you'll work with sophisticated law firm clients across the country, structuring complex credit solutions that support growth, partner capital needs, acquisitions, and strategic initiatives.

This role offers the opportunity to combine advanced credit expertise with strategic client advisory work, partnering directly with Private Bankers, Regional Leadership, attorneys, and law firm executives on highly visible transactions.

What You'll Do:

As a Lead Wealth Underwriter, you'll serve as a trusted credit partner, helping evaluate, structure, and manage sophisticated lending relationships for law firms and related professional practices.

You'll:

• Underwrite and structure complex commercial credit facilities tailored to client needs and strategic objectives.
• Analyze financial performance, cash flows, industry trends, and collateral to assess risk and identify opportunities.
• Develop innovative credit solutions that strengthen client relationships and support business growth.
• Partner with Private Bankers and leadership teams to provide strategic advice throughout the lending process.
• Lead transaction discussions involving credit structures, covenant negotiations, documentation, and deal execution.
• Present recommendations to senior credit leaders and decisionmakers with confidence and clarity.
• Manage an existing portfolio of legal-industry relationships, monitoring performance and identifying emerging risks.
• Review and negotiate loan documentation alongside internal and external counsel.
• Maintain sound risk practices while supporting business growth objectives.

What Makes You Successful:

You thrive in complex environments and enjoy balancing rigorous financial analysis with relationship-driven advisory work.

Successful candidates often bring:

• Strong commercial credit underwriting and financial analysis experience.
• Expertise structuring sophisticated lending transactions.
• The ability to influence and communicate effectively with senior executives and business leaders.
• Executive presence and strong written and verbal communication skills.
• Sound judgment and a thoughtful, consultative approach to solving client challenges.
• A collaborative mindset with the ability to work across multiple stakeholders and business partners.
• Intellectual curiosity and a desire to learn and grow within a specialized market segment.

Required Qualifications:

• 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Commercial lending experience supporting law firms, professional services firms, or middle-market clients.
• Formal commercial credit training.
• Experience with complex loan documentation and transaction negotiations.
• Knowledge of capital markets, treasury, and broader banking solutions.
• Strong understanding of commercial financial statements, cash flow analysis, and lending structures.
• Bachelor's degree preferred.
• Proficiency with Microsoft Office applications, including Excel and Word.
• Bachelor's degree preferred.

Job Expectations:

• Ability to travel up to 20%
• Specific compliance policies may apply regarding outside activities and/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
 

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

*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.