About this role: Wells Fargo is seeking a Investment Banking Client Strategy Consultant, Senior Assistant Vice President (Senior Business Execution Consultant) in Corporate & Investment Banking as part of the Chief Operations Office (COO), specifically aligned with investment banking coverage business management & strategy execution. Learn more about the career areas and lines of business at wellsfargojobs.com.
Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
The Coverage COO team, in alignment with Banking's leadership team, is responsible for business management, driving strategy execution, and developing / executing client coverage strategy and programs. In this role, you will work on deliverables and execution priorities for the Head of Investment Banking and other members of the Banking leadership team.
In this role, you will: - Lead client targeting and coverage strategy across Banking, coordinating with various cross-functional areas including Banking leadership, CIB Executive Engagement, LOB COO, Data & Analytics and CIB business partners
- Manage a variety of assigned and ongoing business management operations to ensure success in meeting business objectives
- Research, develop and execute on strategic priorities requiring deep analyses of internal metrics and industry trends, including supporting client campaigns, coverage effectiveness, executive engagement and client events
- Utilize independent judgement to complete moderate risk deliverables
- Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
- Collaborate to craft clear and compelling narratives by leveraging creative data visualization and story-telling to support executive strategic presentations
- Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
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
Desired Qualifications: - 4+ years of Corporate & Investment Banking experience
- 4+ years of experience at a global, highly matrixed financial services firm
- Experience working in or with front-line investment banking teams and leadership
- Experience executing large projects on complex topics with clear deliverables and recommendations
- Thought leader in topics that improve the overall franchise, including strategies to drive client engagement, improve efficiency, create leverage and scale, and increase process and metrics that drive behavioral change
- Understanding of the Investment Banking and Corporate Banking businesses
- Advanced PowerPoint and Excel skills for executive presentations and reporting
- Excellent verbal, written, and interpersonal communication skills, with the ability to lead meetings, communicate ideas and results effectively, and drive consensus throughout the organization
- Ability to adapt to a constantly changing environment and act with urgency when supporting leadership requests
Job Expectations: - Ability to work nights, weekends, and/or holidays as needed or scheduled
- Ability to work outside of regular business hours
- Ability to travel up to 10% of the time
- Visa sponsorship is not available
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report 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.
Posting Locations: - 550 S Tryon St. - Charlotte, North Carolina 28202
- 500 West 33rd St. - New York, New York 10001
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.
$87,000.00 - $168,000.00
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: 21 Sep 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.
