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Wells Fargo Vice President Tech Investment Banking - Software 
United States, California, San Francisco 
370604056

Yesterday

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:

  • 30 Hudson Yards, New York City

  • 333 Market Street, San Francisco

Pay Range:

  • Base pay range for this position in New York City 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

10 Mar 2025


Wells Fargo Recruitment and Hiring Requirements:

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