Client Engagement Coordinator, Corporate & Investment Banking
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Job Location:
New York City, NY - USA
Monthly Salary:
$ 92000 - 145000
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
About this role:
This role coordinates and manages a high volume of meeting schedules for Wells Fargos Corporate & Investment Banking client engagements including industry conferences one-on-one meetings with issuers and investors and roadshows. The individual contributor partners with bankers and sales teams to strategically coordinate these events ensuring flawless delivery and exceptional client experiences. This role offers a hybrid work schedule and will office at 500 West 33rd Street in New York NY. The Wells Fargo job profile is Business Execution Consultant.
In this role you will:
Coordinate and execute client-facing programs including one-on-one meetings deal and non-deal roadshows and closing events across virtual and in-person formats
Partner with Meetings & Events Marketing Compliance Legal and CIB teams to ensure seamless delivery
Serve as liaison between sales and banking teams to facilitate issuerinvestor engagement through conferences and roadshows
Maintain issuer and investor profiles and prepare briefing materials for internal and external distribution
Track and reconcile program expenses ensuring timely closure in Concur
Support Client Engagement Team initiatives to drive process improvements and best practices
Ensure all outreach and engagement activities comply with policies and regulations supporting communication and enforcement of standards
Required Qualifications:
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
Desired Qualifications:
Experience scheduling industry conferences issuer/investor meetings or roadshows
Experience managing multiple stakeholders and concurrent workstreams
Experience building strong relationships and collaborating across large organizations
Experience tracking expenses and reconciling budgets using tools such as Concur
Experience identifying process improvement opportunities that enhance client experience
Experience presenting information clearly and influencing audiences at all levels
Experience in an investment bank asset manager or B2B financial services organization
Job Expectations:
Ability to travel up to 25% of the time
Ability to work nights and weekends if needed
Office Location & Pay Range:
500 West 33rd Street - New York NY ($92000 - $145000)
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements skills experience or work location. The range listed is just one component of the compensation package offered to candidates.
$92000.00 - $145000.00Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits many of which are listed below. VisitBenefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
Posting End Date:
23 Jan 2026*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.
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:
IC
Key Skills
- Financial Services
- Cash Flow Analysis
- Banking
- Corporate Finance
- Analysis Skills
- Microsoft Powerpoint
- Securities Law
- Investment Banking
- Private equity
- Financial Analysis
- Financial Modeling
- Bloomberg
About Company
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