Corporate Access, Associate

Wells Fargo•New York, NY

2d•Onsite

About The Position

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services, acting as a trusted partner to clients. They provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients globally. The Markets division offers solutions for clients to manage exposure through various derivatives, lending, and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, and Credit Sales & Trading. Wells Fargo is seeking a Corporate Access Associate within Corporate & Investment Banking as part of Markets.

Requirements

2+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to work additional hours as needed
Successfully complete and pass a FINRA background check prior to hire
Meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents
Abide by applicable policy requirements regarding outside activities or personal investing if hired

Nice To Haves

A BS/BA or higher in Finance, Business, Communications, or a related field
Experience supporting or working within a corporate access team
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Exceptional attention to detail and a proven ability to execute tasks smoothly and accurately
Highly accessible and responsive, with the flexibility to support client requests that may arise outside of normal business hours
Working knowledge of Microsoft Office, BTS/Dealogic, Ipreo, CorpAxe, & CRM
Excellent verbal, written, and interpersonal communication skills

Responsibilities

Coordinate and execute non-deal roadshows (NDR), investor field trips, and other Corporate Access Events from planning through completion
Manage all logistical aspects of events, including hotel accommodations, ground transportation, venue sourcing, and scheduling
Monitor NDR and various event schedules to ensure seamless execution while maintaining ongoing communication with corporate clients, research analysts, and internal stakeholders
Balance Investor Relations objectives with investor expectations to ensure the seamless execution of meetings, maintaining professionalism, responsiveness, and courtesy in high‑pressure situations
Track event attendance and collect post-event investor feedback, sharing insights and summaries with corporate clients
Maintain accurate records within CRM systems and produce routine reporting on corporate access activities
Build and sustain strong working relationships across Institutional Sales & Trading, Research, Banking, Meetings & Events, and other key internal teams
Manage event budgets effectively, including expense tracking and reconciliation
Provide backup support to the broader team on events and inbound corporate access requests