In this role, you will:
- Responsible for overall senior relationship connectivity, development, and sponsorship with Wells Fargo’s leading strategic client relationships with traditional and alternative asset managers
- Engage in regular communications with the core coverage and Leadership teams across CIB and broader Wells Fargo organizations
- Work closely with internal partners to understand each respective area’s strengths, value propositions and areas of development to represent those differentiated capabilities to our clients
- Represent and advocate for their clients’ particular needs and interests within the overall Wells Fargo organization and share objective assessments of future business opportunities internally
- Develop strong relationships to create sustainable economic value for Wells Fargo by delivering solutions through product capabilities and cross-platform collaboration
- Consistently meet and exceed client expectations, and be viewed as a trusted advisor to C-Suite and senior management
- Connect senior management of Wells Fargo to client leadership to broaden the strategic firm-to-firm relationship
Required Qualifications:
- 10+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 10+ years of institutional capital markets experience in sales, trading, portfolio management, relationship management or investment banking with a minimum of 5 years of institutional relationship management coverage experience with large and complex traditional and alternative asset managers
- Excellent verbal, written, and interpersonal communication skills
- Ability to interact with all levels of an organization
- Deep understanding of asset management industry, critical functions and services
- Proven track record of client development and retention
- Willingness to provide list of references from large traditional and alternative asset managers
- Strong leadership skills and ability to build internal team member support and consensus, navigate complicated organizations and marshal required resources
- Strong communication, marketing and negotiation skills
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- You are enthusiastic, self-motivated, and are a positive role model for others
Job Expectations:
- Ability to travel up to 20% or as needed
- Registration for FINRA Series 7 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 79 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
Pay Range
$207,900.00 - $431,900.00
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.