Investment Banking Executive Director, Insurance

Wells Fargo•New York, NY

1d•$300,000 - $300,000

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. About this role: The Financial Institutions group is seeking a seasoned Investment Banking Executive Director to join the team in New York. This position will have a focus on clients within the Insurance Services/Brokers sector. The ideal candidate will have meaningful advisory and capital markets origination and execution experience, a strong work ethic, ability to research and generate unique content for clients, and a creative, team-oriented approach to solving problems. The Executive Director will also be responsible for independently working with clients and handling complex transactions. This position will be directly involved in the origination, structuring, and execution of Corporate and Investment Banking products and services for existing clients and prospects. In addition, we would look to our candidate for leadership and development with our high-performing associates and analysts. This role requires close coordination with various partners across Wells Fargo including but not limited to groups such as Financial Sponsors, Fund Finance, CRE and Structured Products. In this role, you will: Work as an advisor within Investment Banking functional area to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions within Investment Banking functional area Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Investment Banking functional area Deliver solutions that are long-term, large-scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others Provide vision, direction, and expertise within Investment Banking functional area to more experienced leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide Engage with Investment Banking professionals and managers across the company and serve as an expert advisor to leadership

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 Securities Industry Essentials (SIE) exam 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 (or 66) 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 7 (or 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
This position is subject to FINRA background screening requirements. 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.
Ability to travel up to 50% of the time

Nice To Haves

Strong track record of originating and executing M&A and capital markets transactions
Proven leadership experience
Highly developed writing skills
High level of proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint
High level of initiative and the ability to work within a fast-paced team environment
Strong organizational skills and the ability to manage multiple projects simultaneously

Responsibilities

Work as an advisor within Investment Banking functional area to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions within Investment Banking functional area
Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Investment Banking functional area
Deliver solutions that are long-term, large-scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
Provide vision, direction, and expertise within Investment Banking functional area to more experienced leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide
Engage with Investment Banking professionals and managers across the company and serve as an expert advisor to leadership