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 management, communication, strategy and ideation of Client Engagements. They will also help guide the team processing the engagements and work with the various stakeholders to provide support for the organization's client engagement budget reporting and analytics, process management, compliance and policy adherence, and the Client Engagement Tool technology oversight.
In this role, you will:- Assist the Head of Client Engagement in the management, communication, strategy and ideation of Client Engagements.
- Develop and implement a communication strategy plan to maximize client engagement opportunities. Identify and proactively share potential events in key markets. Research and build out new and innovative engagement opportunities that can be presented. Oversee all CIB owned hospitality assets and liaise with partners on other company owned assets to ensure best usage.
- Gathering of key details regarding engagements and preparation of materials to include in Senior Leader briefs and for weekly discussions.
- Ensure all engagements entered into the Client Engagement tool are processed from end to end. Provide oversight of and guidance to the team processing engagements.
- Partner with technology to manage the client engagement tool that serves as the centralized system of record for the client engagement budget, workflow tracking, and internal approvals.
- Create reporting, analytics and budget status presentations with information gathered from the client engagement tool and hospitality engagements. Generate key metrics to assist in budget oversight and strategy.
- Work with various partners and stakeholders to ensure all engagements adhere to appropriate policies and regulations. Assist in communication and implementation of policies and procedures related to Client Engagement activities.
- Responsible for the management of Client Engagement Team procedures and controls, process management, compliance management and regular review and updating of these elements.
- Assist in streaming processes and generate efficiencies.
Required Qualifications: - 5+ 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. Knowledge and understanding of Wells Fargo internal policies around Meetings and Events, Tickets and Hospitality, Brand and Sponsorship, and Gifts and Entertainment. Experience in working with Wells Fargo technology partners to maintain internal systems or applicable experience outside of Wells Fargo.
- Experience with client engagement, hosting and strategy
- Excellent verbal, written, and interpersonal communication skills
- Experience leading efforts with multiple stakeholder groups
- Strong independent thinking skills
- Ability to work in a fast paced deadline driven environment
- Strong project management skills including the ability to handle multiple projects concurrently
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Posting Location: Charlotte, NC
Travel: 10%
Hiring manager: Cheryl Rollins
Posting End Date: 12 Nov 2024
*Job posting may come down early due to volume of applicants. We Value DiversityAt 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells 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.
