דרושים Vice President Investment Banking - Upstream & Energy Services ב-Wells Fargo ב-United States, Houston

In this role, you will:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
• Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

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

Desired Qualifications:

• 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
• Ability to balances needs of clients with associated risks and interests of Wells Fargo
• 3+ years of experience in business-to-business sales
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• A BS/BA degree or higher

Job Expectations:

• Position will be responsible for visiting customers and prospects outside of the branch location with an assigned market/geography.
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• 1000 Louisiana St.Houston, TX 77002

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Drive strategic customer selection by targeting companies with annual revenues up to $100 million, ensuring alignment with growth goals and market potential
• Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
• Proven ability to develop and grow client relationships through a well-established professional network in Houston and the broader regional market, supporting targeted business development and client acquisition efforts
• Execute proactive customer engagement strategies to build comprehensive C&I relationships
• Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
• Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
• Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Required Qualifications:

• 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Proven experience managing commercial banking relationships with a focus on client growth and retention
• Advanced knowledge of treasury management products, sales, and structuring
• Strong in-market presence with an established network to support business development efforts
• Completion of formal credit training program
• Commercial banking account relationship management experience for clients with annual revenue up to $100MM
• Demonstrated experience working collaboratively to deliver the organization to clients and prospects
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships
• Experience developing and maintaining external and internal partnerships
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• 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 travel up to 10% of the time

Location:

• 100 Louisiana- Houston, TX 77002
• 21 Waterway Avenue- The Woodlands, TX 77380

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Lead or participate in relationship management and business development

• Represent the bank in developing, growing and maintaining client relationships with critical and complex clients

• Strive to broaden and deepen customer relationships by providing integrated, end to end financial solutions to our customers across multiple product platforms

• Participate with relationship managers and management in the completion of major transactions for strategic clients

• Originate, structure and/or aide in the execution of transactions related to investment banking, traditional corporate lending or other credit related products

• Demonstrate a strategic and consultative approach with client

• Identify opportunities and organize the right internal partners and team to form the relationship team

• Strategically collaborate and consult with peers and managers to resolve issues and achieve goals

• Lead projects, teams, or serve as a peer mentor in addition to involvement with the training of junior staff

• Have responsibility for a portfolio of approximately 20+ names across the Energy group

Required Qualifications:

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

Desired Qualifications:

• Specific experience in the Energy Industry, ideally with prior experience working in Oil and Gas

• Experience originating, structuring, and executing transactions related to corporate banking, other credit related products equity or venture capital investing

• Excellent verbal, written and interpersonal communication skills

• Strong analytical skills with high attention to detail and accuracy

• Strong accounting skills and ability to analyze financial statements

• Relationship management or some client-facing experience

• Ability to work independently in a fast paced, deadline driven team environment

Job Expectations:

• Ability to travel up to 40% of the time. This individual will be traveling approximately 2 days a week between Dallas and Houston TX and occasionally Tulsa, OK.

• Registration for FINRA Series 7 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.

• 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.

• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business and technical needs across Commercial Banking or Corporate & Investment Banking
• Lead the sourcing of new clients or growing of existing relationships for a given product or specialty in close coordination with coverage teams
• Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
• Partner with client teams to independently work on client transactions and advise on peer transactions, including highly complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership
• Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
• Serve as a mentor for less experienced individuals

Required Qualifications:

• 7+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in Oil, Gas and Energy sector trade finance with understanding of asset-based lending, reserves-based lending and energy trading dynamics.
• 7+ years of Trade Finance and working capital experience
• Strong relationship management skills
• Corporate Banking Experience
• Good PC skills with the aptitude to learn new systems quickly.
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills.
• 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 deadline driven environment.
• Ability to work independently, organizing and managing multiple priorities

Job Expectations:

• Travel up to 50%
• This position offers a hybrid work schedule
• Willingness to work on-site in one of the listed locations
• This position is not eligible for Visa sponsorship
• 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

Wells Fargo Recruitment and Hiring Requirements:

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

Investment Banking Overview

Provides a full range of investment banking and advisory services to clients in the following industries:

• Consumer & Retail
• Energy & Power
• Financial Institutions Group
• Financial Sponsors
• Healthcare
• Industrials
• Real Estate, Gaming, Lodging and Leisure (REGAL)
• Mid-Cap Investment Banking
• Technology, Media & Telecommunications

Provides a full range of execution capabilities and services to clients in the following products:

• Corporate Finance
• Equity Capital Markets
• Investment Grade Debt Capital Markets
• Leveraged Finance
• Mergers and Acquisitions

Additional product groups:

• Fund Finance
• Sustainable Finance and Advisory

WHAT THE PROGRAM OFFERS

Analysts, depending on the Division and Group they are assigned to, assume significant responsibility that may include:

• Developing and maintaining models to depict projected financial results and to value companies
• Working closely with senior bankers on presentations, financial and credit analysis, and the preparation of financial projections and models
• Supporting various financial analyses, including valuations and merger consequences
• Performing comprehensive and in-depth company and industry research
• Preparing presentations and other materials for clients
• Conducting research, participating in strategic planning and assisting in the execution of advisory services
• Conducting financial analysis, preparing credit packages, and monitoring existing deals; creating pitches, proposals, and marketing materials
• Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers

In this role, you will:

• Participate in analyzing companies, develop strategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking Mid-Year Program
• Review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables
• Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers

Ideal Candidate for this role:

• Outstanding problem solving and decision-making skills
• Strong analytical skills with high attention to detail and accuracy
• Ability to be proactive, innovative and creative in meeting customer and enterprise needs
• Ability to interact with integrity and a high level of professionalism with all levels of team members and management
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Energetic self-starter who proactively takes initiative, remains curious and has a genuine interest in learning and growth

This is a 2 year program with a program start date of July 2026.

Pay Range:

• Houston: $110,000 Annually
• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards.

Required Qualifications:

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

Desired Qualifications:

• Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is strongly preferred that your background include:

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 –June 2026
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively, as well as independently, in a collaborative, change driven environment
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement
• Pursuing a bachelor’s degree. All majors are welcome.
• Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry.

Job Expectations:

• 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.
• 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.

This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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.

Wells Fargo Recruitment and Hiring Requirements:

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

2026 Investment Banking Summer Associate

A trusted partner to our clients, we provide corporate and transaction 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.

The 10-week Summer Associate Program is designed for MBA students between their first and second year. You’ll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today’s dynamic environment.

What to Expect

The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.

Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:

• Building valuation models and supporting transaction execution
• Conducting company and industry research
• Preparing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Collaborating with senior bankers on engagements across sectors and geographies
• Supporting the development of junior team members

Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.

Required Qualifications

• 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education

Desired Qualifications

• MBA with an expected graduation date of December 2026 to June 2027
• Strong verbal and written communication skills
• Ability to operate effectively both independently and in teams
• Advanced Microsoft Office (Excel, PowerPoint, Word) skills
• Track record of leadership or involvement in professional or academic initiatives

Positions are available in Houston.

Pay Range:

TX (Houston): $175,000 Yearly

This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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.

Wells Fargo Recruitment and Hiring Requirements:

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

Corporate Banking Overview

Our CIB Coverage Teams are organized by industry vertical to provide the appropriate level of specialization and partner with our CIB Capital Markets, Corporate Finance and M&A teams to deliver Corporate and Investment Banking solutions to our clients. The CIB Coverage Industry verticals include:

• Banks Americas
• Consumer & Retail
• Energy & Power
• Financial Institutions Group
• Healthcare
• Industrials
• Technology, Media & Telecommunications
• Sponsors Portfolio Management

WHAT THE PROGRAM OFFERS

The Corporate Banking Early Career Program is designed to provide undergraduate students with an in-depth understanding of the day-to-day responsibilities of a full-time Corporate Banking Analyst. Analysts will work with Corporate Banking team members to support its financing and relationship management efforts. Analysts assist with end-to-end financing activities as well as ongoing relationship and portfolio management activities. Additionally, Analysts assist Corporate Bankers with the preparation of client marketing materials for CFOs and Treasurers of large Fortune 500 companies and middle-market clients.

Key Analysts responsibilities that Analysts may participate in include:

• Performing company and industry research;
• Preparing historical financial performance analysis and modeling future financial performance to identify key credit risks;
• Preparing client marketing materials utilizing Excel and PowerPoint presentation skills;
• Assisting in the preparation of credit underwriting materials and presentations for Wells Fargo’s Risk Committee approval;
• Assisting with deal closings;
• Support the management of existing client relationships through the ongoing monitoring of industry events, company press releases, and financial statements and preparing memorandums to update management on the latest client information as needed.

In this role, you will:

• Function as part of a team focused on helping clients achieve their financial and strategic goals
• Assist Corporate Bankers with the preparation of marketing materials for Fortune 500 companies and middle-market clients
• Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance
• Prepare discussion materials for internal and external presentations
• Complete periodic professional development training as scheduled
• Assist with deal closing including regulatory and compliance requirements

This is a 2 year program with a program start date of July 2026.

Pay Range:

• Houston: $100,000 Annually
• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards.

Required Qualifications:

• 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is strongly preferred that your background include:

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 –June 2026.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work effectively, as well as independently, in a collaborative, change driven environment
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
• Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement.
• Pursuing a bachelor’s degree. All majors are welcome.
• Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry.

This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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.

Wells Fargo Recruitment and Hiring Requirements:

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