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Wells Fargo
Wells Fargo
H1B vizos rėmėjasBankininkystėDraudimasLogistika
„Wells Fargo“ yra tarptautinė finansinių paslaugų bendrovė, veikianti bankininkystės ir susijusių finansinių produktų srityse. Įmonė siūlo galimybių karjeros pradžioje esantiems specialistams, patyrusiems ekspertams ir vadovams, daug dėmesio skirdama bendradarbiavimui, inovacijoms ir įtraukiai darbo kultūrai. Bendrovė taip pat pabrėžia tobulėjimo programas, skirtas karjeros augimui remti įvairialypėje jos darbuotojų bendruomenėje.
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VP, Client Engagement – Corporate and Investment Banking

Lead Wells Fargo Corporate and Investment Banking client conferences, high-volume meetings, and engagement strategy. Coordinate stakeholders, executive reporting, budgets, and on-site event delivery.

USJungtinės ValstijosMAMasačusetsasNCŠiaurės Karolina
119 000 $ – 224 000 $ / metai
HibridinisVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųFinansinis planavimas ir analizė

Aprašymas

  • Manage Wells Fargo and external client-facing programs from planning through delivery.
  • Guide strategic discussions with bankers, sector coverage, sales, research, Corporate Access, and business leaders.
  • Set client and investor targeting, meeting priorities, and executive participation.
  • Arrange one-to-one client meetings for Wells Fargo and external events.
  • Coordinate with Meetings & Events, Marketing, Compliance, Legal, and CIB teams.
  • Track and report client nominations, invitations, registrations, and participation.
  • Turn engagement data into insights and recommendations for leadership.
  • Create executive briefings and engagement summaries.
  • Help deliver events on site and connect clients with relevant participants.
  • Gather feedback and outcomes, then prepare executive post-event reports.
  • Manage budget tracking, expense processing, and financial records.
  • Identify and lead process improvements across Client Engagement initiatives.
  • Contribute to wider Client Engagement priorities and initiatives as needed.

Reikalavimai

  • At least five years of experience in Business Execution, Implementation, or Strategic Planning, or equivalent experience demonstrated through work, training, military service, or education.
  • Experience in investment banking, capital markets, asset management, or a related financial services organization.
  • Experience overseeing conferences and events, including coordinating high-volume schedules of one-to-one client meetings.
  • Experience supporting corporate access or equity research conference programs.
  • Experience leading multiple stakeholders and concurrent workstreams in a complex organization.
  • Experience analyzing event and client engagement data and preparing executive reports and recommendations.
  • Experience identifying process improvements that increase efficiency and improve the client experience.
  • Experience tracking expenses and reconciling budgets.
  • Experience with BuyTheSell, Dealogic, or a similar client engagement platform.
  • Ability to travel up to 40% of the time.
  • Ability to work nights and weekends as needed.

Privalumai

  • Health benefits
  • 401(k) plan
  • Paid time off
  • Disability benefits
  • Life, critical illness, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities may be available

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