Executive Director, Healthcare Public Finance

Wells Fargo Bank•New York, NY

3d•Onsite

About The Position

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we 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 across the globe. Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Macro, Equities, Municipal Products Group, Credit Sales & Trading. About this role: Wells Fargo is seeking a Public Finance Director -- Not-for-Profit Healthcare to join our Municipal Products Group (MPG). The Municipal Products Group (MPG) provides investment banking, municipal derivatives, investor solutions, institutional sales, secondary trading and underwriting services to issuer and investor clients.

Requirements

7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Registration for FINRA Series 52 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Candidates must successfully complete and pass a background check prior to hire.
In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Information will be shared about expectations during the recruitment process.
Visa sponsorship is not available

Nice To Haves

7+ years direct public finance work experience, particularly municipal derivatives and strategic advisory experience
Demonstrated account relationship management, business development, and sales experience with not-for-profit healthcare issuers specifically
Ability to understand local nuances and help position Wells Fargo Public Finance with large municipal issuers nationwide
Consistent track record of revenue generation with municipal issuers
Established trusted advisor to top-tier hospitals and hospital systems throughout the country
Existing and positive relationships with not-for-profit healthcare issuers nationwide and market professionals across the municipal securities industry
Consistent track record of revenue generation with not-for-profit healthcare clients
Demonstrated relationship management, business development, and sales experience with not-for-profit healthcare issuers specifically
Excellent analytical, communication and presentation skills utilizing Microsoft Office (Outlook, Word, Excel, PowerPoint) and other industry tools
Demonstrated leadership capabilities
Ability to develop and maintain strong relationships with internal and external clients
Strong knowledge of financial markets and a deep understanding of the public finance industry
A BS/BA degree or higher in business administration, accounting, economics, finance, or related field

Responsibilities

Serve in a lead banker coverage capacity for major not-for-profit healthcare issuers nationwide
Coordinate coverage efforts and effectively partner with regionally focused teams within Public Finance and Relationship Managers in Commercial Banking
Develop new business opportunities, manage client relationships, and create customized solutions for complex situations
Originate and execute finance transactions as the managing underwriter in the municipal securities sector, which can include derivatives or advisory assignments
Develop and maintain significant depth and tenure of relationships with not-for-profit healthcare issuers
Be recognized as an acknowledged expert in their field and be able to build upon a network of influence among municipal market professionals including chief financial officers, bond lawyers, credit providers, financial advisors, rating agencies, and key industry vendors (such as public accounting firms)
Demonstrate the ability to work effectively with teammates, within the framework of the strategic alliance, to accomplish annual and long-term business objectives
Represent MPG within the company, and externally in support of specific municipal finance business