Vice President, Client Executive Engagement
Yesterday• San Francisco, CA
About this role:
This newly created role, reporting to the Head of Client Executive Engagement, will work closely with coverage bankers and relationship managers to develop high-impact client briefing materials for executives within the Corporate & Investment Banking (CIB) division, as well as for the CEO of Wells Fargo. As an individual contributor, this position plays a critical role in providing a cohesive platform to manage client engagement interactions and opportunities. This position offers a hybrid work schedule and may be based in Charlotte, NC; New York, NY; or San Francisco, CA. The Wells Fargo job profile is Lead Business Execution Consultant.
In this role, you will:
- Acts as a strategic partner to the executive team, focused on enhancing client relationships by working with coverage bankers and relationship managers to build comprehensive client briefing materials
- Make decisions in highly complex and multifaceted situations requiring solid understanding of various products and lines of business within the corporate and investment bank
- Analyze client metrics (revenue, deals, and wallet share), to extract and summarize qualitative relationship summaries for executives
- Generate, track & deliver client pipeline providing regular updates to key stakeholders
- Work across the enterprise, ensuring alignment and efficient execution of client-related strategies
- Facilitate collaboration between finance and business execution teams to drive accurate data outputs
- Leveraged AI and automation to optimize processes, accelerate decision-making, and drive outcomes
- 5+ 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
- Experience developing client briefing materials for investment banking clients
- Experience translating complex financials into compelling narratives
- Experience with CRM tools and data platforms for wallet share and public company metrics
- Experience working directly with front-line investment banking, markets and CRE teams
- Experience driving multiple workstreams with clear deliverables and measurable results
- Experience managing complex stakeholder dynamics at executive levels
- Experience building collaborative relationships across large organizations
- Experience presenting information that influences and persuades decision-makers
Want more jobs like this?
Get jobs in San Francisco, CA delivered to your inbox every week.
- 550 South Tryon Street - Charlotte, NC ($119,000 - $187,000)
- 150 East 42nd Street - New York, NY ($143,000 - $224,000)
- 333 Market Street - San Francisco, CA ($143,000 - $224,000)
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.
$119,000.00 - $224,000.00
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
17 Oct 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.
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.
Client-provided location(s): San Francisco, CA
Job ID: WellsFargo-R-491389-3
Employment Type: FULL_TIME
Posted: 2025-10-17T18:08:27
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
Company Videos
Hear directly from employees about what it is like to work at Wells Fargo.