Wells Fargo Corporate Investment Bank COO Associate - Business Management Office United States, California, San Francisco 549044016
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In this role, you will:
Play a vital part in the day-to-day business management team. Core functions relate to strategy and analysis including: client prioritization, reviewing sales and performance metrics, and working on projects spanning Finance, Analytics, Marketing, Communications, Compliance, and other key business areas. The Associate role will collaborate with the Corporate Banking industry COOs, front line Corporate Bankers, and Group Executive. Key responsibilities include:
- Supporting COO and Group Head Executives in pipeline analysis, initiative tracking, project execution, and banker scorecards
- Researching and analyzing client information and data across multiple tools and platforms, including but not limited to: Client profitability systems, Loan tracking systems, Company hierarchy management platform, and Salesforce.com
- Assisting in running vertical or product wide planning sessions
- Monitoring data accuracy and integrity within CRM pipelines and internal company hierarchy management platforms
- Balancing workload with peers, in the US and internationally, to deliver timely work product in the fast-paced environment of Corporate Banking.
- Effectively utilizing skillsets such as: project management, data analysis, problem-solving skills, financial business acumen, the ability to integrate data/financial analysis into streamlined presentations, and knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools
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 working in Investment Banking, Corporate Banking, Finance, Strategy & Analytics
- Experience with financial reporting, business performance analysis and execution of strategic projects supporting Technology, Media & Telecommunications and Healthcare
- Experience with customer relationship management systems CRMs (ie Salesforce.com)
- Experience in problem analysis, solution implementation, and change management
- Excellent verbal, written, and interpersonal communication skills and executive presence
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
- Experience with preparation and execution of Senior and Executive level presentations
- Ability to work effectively in a team environment and across all organizational levels - flexibility, collaboration, and adaptability are important
- Advanced proficiency in Microsoft Excel and PowerPoint
- Ability to manipulate data sets (BI Tools, Pivot Tables, Macros)
Job Expectations:
- Ability to work outside of normal business hours as needed
- Ability to travel up to 5%
New York: 30 Hudson Yards, New York
California: 333 Market St., San Francisco
Pay Range:
New York: $104K - $168K
California: $104K - $168K
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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