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Wells Fargo is seeking a Public Finance Director -- Not-for-Profit Healthcare to join our Municipal Products Group (MPG). The Municipal Products Group (MPG) provides investment banking, municipal derivatives, investor solutions, institutional sales, secondary trading and underwriting services to issuer and investor clients.
Job Responsibility
Serve in a lead banker coverage capacity for major not-for-profit healthcare issuers nationwide
Coordinate coverage efforts and effectively partner with regionally focused teams within Public Finance and Relationship Managers in Commercial Banking
Develop new business opportunities, manage client relationships, and create customized solutions for complex situations
Originate and execute finance transactions as the managing underwriter in the municipal securities sector, which can include derivatives or advisory assignments
Develop and maintain significant depth and tenure of relationships with not-for-profit healthcare issuers
Be recognized as an acknowledged expert in their field and be able to build upon a network of influence among municipal market professionals including chief financial officers, bond lawyers, credit providers, financial advisors, rating agencies, and key industry vendors (such as public accounting firms)
Demonstrate the ability to work effectively with teammates, within the framework of the strategic alliance, to accomplish annual and long-term business objectives
Represent MPG within the company, and externally in support of specific municipal finance business
Requirements
7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
7+ years direct public finance work experience, particularly municipal derivatives and strategic advisory experience
Demonstrated account relationship management, business development, and sales experience with not-for-profit healthcare issuers specifically
Ability to understand local nuances and help position Wells Fargo Public Finance with large municipal issuers nationwide
Consistent track record of revenue generation with municipal issuers
Established trusted advisor to top-tier hospitals and hospital systems throughout the country
Existing and positive relationships with not-for-profit healthcare issuers nationwide and market professionals across the municipal securities industry
Consistent track record of revenue generation with not-for-profit healthcare clients
Demonstrated relationship management, business development, and sales experience with not-for-profit healthcare issuers specifically
Excellent analytical, communication and presentation skills utilizing Microsoft Office (Outlook, Word, Excel, PowerPoint) and other industry tools
Demonstrated leadership capabilities
Ability to develop and maintain strong relationships with internal and external clients
Strong knowledge of financial markets and a deep understanding of the public finance industry
A BS/BA degree or higher in business administration, accounting, economics, finance, or related field
Registration for FINRA Series 52 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 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
What we offer
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance