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Business Execution Consultant - Client Engagement Team

AT Wells Fargo
Wells Fargo

Business Execution Consultant - Client Engagement Team

New York, NY

About this role:

Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

The CIB Client Engagement Team provides a cohesive platform to manage client engagement opportunities such as client events, industry conferences, and sponsorships while connecting senior leaders to clients through a strategic, genuine and measured approach. This position will assist the Head of Client Engagement in the program management, strategy and ideation of Client Engagement efforts.

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In this role, you will:
  • Assist the Head of Client Engagement with oversight of client engagements by coordinating with various businesses on project management, client nominations, tracking of invites and registrations, reporting on the efforts to stakeholders and preparing post event recaps.
  • Gathering of key details regarding engagements and preparation of materials to include in Senior Leader briefs.
  • Support strategic initiatives by developing and updating presentations for discussions with Senior Leaders.
  • Assist with the communication strategy to maximize client engagement opportunities and proactively identifying potential events in key markets for client hosting. Research new and innovative engagement opportunities that can be presented.
  • Assist with CIB owned hospitality assets and liaise with partners on other company owned assets to ensure best usage.
  • Periodically assist onsite at client events connecting leaders with clients and ensuring client experience is consistently best in class.
  • Aid in streamlining processes and generate efficiencies.
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:
  • Financial industry knowledge as it relates to Corporate and Investment Banking.
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills.
  • Excellent verbal, written, and interpersonal communication skills with a strong attention to detail and accuracy.
  • Experience leading efforts with multiple stakeholder groups.
  • Strong project management skills including the ability to handle multiple projects concurrently
  • Strong independent thinking skills
  • Ability to work in a fast paced deadline driven environment
Posting Location: Charlotte, NC; New York, NY

Travel: 15%

Hiring manager: Cheryl Rollins

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$73,100.00 - $155,900.00
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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
Posting End Date:
10 Nov 2024
* Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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

Client-provided location(s): New York, NY, USA
Job ID: WellsFargo-R-413120-1
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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