CIB Client Agreement Support Team Manager

Posted 17 Days Ago
Be an Early Applicant
2 Locations
Hybrid
97K-206K Annually
Mid level
Fintech • Financial Services
The Role
The role involves overseeing the Negotiation Support and Agreement Review teams, managing day-to-day operations, training staff, ensuring quality compliance, and improving processes for efficiency. Collaboration with stakeholders and support for strategic initiatives are key responsibilities.
Summary Generated by Built In

About this role:

The Head of the Agreement Support Team is a new role responsible for providing oversight of the Negotiation Support Team and Agreement Review and Digitization Team to ensure efficiency and a high-quality work product. This role is tasked with identifying synergies across both teams, enhancing processes, and building a more integrated and effective support function for the Markets Negotiation Team. This role requires strategic leadership, process optimization, and collaboration with internal stakeholders to drive efficiencies and ensure compliance with regulatory and organizational standards.

The Negotiation Support Team (NST) provides essential support for the Markets Negotiation Team, which is responsible for negotiating a wide variety of trading agreements for the Markets Division. The responsibilities of the Support Team include tracking of various legal agreements and associated approvals, reviewing the accuracy of digitized agreement terms, working on time sensitive requests that may require research and prompt resolution, and assisting with review and processing of netting determinations.

The Agreement Review and Digitization Team (ARD) provides post-execution support including quality assurance reviews of executed documentation and reviewing and/or digitizing agreement terms for certain Qualified Financial Contracts.

By leading both teams, the Head of the Agreement Support Team ensures that operational workflows are optimized and the Markets Negotiation Team is equipped with the necessary support to execute agreements efficiently and accurately.

In this role, you will:

  • Manage the combined organization on a day-to-day basis, providing leadership and oversight to NST and ARD professionals.
  • Train team in new processes and procedures as well as onboard and develop new team members.
  • Act as escalation point for Markets Negotiation Team to facilitating resolution of NST and ARD matters while ensuring a high-quality, consistent work product.
  • Review and monitor work queues to ensure that Key Performance Indicators (KPIs) are within acceptable metrics.
  • Identify and drive enhancements to processes, procedures and workflows to improve efficiency, reduce risk and maintain quality standards.
  • Play a primary role in internal audit reviews of processes and controls.
  • Provide guidance and mentorship to the team, fostering a culture of continuous learning, accountability and professional growth.
  • Support change management initiatives by helping the team adapt to new technologies.
  • Collaborate and consult with immediate colleagues and cross functional business partners
  • Manage allocation of people and financial resources for the Agreement Support Team
  • Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

  • 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years Leadership experience

Desired Qualifications:

  • 4+ years of Business Execution in Capital Markets Client
  • 2+ years of Team Managmenet experience preferred
  • Experience in documentation management or negotiating agreement
  • Proven experience training team members across multiple locations, including offshore teams, while maintaining consistency in knowledge and performance. 
  • Familiarity with ISDA, MSFTA, MRA, GMRA and other trading documentation, financial markets, and related regulatory requirements.
  • Experience implementing end-to-end technical solutions to enhance operational efficiency and quality control.
  • Strong ability to collaborate across departments to gather requirements, align priorities and build successful relationships.
  • Excellent verbal, written, and interpersonal communication skills, with the ability to convey complex information clearly and effectively to team members with varying levels of experience.
  • Strong analytical skills with high attention to detail and accuracy and effective organizational skills particularly in reviewing and assessing legal documentation.
  • Experience using workflow management tools, data analytics and automation solutions to optimize processes.
  • Strong understanding of KPIs and proven ability to train team members on best practices for proactively managing KPI queues.

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.

$96,600.00 - $206,100.00

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:

22 Apr 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Top Skills

Automation Solutions
Data Analytics
Gmra
Isda
Mra
Msfta
Workflow Management Tools
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The Company
HQ: San Francisco, CA
233,000 Employees
Hybrid Workplace
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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