Corporate & Investment Bank (CIB)
delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
About This Role
Wells Fargo is seeking a Business Execution Consultant in our Corporate and Investment Banking group. This role covers jobs responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups.
The individual in this position will play an integral role in assisting Debt Capital Markets (DCM) and (DCM) deal teams with the closing/ settlement process which allows deal teams to focus on relevant items not related to operational issues (both before and after the closing). This is a hybrid role with some office expectation.
In This Role, You Will Be Responsible For
- Overall coordination with the front office (origination & structuring, sales & distributions, relationship/portfolio managers, etc.) and back office
- Management of closing conference calls with client (e.g., CFO/Treasurer), closing attorneys, and deal team to review due diligence, closing precedents, and funds flow borrowing/payment requirements, wiring instructions, reconciling funds, gathering out-of-pocket expenses, and coordinating vendor invoices
- Assisting with various systems (e.g., Salesforce, Documentum, nCino, etc.) updates
- Supporting audit functions when related to Closed Deal Files
Duties
Additionally, the Deal Execution Specialist will be providing high-quality execution and client support for various DCM teams as it relates to technical transactions/ amendments. Specific duties will include, but are not limited to the following:
- Setting up bank meetings and coordinating logistics
- Creating transaction memorandums and preparing bank meeting materials
- Acting as liaison with Sales & Distribution and Corporate and Investment Banking teams
- Synchronizing post-bank meeting and pre-closing activities to ensure a smooth closing process
- Completing post-closing requirements/responsibilities including preparation of closed deal files
Other Duties/responsibilities May Also Include The Following
- Responding to requests from internal constituents for various client updates (e.g. general market updates, pro rata loan/high yield/institutional TLB comparables, Wells Fargo Securities capabilities/performance, etc.) and other client information
- Preparing documents/memos for distribution to DCM colleagues and other internal constituents
- Continuously and proactively increasing product knowledge, and using that product knowledge to provide useful information to internal/external constituents
- Monitoring pipeline (for internal and regulatory reporting purposes), tracking transaction fees/recent issuances and helping with other administrative support tasks
- Assisting the Deal Execution Team manager with the documentation process needed for evaluating and implementing process improvement projects as needed
Required Qualifications
- 2+ 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
Desired Qualifications
- Experience supporting Debt Capital Markets (DCM) – Debt Capital Markets deal teams
- 1+ years of financial services industry experience
- Proficiency with Salesforce, Documentum, and/or nCino systems
- Lending experience
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Ability to work in a fast-paced environment
- Strong attention to detail and accuracy skills
Job Expectations
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- 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.
- Ability to work outside of normal business hours as needed
Posting Location:
Charlotte, NC: 550 South Tryon
Salary Range
Charlotte, NC: $77K - $121K USD Annual
Reference Number
R-516408
