Client Engagement Associate, Corporate & Investment Banking

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

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 ($92,000 - $145,000)

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$92,000.00 - $145,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - 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:

27 Mar 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 unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability 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.