Tag Archive for: team culture

Charlotte Weir“Leadership isn’t about directing from the sidelines,” says Charlotte Weir. “It’s about standing shoulder to shoulder with your team, celebrating success together and, when things don’t go to plan, being the first to own it.”

In a career spanning nearly three decades, Weir has operated by a consistent set of principles: be genuine, be present, and invest in people for the long term. It’s a philosophy that has defined her career, whether she is building client relationships lasting over 25 years, mentoring junior colleagues, or being candid with her team about the demands of balancing life and work.

Do What You Enjoy

“My philosophy is to do things you enjoy,” says Weir in explaining how she made her way to a career in finance. At first that meant a chemistry degree, pursued simply because she loved the subject. But once she graduated, she realized that she needed to find something that matched her energy.

“I’ve always been a high-intensity, competitive person,” she explains. “I wanted to be in an environment that was buzzy, fast-paced, and pushed me.” A recruitment firm landed her on a trading floor at Bear Stearns in London, where “the speed, the pace, being on the trading floor, it really excited me.”

What drew Weir specifically into debt capital markets wasn’t the products, but the relationships. “It’s about building relationships with clients while being very strong in your subject matter,” she notes, “building that trust so clients come back to you time and time again.”

After Bear Stearns, nearly two decades at Barclays followed, building seniority across UK, Northern European, and EMEA corporate teams. But the pandemic prompted a change of course.

“I had this moment where I thought, am I really doing what I want to be doing?” Weir recalls. “I was looking for a challenge. I was looking for the next opportunity to stretch myself.”

The challenge of building Wells Fargo’s corporate banking franchise in EMEA was the catalyst for Weir to make the move and step into a leadership role at Wells Fargo, with a team of about 50 people across London, Dublin and Frankfurt and a mandate to grow the business.

“My DCM background is still part of my DNA, but this role has challenged me to broaden my expertise, think more strategically, and help shape a team capable of taking the franchise to its next phase of growth across EMEA.”

Integrity and Showing Up

A defining feature of Weir’s leadership is integrity: doing what you committed to and not asking of others what you wouldn’t ask of yourself. That principle becomes most visible when things don’t go to plan. When a deal goes in the wrong direction, she doesn’t wait for someone else to manage the fallout.

“I am first on the phone to the client. I’m as much a part of the success as when things don’t go right.”

Rather than viewing those moments as setbacks, Weir sees them as some of the most powerful opportunities for growth.

“You learn so much more when things go wrong. It feels terrible in the moment, but you come out with lessons learned and much stronger.”

That same commitment to honesty and accountability carries through to how she shows up with her team internally. As the mother of 18-year-old triplets, Weir believes in being transparent about the realities of balancing work and family.

“I expect the team to work hard but it’s better if people know that home needs to come first sometimes,” she says. “Modeling that behavior helps other people realize it’s okay too. And that can change how they feel about work, because they know that there is flexibility there.”

Relationships and the Long Game

A defining thread in Weir’s career is her commitment to investing in relationships, especially when it comes to her clients.

“Some of my clients I’ve covered for 25 years. That creates an incredibly strong bond.”

That bond, she says, is what allows her to have conversations that go beyond the transactional and it means clients keep coming back, whether through market cycles or personnel changes.

Weir’s emphasis on relationships also shapes how she has approached mentorship and sponsorship. Rather than waiting to be noticed, she has consistently sought out senior leaders whose values resonated with her own, and asked directly for their guidance. At the same time, she is clear that while mentors and sponsors can open doors, it is equally important to learn how to advocate for yourself.

“While others may advocate for you, you also need to learn how to advocate for yourself, and it has to be done in a natural way, that feels like you.” For Weir, that meant connecting with senior leaders, often one or two levels above her direct manager, so that her contributions were visible beyond her immediate team.

“It’s about finding opportunities to help people recognize and realize what you’ve been involved in, what you’re doing, and how you’re driving the business forward. And doing it in a way that feels authentic to you.”

The mistake Weir made early on was assuming strong work would speak for itself. “There’s a mentality of put your head down, do your job really well, and you’ll get promoted. That’s not always the case.” Relationships, she learned, are not only how you serve clients, but also how you build and sustain a career.

Planting Seeds

Having entered the industry when she was, in her own words, “one of very few women,” Weir now channels that same long-term thinking into ensuring the next generation has an easier path. She is consistently involved in Wells Fargo’s campus recruiting and helped launch Treasurers and Bankers of Tomorrow, a Wells Fargo forum connecting junior bankers with junior finance professionals on the client side. The goal is simple: build authentic relationships long before anyone is in a position to do a deal.

“So much of my career comes back to relationships. If we can help our teams foster those connections early on, they’ll carry them throughout their careers.”

Switching Off

Outside the office, Weir stays active year-round through running, skiing, and paddleboarding. Running often becomes thinking time, while skiing offers something entirely different.

“It’s one of the only times when I can truly switch my brain off and enjoy being active in beautiful scenery.”

It’s fitting for a leader who believes in showing up fully: for her clients, her team, and herself. Knowing when to step back and recharge is what allows Weir to step forward when it matters most.

By Jessica Robaire

Rachel Goldin Jinich“Run towards the fire.  Go to where there is growth and where you can make an impact,” says Rachel Goldin Jinich.  “To me that’s always the recipe for success.”

Jinich exemplifies the drive to seize opportunities and master her craft amidst challenges. She reflects on how her authentic leadership style, commitment to growth, and dedication to supporting diverse talent and fostering a collaborative culture have defined her career.

Running Towards the Fire

From the beginning of her career, Jinich ran towards opportunity.  Pivoting from an undergraduate degree in political science and Spanish literature, Jinich studied finance in graduate school, finding a passion for commercial real estate.  Jumping at the chance to get experience on the lending side of real estate, Jinich joined the Wells Fargo commercial real estate team in 2006 in Boston, where only two years later she quickly learned how to weather a volatile market in the wake of the 2008 financial crisis.  Reaching out to her mentor and asking to join a new group dedicated to handling distressed debt workouts, Jinich gained valuable experience and established long-lasting connections throughout the firm.

“There is no better time than during a crisis to truly master your craft and discover what you still need to learn. I had the privilege of working with incredibly talented individuals, many of whom are still with Wells Fargo today and with whom I continue to collaborate frequently.”

Always looking for growth opportunities and embracing challenges, Jinich continued to broaden her skillset in commercial real estate, working across various groups including Real Estate Merchant Banking, Special Situations, Hospitality Finance, and Specialty Capital, where she started a specialized lending group for data centers.  Her breadth of experience and proven track record positioned Jinich to seamlessly assume the leadership role of her predecessor, becoming the head of Specialty Real Estate Finance (SREF) last year, with responsibility overseeing lodging and leisure, data centers, healthcare real estate, and manufactured housing.

“I am thrilled to lead this talented team focused on some of the most exciting sectors across real estate.”

Leading with a Growth Mindset

Jinich’s approach to seeking growth opportunities not only propels her career advancement, but also defines her leadership style.  She notes that being open to learning from others and drawing on their expertise is an important element of how she shows up as a leader.

“It’s having a healthy dose of humility and a growth mindset in order to learn from the people around you.  Put your ego aside, be a willing student and ask questions.”

Jinich also emphasizes authenticity as key to effective leadership, particularly as it engenders trust and respect from the team.

“Being candid resonates with people because they know whatever it is, they can trust that you will be transparent and direct.”

Jinich appreciates the authentic leadership style of her own manager, Kara McShane, head of Commercial Real Estate, and hopes to emulate that with her team.

“I believe people will respond positively to you if they see that you genuinely care about them, are invested in their success, and the team’s success.”

Finding Support in the Wells Fargo Culture

Jinich attributes Wells Fargo’s culture as a big contributor to her ability to lead authentically, including feeling comfortable sharing when she does not have all the answers.  She finds the thread of being humble and willing to ask clarifying questions woven throughout the organization’s leadership.

“What I truly appreciate about our culture is that even our most senior leaders can participate in calls and ask fundamental questions about the deal, the client, or the underwriting process without hesitation.”

She continues, “When I look at people who I respect and admire and see their ability to admit they don’t have the answers, and to learn and draw on the experience of others – that is the secret sauce.”

Jinich also highlights the emphasis on a team mentality as a particularly supportive aspect of the Wells Fargo culture.

“People understand that you win together.  When someone new joins, people invest the time in educating and helping them because in the end we are all just trying to get the best outcomes for our clients while supporting the team.”

As a leader, Jinich hopes to continue facilitating an atmosphere of collaboration, as she feels it is a unique and important element of Wells Fargo’s culture.

Creating a Team Culture that Elevates

Jinich is thoughtful about the culture she wants to create for her team, and how she aims to model that in her leadership style.  As a leader in a business that traditionally has fewer women in leadership roles, she is dedicated to supporting diverse talent.

“I’ve had a lot of support throughout my career to continue to advance and I want to make sure that everyone in my organization feels like they have a shot to get the big job, to win the big deal, and to be successful. Representation matters and Wells has incredible women in leadership positions and in the talent pipeline”

She continues, “I want to make sure that there are many women behind me who have that same opportunity and that we’re creating career paths.”

For Jinich, elevating others involves providing the constructive feedback they need to improve and advance emphasizing, “it’s making sure that same level of feedback is available to all of our employees.”  She aims to foster a culture that encourages ongoing dialogue by addressing actionable feedback promptly rather than waiting for mid-year reviews.

“Although it can at times be uncomfortable, people are receptive and crave that input. I want that feedback, too. I don’t expect it to be a one-way communication.  I want to create a culture where people feel comfortable speaking up.”

Setting Boundaries for Success

Navigating a fulfilling career and motherhood, Jinich understands that balancing time and energy between one’s personal and professional life is challenging.  She acknowledges, “sometimes it’s going well and you feel like you’re nailing it on every level and then there are days where you feel like you’re failing at everything.”  She continues, “I’ve had to learn to say no to things that aren’t important in my personal and professional life, so I can say yes to what truly matters.”

As a leader, she aims to create a culture that emphasizes setting boundaries, encouraging her team to take the time they need or ask for resources to avoid burnout.  She wants to be sure that balance is available, promoted, and supported for everybody.

Jinich finds balance outside of work by embracing the outdoors, whether she’s cycling with her kids or volunteering on the board of a nonprofit summer camp. She believes that being in nature and staying active are essential for self-care, enabling her to better support others.

“Whether it’s your son’s baseball game or a Pilates class, wherever you are in life, and whatever you have going on at home, setting boundaries is important.  It’s the key to a sustainable career.”

By Jessica Robaire