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דרושים Front Office Rates Quant - Vice President ב-Wells Fargo ב-United States, San Francisco

מצאו את ההתאמה המושלמת עבורכם עם אקספוינט! חפשו הזדמנויות עבודה בתור Front Office Rates Quant - Vice President ב-United States, San Francisco והצטרפו לרשת החברות המובילות בתעשיית ההייטק, כמו Wells Fargo. הירשמו עכשיו ומצאו את עבודת החלומות שלך עם אקספוינט!
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United States
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San Francisco
7 jobs found
16.09.2025
WF

Wells Fargo Corporate Investment Bank COO Associate - Business Managemen... United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
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...
Description:


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%

New York: 30 Hudson Yards, New York

California: 333 Market St., San Francisco

Pay Range:

New York: $104K - $168K

California: $104K - $168K

Pay Range

$104,000.00 - $168,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

16 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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20.08.2025
WF

Wells Fargo Front Office Rates Quant - Vice President United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
Design, development, and implementation of quantitative models for interest rates risk management, trading strategies, and pricing of interest rates products. Develop, integrate, and deploy optimization-based curve construction in collaboration with...
Description:

About this role:

The candidate will have to collaborate with front office trading, risk oversight, technology, and model governance functions ensuring requirements are met and governance is adhered to. He/she will possess high quality communications skills both written and verbal in order to socialize the approaches and highlight progress and issues in need of support.

Essential duties and responsibilities include:

  • Design, development, and implementation of quantitative models for interest rates risk management, trading strategies, and pricing of interest rates products.
  • Develop, integrate, and deploy optimization-based curve construction in collaboration with other Quants, providing expertise in relevant software design, implementation and performance optimization.
  • Effectively communicate and partner with Business Stakeholders, other Quant Teams, Technology and Project Management
  • Deliver high-quality software and documentation following our standardized planning and Agile-based SDLC process.
  • Support the trading desk with questions about deployed models.


In this role, you will:

  • Proactively participate in complex software design & development activities within an Agile environment
  • Contribute to large-scale project planning, balancing short and long-term objectives
  • Use quantitative and advanced technologies to solve complex business problems
  • Meet deliverables while adhering to policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues, and project managers to resolve issues and achieve goals
  • Effectively communicate with and build consensus with all project stakeholders


Required Qualifications:

  • 5+ years of Securities Quantitative Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 5+ years of quantitative development experience
  • 4+ years interest ratesmodeling and model implementation.
  • 4+ years of front office derivatives Quant model experience
  • Team player with excellent verbal and written and interpersonal communication skills
  • Strong experience in derivatives modeling and implementation, especially rates products and models.
  • Experience working with Sales and Trading partners as a front office quant
  • Solid knowledge of financial mathematics, particularly, stochastic calculus, Monte-Carlo and other numerical methods.
  • Strong hands-on programming skills in C++ and Python, and proficient in the model implementation.
  • Delivery focused with experience partnering with technology to deploy models within a system.
  • Ability to work on multiple projects and effectively organize tasks, manage time, set priorities and meet deadlines.
  • Strong interest in financial markets and willingness to provide practical solutions for the business stakeholders.
  • Experience with model documentation and model validation.
  • Demonstrated experience in successfully collaborating with others in a change driven environment.
  • Master's or higher degree or equivalent in computer science, computational finance, mathematics or similar technical fields.
  • PhD degree or equivalent in computer science, computational finance or mathematics

Pay Range

$185,000.00 - $300,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

19 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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17.07.2025
WF

Wells Fargo Senior Lead Compliance Officer - Rates United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and...
Description:


In this role, you will:

  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Complete operational activities while minimizing risks under established policies
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Receive direction from managers and exercise judgment within defined policies and procedures
  • Escalate questions and issues to more experienced roles
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
  • Identify information and services to meet customers financial needs


Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Customer service focus with experience handling complex transactions across multiple systems
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and team members
  • Experience working with others on a team to meet customer needs
  • Cash handling experience
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Well-organized, independent and able to prioritize in a fast-paced environment
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues


Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • This position is not eligible for Visa sponsorship

Posting Location(s):

  • 333 Market St., San Francisco, CA 94105
  • 1160 Grant Ave., San Francisco, CA 94133
  • 1900 Union St., San Francisco, CA 94123
  • 292 Battery St., San Francisco, CA 94111
  • 2100 Fillmore St., San Francisco, CA 9411
  • 2100 Chestnut St., San Francisco, CA 94123
  • 601 Market St., San Francisco, CA 94105
  • 286 King St., San Francisco, CA 94117
  • 464 California St., San Francisco, CA 94104
  • 1015 Stockton St., San Francisco, CA 94108
  • 460 Sutter St., San Francisco, CA 94108
  • 2 Grant Ave., San Francisco, CA 94108
  • 1560 Van Ness Ave., San Francisco, CA 9410
  • 1335 Webster St., San Francisco, CA 94115
  • 420 Montgomery St., San Francisco, CA 94104

Pay Range:

  • San Francisco, California - Pay Range:$22.00 - $27.40

for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

*Positions may not be available at all branch locations outlined in the posting.

*Position requires full-time training for 4 weeks. Training schedule is as follows: Monday - Friday - 8:30am - 5:30pm.

*Job posting may come down early due to volume of applicants.

Pay Range

$22.00 - $27.40

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

25 Jul 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

07.05.2025
WF

Wells Fargo Commercial Rates & FX Securities Sales Associate United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
Partner closely with senior Rates & FX sales people and banking relationship managers to provide comprehensive risk management services to Wells Fargo’s corporate clients. Analyze, aggregate, and present materials for...
Description:


In this role, you will:

  • Partner closely with senior Rates & FX sales people and banking relationship managers to provide comprehensive risk management services to Wells Fargo’s corporate clients
  • Analyze, aggregate, and present materials for the marketing of derivative products
  • Price and execute interest rate and currency transactions directly with clients
  • Provide daily front office support functions, including, but not limited to trade processing and responding to customer service requests
  • Develop client pitch materials and deal documents
  • Generate interest rate and currency market updates as relevant for client engagement
  • Provide analytical support for corporate finance, traders, and senior sales team
  • Gain a deep understanding of interest rate and FX risk management techniques
  • Work effectively with all support areas to deliver a superior client experience
  • Prioritize to successfully execute a wide range of internal processes, client requests, and transactions of varying complexity
  • Drive constant process improvement and find efficiencies across the platform
  • Ensure compliance with all applicable Dodd-Frank and regulatory rules

Required Qualifications:

  • 2+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Strong interest in financial markets, foreign currencies and derivatives
  • Demonstrated proficiency in handling multiple projects and deadlines
  • Energetic self-starter who is flexible, organized, conscientious, proactive, and detail-oriented
  • Strong work ethic, initiative and desire to learn
  • Enjoy working collaboratively in a team environment
  • Experience developing presentation and spreadsheet materials
  • Must be able to work in a fast-paced environment and to communicate effectively internally and externally

Additional Compensation Details:

  • Base Salary - $155,000 - This role is eligible for a bonus.

Posting Location:

  • San Francisco, CA
  • Charlotte, NC

Pay Range

$111,100.00 - $237,100.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

9 May 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

06.05.2025
WF

Wells Fargo Commercial Rates & FX Securities Sales Analyst United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
Partner closely with senior Rates & FX sales people and banking relationship managers to provide comprehensive risk management services to Wells Fargo’s corporate clients. Analyze, aggregate, and present materials for...
Description:


In this role, you will:

  • Partner closely with senior Rates & FX sales people and banking relationship managers to provide comprehensive risk management services to Wells Fargo’s corporate clients
  • Analyze, aggregate, and present materials for the marketing of derivative products
  • Price and execute interest rate and currency transactions directly with clients
  • Provide daily front office support functions, including, but not limited to trade processing and responding to customer service requests
  • Develop client pitch materials and deal documents
  • Generate interest rate and currency market updates as relevant for client engagement
  • Provide analytical support for corporate finance, traders, and senior sales team
  • Gain a deep understanding of interest rate and FX risk management techniques
  • Work effectively with all support areas to deliver a superior client experience
  • Prioritize to successfully execute a wide range of internal processes, client requests, and transactions of varying complexity
  • Drive constant process improvement and find efficiencies across the platform
  • Ensure compliance with all applicable Dodd-Frank and regulatory rules

Required Qualifications:

  • 6+ months of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Strong interest in financial markets, foreign currencies and derivatives
  • Demonstrated proficiency in handling multiple projects and deadlines
  • Energetic self-starter who is flexible, organized, conscientious, proactive, and detail-oriented
  • Strong work ethic, initiative and desire to learn
  • Enjoy working collaboratively in a team environment
  • Experience developing presentation and spreadsheet materials
  • Must be able to work in a fast-paced environment and to communicate effectively internally and externally

Additional Compensation Details:

  • Base Salary - $110,000 - This role is eligible for a bonus.

Posting Location:

  • San Francisco, CA
  • Charlotte, NC
  • Los Angeles, CA

Pay Range

$84,000.00 - $179,200.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

9 May 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

23.04.2025
WF

Wells Fargo Vice President Tech Investment Banking - Software United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
The Vice President will be responsible for independently working with clients and handling complex transactions. A successful candidate will have well-developed knowledge of products and services, marketplace, and clients (ideally...
Description:

In this role, you will:

  • The Vice President will be responsible for independently working with clients and handling complex transactions.

  • A successful candidate will have well-developed knowledge of products and services, marketplace, and clients (ideally with familiarity of clients within Software). This position will be directly involved in the origination, structuring, and execution of Corporate and Investment Banking products and services for existing clients and prospects.

  • The Vice President will assist in delivering the full range of products and services to clients through formulating financial strategy and policy with clients at the executive management level, managing client relationships, and executing mandated assignments in public and private equity, M&A, loan and high yield and convertible securities transactions.

  • The position requires a high level of initiative and the ability to work within a fast-paced team environment. You must bring strong organizational skills and the ability to manage multiple projects simultaneously. Precise attention to detail is essential. You must demonstrate a habit of learning and mastering complex material and a practiced ability to communicate the same.

Required Qualifications

  • 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

  • Investment banking experience

  • Software experience within TMT

  • Knowledge and understanding of M&A: public and private; origination and execution

  • Knowledge and understanding of capital markets: debt and equity; origination and execution

  • Excellent verbal, written, and interpersonal communication skills

  • Strong analytical, modelling and valuation skills

  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

  • A Master's degree or higher in accounting, finance, or economics

Job Expectations

  • Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Ability to travel up to 50% of the time

Posting Location:

  • 333 Market Street, San Francisco

Pay Range:

  • Base pay range for this position is 250,000.00 USD

  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

Pay Range

$173,300.00 - $359,900.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

29 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

02.04.2025
WF

Wells Fargo Vice President Investment Banking Technology Mergers & Acqui... United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
Lead financial analysis, transaction strategy and deal tactics. Manage transaction processes. Provide input on critical dialogue and transaction negotiations. Lead due diligence, valuation, and financial modeling efforts. Lead development of...
Description:

About this role:

The Mergers & Acquisitions (M&A) Group within the Investment Banking division of Wells Fargo Securities (WFS) is seeking an experienced investment banking professional – at the Vice President level - to join our San Francisco office and the Tech M&A team. The M&A Group consists professionals focused on providing a full array of strategic advisory services to Wells Fargo’s client base in targeted industry sectors. M&A partners with Wells Fargo's Coverage groups to provide strategic advisory and execution services across the global platform.

  • Lead financial analysis, transaction strategy and deal tactics.

  • Manage transaction processes.

  • Provide input on critical dialogue and transaction negotiations.

  • Lead due diligence, valuation, and financial modeling efforts.

In this role, you will:

  • Lead development of sophisticated financial analyses to evaluate M&A transactions, LBOs, investments, reorganizations, and/or other transactions.

  • Supervise and manage the day-to-day execution of multiple transactions.

  • Leverage multi-disciplinary insights (i.e., perspective of equity investors, financing markets, industry dynamics) to provide relevant advice.

  • Maintain quality control on all work product generated by deal team.

  • Analyze companies’ financial needs and help develop solutions.

  • Structure and recommend creative and unique transaction structures according to client need.

  • Identify key industry trends and key industry players to determine who will become clients in the future.

  • Support new business origination through the contribution of new ideas (i.e., logical M&A transactions).

  • Establish subject matter expertise with clients; begin to be viewed as a knowledgeable / credible resource by clients and able to pitch for new business.

  • Interact and build working relationships and credibility with partners across the bank.

  • Promote diversity and inclusion amongst the group.

  • Mentor and develop the junior team to improve skills and build culture within the group.

  • Forge professional relationships with client counterparts (i.e., mid-level corporate development staff).

  • Develop network of trusted M&A professionals (i.e., lawyers, consultants, accountants) as both a client sourcing channel and a trusted sounding board.

Required Qualifications:

  • 5+ years of investment banking experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Demonstrated ability to manage and execute M&A transactions

  • Strong analytical skills with high attention to detail and accuracy

  • Excellent verbal, written, and interpersonal communication skills

  • Sound analytical skills with an advanced understanding of finance and accounting concepts, strong interpersonal, written and verbal skills, maintaining highquality/detail-orientedwork standards, and willingness to take on significant responsibility

  • Proficiency in Microsoft Excel and PowerPoint

  • Comfortable functioning both independently and as part of a team, meeting stringent deadlines and work quality standards

  • Tech sector M&A experience required especially experience in public company transactions

Job Expectations

  • Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

Base Pay:

  • Base pay range for this position is 250,000.00 USD

  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

Pay Range

$173,300.00 - $359,900.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

2 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
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...
Description:


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%

New York: 30 Hudson Yards, New York

California: 333 Market St., San Francisco

Pay Range:

New York: $104K - $168K

California: $104K - $168K

Pay Range

$104,000.00 - $168,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

16 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more
בואו למצוא את עבודת החלומות שלכם בהייטק עם אקספוינט. באמצעות הפלטפורמה שלנו תוכל לחפש בקלות הזדמנויות Front Office Rates Quant - Vice President בחברת Wells Fargo ב-United States, San Francisco. בין אם אתם מחפשים אתגר חדש ובין אם אתם רוצים לעבוד עם ארגון ספציפי בתפקיד מסוים, Expoint מקלה על מציאת התאמת העבודה המושלמת עבורכם. התחברו לחברות מובילות באזור שלכם עוד היום וקדמו את קריירת ההייטק שלכם! הירשמו היום ועשו את הצעד הבא במסע הקריירה שלכם בעזרת אקספוינט.