Client Engagement Coordinator, Corporate & Investment Banking
About the position
About this role: This role coordinates and manages a high volume of meeting schedules for Wells Fargo’s 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 issuer–investor 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
Responsibilities
• 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 issuer–investor 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
Requirements
• 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
• Ability to travel up to 25% of the time
• Ability to work nights and weekends if needed
Nice-to-haves
• 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
Benefits
• 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
Apply Now
Apply Now
About this role: This role coordinates and manages a high volume of meeting schedules for Wells Fargo’s 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 issuer–investor 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
Responsibilities
• 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 issuer–investor 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
Requirements
• 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
• Ability to travel up to 25% of the time
• Ability to work nights and weekends if needed
Nice-to-haves
• 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
Benefits
• 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
Apply Now
Apply Now