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Wells Fargo Business Management Senior Assistant VP– United States, North Carolina, Charlotte 151853626
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About this role:
Corporate Investment Banking (CIB) as part of The Chief Operating Officer (COO), within ourCIB Banking Capital & Portfolio Management Group.
In this role, you will:
- Partner with the Banking Lending COO team and other internal stakeholders to develop solutions to both new and existing business challenges
- Support the Capital & Portfolio Management team in efforts to strengthen the infrastructure related to the delivery of lending products
- Lead support functions or operations for multiple business groups and contribute to large-scale strategic initiatives that drive business continuity and operational excellence
- Support the Banking Lending COO team across a variety of key ad-hoc projects, including pipeline reporting, finance and capital forecasting, and other critical initiatives
- Prepare reporting and presentation materials and support relationship management with CIB Lending Operations, including preparation for joint meetings
- Ensure efficiency, quality, and cost-effectiveness of solutions, while managing pipeline activities and operational performance
- Research moderately complex business, operational, and strategic initiatives requiring analytical skills, a foundational understanding of organizational strategy, and knowledge of international business dynamics
- Work independently to provide leadership and make recommendations that enhance support functions and business execution
- Assist in the planning and execution of programs and initiatives focused on riskmitigation, efficiency,and customer experience
- Collaborate and consult with team leaders to develop project plans, policies, and procedures that align with business goals
- Provide leadership in managing relationships and implementing programs, services, and initiatives with cross-functional business partners
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:
- 4+ years of Corporate Lending and/or Investment Banking
- Experience with Investment Banking RCSA
- Experience with strategy, underwriting, financial, and/or analytics experience of commercial portfolios
- Experience in problem analysis, solution implementation, and change management
- Advanced PowerPoint and Excel skills for executive presentations
- Experience with customer relationship management systems (CRMs) including Salesforce and market data vendors such as; Dealogic, Tableau, Bloomberg, Factset
Job Expectations:
- Ability to work outside of regular business hours including nights, weekends, and/or holidays as needed or scheduled
- Ability to travel up to 10% of the time
- Visa sponsorship is not available
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance 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.
- 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.
Posting Locations:
- 500 West 33rd St. - New York, New York 10001
- 550 S Tryon St. - Charlotte, North Carolina 28202
Pay Range
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
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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