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Investment Banking Client Strategy Consultant

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charlotte

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

87000.00 - 168000.00 USD / Year

Job Description:

Wells Fargo is seeking a Investment Banking Client Strategy Consultant in Corporate & Investment Banking as part of the Chief Operations Office (COO), specifically aligned with investment banking coverage business management & strategy execution. The role involves managing client targeting strategy, business operations, and strategic initiatives across Banking, among other key deliverables.

Job Responsibility:

  • Lead client targeting and coverage strategy across Banking
  • Manage a variety of assigned and ongoing business management operations
  • Research, develop and execute on strategic priorities requiring deep analyses of internal metrics and industry trends
  • Assist in the planning and execution of a variety of programs and initiatives
  • Collaborate to craft clear and compelling narratives by leveraging creative data visualization and story-telling
  • Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

Requirements:

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

Nice to have:

  • 4+ years of Corporate & Investment Banking experience
  • 4+ years of experience at a global, highly matrixed financial services firm
  • Experience working in or with front-line investment banking teams and leadership
  • Experience executing large projects on complex topics with clear deliverables and recommendations
  • Thought leader in topics that improve the overall franchise, including strategies to drive client engagement, improve efficiency, create leverage and scale
  • Understanding of the Investment Banking and Corporate Banking businesses
  • Advanced PowerPoint and Excel skills for executive presentations and reporting
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to adapt to a constantly changing environment and act with urgency when supporting leadership requests
What we offer:
  • 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

Additional Information:

Job Posted:
August 29, 2025

Expiration:
September 21, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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