About this role:
Wells Fargo is seeking candidates to join our CIB Banking COO Office which drives business execution and strategy supporting the bankers and executives that lead our coverage verticals of Consumer & Retail, Healthcare, Energy & Power, Banks & Financial Institutions, Industrials, Technology, Media & Telecommunications, Real Estate, Gaming, Lodging & Leisure, Sponsor and Regional Investment Banking, and product lines of M&A, DCM, ECM.
In this role, you will:
Play a vital part in the day-to-day business management team. Core functions relate to strategy and analysis including: client prioritization, reviewing sales and performance metrics, and working on projects spanning Finance, Analytics, Marketing, Communications, Compliance, and other key business areas. The Associate role will collaborate with the Corporate Banking industry COOs, front line Corporate Bankers, and Group Executive. Key responsibilities include:
Supporting COO and Group Head Executives in pipeline analysis, initiative tracking, project execution, and banker scorecards
Researching and analyzing client information and data across multiple tools and platforms, including but not limited to: Client profitability systems, Loan tracking systems, Company hierarchy management platform, and Salesforce.com
Assisting in running vertical or product wide planning sessions
Monitoring data accuracy and integrity within CRM pipelines and internal company hierarchy management platforms
Balancing workload with peers, in the US and internationally, to deliver timely work product in the fast-paced environment of Corporate Banking.
Effectively utilizing skillsets such as: project management, data analysis, problem-solving skills, financial business acumen, the ability to integrate data/financial analysis into streamlined presentations, and knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools
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:
Experience working in Investment Banking, Corporate Banking, Finance, Strategy & Analytics
Experience with financial reporting, business performance analysis and execution of strategic projects supporting Technology, Media & Telecommunications and Healthcare
Experience with customer relationship management systems CRMs (ie Salesforce.com)
Experience in problem analysis, solution implementation, and change management
Excellent verbal, written, and interpersonal communication skills and executive presence
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
Experience with preparation and execution of Senior and Executive level presentations
Ability to work effectively in a team environment and across all organizational levels - flexibility, collaboration, and adaptability are important
Advanced proficiency in Microsoft Excel and PowerPoint
Ability to manipulate data sets (BI Tools, Pivot Tables, Macros)
Job Expectations:
Ability to work outside of normal business hours as needed
Ability to travel up to 5%
Posting Location:
New York: 30 Hudson Yards, New York
California: 333 Market St., San Francisco
Pay Range:
New York: $104K - $168K
California: $104K - $168K
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.
$104,000.00 - $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 (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:
16 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 (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-489623
