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  • Sr. Business Execution Consultant -- Debt Capital…

    Wells Fargo (Charlotte, NC)



    Apply Now

    About this role:

    Wells Fargo is seeking a Business Execution Consultant in our Corporate and Investment Banking group. This role covers jobs responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups.

     

    The individual in this position will play an integral role in assisting the Debt Capital Markets (DCM) – Deal Teams with the closing/settlement process which allows those teams to focus on relevant items not related to operational issues (both before and after the closing).

    In this role, you will:

    + Provide coordination with the front office (origination & structuring, sales & distributions, relationship/portfolio managers, etc.) and back office.

    + Manage closing conference calls with deal teams to review closing requirements and funds flow (wiring instructions, reconciling funds, gathering out-of-pocket expenses, coordinating vendor invoices).

    + Communicate (i.e., liaise) with Sales & Distribution and Corporate and Investment Banking teams

    + Synchronize post-bank meeting and pre-closing activities (to ensure a smooth closing process).

    + Complete post-closing requirements/responsibilities (including preparation of closed deal files).

    + Prepare documents/memos for distribution to DCM colleagues and other internal constituents (bank meeting materials, transactions memorandums, funds flows, etc.).

    + Continuously and proactively increase product knowledge; utilize product knowledge to provide useful information to internal/external constituents.

    + Monitor pipelines (for internal and regulatory reporting purposes), track transaction fees/recent issuances and assist with various administrative support task and systems (e.g., SalesForce, Documentum, etc.) updates.

    + Assist the Deal Execution Team manager with the documentation process needed for evaluating and implementing process improvement projects (on an as needed basis).

    Required Qualifications:

    + 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

    Desired Qualifications:

    + Experience supporting Debt Capital Markets (DCM) Deal Teams

    + Ability to prioritize and work effectively, meet deadlines, achieve goals, and work under pressure in a complex dynamic fast-paced team environment across all organizational levels

    + Good attention to detail and accuracy skills

    + A BS/BA degree or higher

    + Proficient with using SalesForce

    + 2+ years of financial services industry experience

    + Lending experience

    Job Expectations:

    + Ability to work outside of regular business hours as needed

    + Visa sponsorship is not available

    + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents

    + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

    Posting Location:

    + 550 S. Tryon St. - Charlotte, North Carolina

    Posting End Date:

    15 Aug 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 unit’s 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, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

     

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

    **Req Number:** R-476327

     


    Apply Now



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