Vice President, Client Executive Engagement
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About this role:
This newly created role reporting to the Head of Client Executive Engagement will work closely with coverage bankers and relationship managers to develop high-impact client briefing materials for executives within the Corporate & Investment Banking (CIB) division as well as for the CEO of Wells Fargo. As an individual contributor this position plays a critical role in providing a cohesive platform to manage client engagement interactions and opportunities. This position offers a hybrid work schedule and is based at 550 South Tryon Street in Charlotte NC. The Wells Fargo job profile is Lead Business Execution Consultant.
In this role you will:
Acts as a strategic partner to the executive team focused on enhancing client relationships by working with coverage bankers and relationship managers to build comprehensive client briefing materials
Make decisions in highly complex and multifaceted situations requiring solid understanding of various products and lines of business within the corporate and investment bank
Analyze client metrics (revenue deals and wallet share) to extract and summarize qualitative relationship summaries for executives
Generate track & deliver client pipeline providing regular updates to key stakeholders
Work across the enterprise ensuring alignment and efficient execution of client-related strategies
Facilitate collaboration between finance and business execution teams to drive accurate data outputs
Leveraged AI and automation to optimize processes accelerate decision-making and drive outcomes
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
Experience developing client briefing materials for investment banking clients
Desired Qualifications:
Experience translating complex financials into compelling narratives
Experience with CRM tools and data platforms for wallet share and public company metrics
Experience working directly with front-line investment banking markets and CRE teams
Experience driving multiple workstreams with clear deliverables and measurable results
Experience managing complex stakeholder dynamics at executive levels
Experience building collaborative relationships across large organizations
Experience presenting information that influences and persuades decision-makers
Office Location:
550 South Tryon Street - Charlotte NC
Posting End Date:
17 Oct 2025*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 units risk appetite and all risk and compliance program requirements.
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 Disabilities
To request a medical accommodation during the application or interview process visitDisability 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.
Required Experience:
Exec
Key Skills
- Growing Experience
- Financial Acumen
- Management Experience
- Senior Leadership
- Operations Management
- Strategic Planning
- Sales Management
- Budgeting
- Economic Development
- Financial Report Interpretation
- Leadership Experience
- Financial Management
About Company
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