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Wells Fargo Business Execution Consultant - Debt Capital Markets 
United States, North Carolina, Charlotte 
481254489

24.04.2025

In this role you will be responsible for:

  • Overall coordination with the front office (origination & structuring, sales & distributions,relationship/portfoliomanagers, 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, coordinating vendor invoices
  • Assisting with various systems (SalesForce, Documentum, nCino, etc.) updates
  • Supporting audit functions when related to Closed Deal Files

Additionally, the Deal Execution Specialist will provide 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:

  • Coordinating Bank meetings (logistics)
  • Creating transaction memorandums and preparing bank meeting materials
  • Communicating (acting as liaison) with Sales & Distribution and Corporate and Investment Banking teams
  • Synchronizing post-bank meeting and pre-closing activities, and ensuring a smooth closing process
  • Completing post-closingrequirements and responsibilities, including preparation of closed deal files

Otherduties/responsibilitiesalso include the following:

  • Responding to requests from internal constituents for various client updates (general market updates, pro rata loan/high yield/institutional TLB comparables, Wells Fargo Securitiescapabilities/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 utilizing 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 on an as needed basis

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) and Debt Capital Markets deal teams
  • Proficiency with Salesforce, Documentum, and/or nCino systems
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a fast paced, dynamic and complex environment
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • 1+ years of financial services industry experience
  • Lending experience
  • A BS/BA degree or higher
  • Good attention to detail and accuracy skills
  • Intermediate MS Office skills (Word, Outlook, Excel, PowerPoint)

Job Expectations:

  • Ability to work outside of normal business hours if needed

Charlotte, NC: 550 South Tryon

Salary Ranges:

Charlotte, NC: $73,100 - $129,900 USD Annual

27 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.