Business Execution Consultant, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

73100.00 - 129900.00 USD / Year

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Job Description:

Wells Fargo is seeking a Business Execution Consultant in our Corporate and Investment Banking group. This role covers jobs responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups. The individual in this position will play an integral role in assisting the Debt Capital Markets (DCM) Debt Capital Markets deal teams with the closing/settlement process both before and after the closing, which allows deal teams to focus on relevant items not related to operational issues.

Job Responsibility:

Overall coordination with the front office (origination & structuring, sales & distributions, relationship/portfolio managers, etc.) and back office
Management of closing conference calls with client (e.g., CFO/Treasurer), closing attorneys, and deal team to review due diligence, closing precedents, and funds flow borrowing/payment requirements, wiring instructions, reconciling funds, gathering out-of-pocket expenses, coordinating vendor invoices
Assisting with various systems (SalesForce, Documentum, nCino, etc.) updates
Supporting audit functions when related to Closed Deal Files
Coordinating Bank meetings (logistics)
Creating transaction memorandums and preparing bank meeting materials
Communicating (acting as liaison) with Sales & Distribution and Corporate and Investment Banking teams
Synchronizing post-bank meeting and pre-closing activities, and ensuring a smooth closing process
Completing post-closing requirements and responsibilities, including preparation of closed deal files
Responding to requests from internal constituents for various client updates (general market updates, pro rata loan/high yield/institutional TLB comparables, Wells Fargo Securities capabilities/performance, etc.) and other client information
Preparing documents/memos for distribution to DCM colleagues and other internal constituents
Continuously and proactively increasing product knowledge and utilizing product knowledge to provide useful information to internal/external constituents
Monitoring pipeline (for internal and regulatory reporting purposes), tracking transaction fees/recent issuances and helping with other administrative support tasks
Assisting the Deal Execution Team manager with the documentation process needed for evaluating and implementing process improvement projects on an as needed basis

Requirements:

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
Experience supporting Debt Capital Markets (DCM) and Debt Capital Markets deal teams
Proficiency with Salesforce, Documentum, and/or nCino systems
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a fast paced, dynamic and complex environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
1+ years of financial services industry experience
Lending experience
A BS/BA degree or higher
Good attention to detail and accuracy skills
Intermediate MS Office skills (Word, Outlook, Excel, PowerPoint)

Nice to have:

Experience supporting Debt Capital Markets (DCM) and Debt Capital Markets deal teams
Proficiency with Salesforce, Documentum, and/or nCino systems
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a fast paced, dynamic and complex environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
1+ years of financial services industry experience
Lending experience
A BS/BA degree or higher
Good attention to detail and accuracy skills
Intermediate MS Office skills (Word, Outlook, Excel, PowerPoint)

Additional Information:

Job Posted:
April 29, 2025

Expiration:
May 11, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Business Execution Consultant