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
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
Posting End Date:
2 Feb 2026
*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-516408
