In this role, you will:
- Provide coordination with the front office (origination & structuring, sales & distributions,relationship/portfoliomanagers, etc.) and back office.
- Manage closing conference calls with deal teams to review closing requirements and funds flow (wiring instructions, reconciling funds, gathering out-of-pocket expenses, coordinating vendor invoices).
- Communicate (i.e., liaise) with Sales & Distribution and Corporate and Investment Banking teams
- Synchronize post-bank meeting and pre-closing activities (to ensure a smooth closing process).
- Complete post-closingrequirements/responsibilities(including preparation of closed deal files).
- Prepare documents/memos for distribution to DCM colleagues and other internal constituents (bank meeting materials, transactions memorandums, funds flows, etc.).
- Continuously and proactively increase product knowledge; utilize product knowledge to provide useful information to internal/external constituents.
- Monitor pipelines (for internal and regulatory reporting purposes), track transaction fees/recent issuances and assist with various administrative support task and systems (e.g., SalesForce, Documentum, etc.) updates.
- Assist the Deal Execution Team manager with the documentation process needed for evaluating and implementing process improvement projects (on an as needed basis).
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:
- Experience supporting Debt Capital Markets (DCM) Deal Teams
- Ability to prioritize and work effectively, meet deadlines, achieve goals, and work under pressure in a complex dynamic fast-paced team environment across all organizational levels
- Good attention to detail and accuracy skills
- A BS/BA degree or higher
- Proficient with using SalesForce
- 2+ years of financial services industry experience
- Lending experience
Job Expectations:
- Ability to work outside of regular business hours as needed
- 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 Location:
- 550 S. Tryon St. - Charlotte, North Carolina
3 Sep 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.