Capital Markets & Advisory Program Lead

Wells Fargo • Charlotte, NC • 7h ago

About this role:

Wells Fargo is seeking a Capital Markets & Advisory Program Lead to help us transform the Capital Markets and Advisory business.

In this role, you will:

Scope and set up Capital Markets & Advisory transformation program

Work with stakeholders to align work efforts to key strategy pillars

Track work efforts to ensure they align to strategic goals

Create materials, setup and facilitate executive steering committee & other routine cadences

Capture risks, issues, dependencies and impediments

Participate in solution design & recommendations, as needed

Participate in annual investment planning & budgeting cycles

Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives

Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate

Review strategic approaches and effectiveness of support function and business performance

Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations

Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans

Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives

Influence, guide and lead less experienced Strategy and Execution staff within the group

Required Qualifications:

5+ 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 working in Investment Banking

Former management consulting or business management experience within a Big 4 consulting firm

Ability to create executive presentation materials

Ability to facilitate executive steering committees

Excellent verbal and written communication skills

Knowledge of the deal lifecycle

Excellent relationship-building skills

Experience managing and resolving complex risks and issues

Proven experience managing complex programs with multiple stakeholders

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 location:

550 S. Tryon St. - Charlotte, North Carolina

Posting End Date:

1 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-479426

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