About The Position

Wells Fargo’s Corporate & Investment Bank (CIB) provides banking, capital markets, advisory, sales, trading, and research capabilities to corporate, government, and institutional clients. This Managing Director corporate banking relationship-management role represents the Energy & Power practice and focuses on rapidly growing large corporate companies. The role is centered on developing and managing client relationships, generating ideas, collaborating across the bank, and expanding client use of Wells Fargo’s platform. The Managing Director develops strategic relationships with corporate clients and delivers Wells Fargo capabilities, including Debt & Equity Capital Markets, Leveraged Finance, M&A-related acquisition finance, Treasury Management, derivatives, working capital solutions, and credit. The successful candidate is an experienced relationship manager who can independently drive business, develop C-suite relationships, and bring corporate finance expertise, transaction execution skills, and strong credit and treasury-services product knowledge. Energy & Power sector experience is strongly desired; private equity and sponsor-related transaction experience is a plus. Senior relationship managers make decisions affecting profitability, risk management, and long-term portfolio growth. They communicate effectively with clients, colleagues, product partners, junior team members, and senior management; make decisions with limited information as situations evolve; and guide teams and clients on process management and next steps. They are expected to drive results and culture consistent with Wells Fargo and CIB strategy, collaborate with partner groups on risk management and decision-making, foster a strong team environment, mentor junior bankers, and remain composed and productive under pressure. The role requires registration for the Securities Industry Essentials (SIE) exam, FINRA Series 79, and FINRA Series 63 or 66 within 90 days of hire if the credentials are not transferable; FINRA-recognized equivalents are accepted. Travel may be required up to 50% of the time. The position is subject to FINRA background screening and ongoing regulatory requirements, and specific compliance policies may apply to outside activities and personal investing.

Requirements

  • At least 10 years of Sales, Client Services, or Corporate Banking experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bachelor of Arts or Bachelor of Science degree required.
  • Proven track record in business development and client management.
  • Ability to deliver positive and challenging messages to clients.
  • High intensity and client-calling velocity.
  • Ability to develop close client relationships and partnerships.
  • Close coordination and communication with product and coverage partners.
  • Ability to develop and maintain credibility with internal partners and management.
  • Strong corporate finance, analytical, credit, and problem-solving skills.
  • Excellent oral and written communication abilities.
  • Knowledge and experience with DCM, ECM, M&A acquisition financing, Leveraged Finance, Credit, Treasury services, and other corporate and investment banking products.
  • Self-motivated, dependable, and intelligent.
  • Registration for the SIE exam within 90 days of hire if it is not transferable; FINRA-recognized equivalents accepted.
  • Registration for FINRA Series 79 within 90 days of hire if it is not transferable; FINRA-recognized equivalents accepted.
  • Registration for FINRA Series 63 or 66 within 90 days of hire if it is not transferable; FINRA-recognized equivalents accepted.
  • Ability to travel up to 50% of the time.
  • Successful completion and clearance of required FINRA background screening and compliance with ongoing regulatory requirements.

Nice To Haves

  • Strong knowledge of the Energy & Power sector.
  • At least 10 years of experience delivering corporate and investment banking products and services to middle-market and/or large corporate clients.
  • MBA preferred.
  • Experience with private equity and sponsor-related transactions.
  • Completion of a recognized investment banking or credit training program.

Responsibilities

  • Develop, maintain, and generate revenue from important and financially complex clients.
  • Initiate and maintain strategic dialogue with clients and prospects to deliver Wells Fargo products and services, including credit, capital markets, treasury management, Macro, commodities, and working capital solutions.
  • Deliver long-term, large-scale solutions requiring vision, creativity, innovation, advanced analytical and inductive thinking, coordination of complex activities, and guidance to others.
  • Handle all aspects of client interaction, including directing and coordinating transaction execution with key product partners.
  • Provide vision, direction, and expertise to leadership on innovative, significant business solutions involving large-scale cross-functional or companywide strategies.
  • Process larger syndicated transactions where Wells Fargo has a lead role and provide financial advice, ideas, and solutions to clients.
  • Engage with professionals and managers across the company and serve as an expert advisor to leadership.
  • Mentor junior staff and support their training, development, and wellness.
  • Develop and maintain strategic corporate client relationships and deliver Wells Fargo’s corporate and investment banking capabilities.
  • Collaborate with partner groups to manage risk, facilitate decision-making, and support a strong team environment.
  • Comply with applicable regulatory requirements and Wells Fargo rules, policies, and procedures.
  • Manage communication with clients, junior team members, peers, product partners, and senior management, providing guidance as situations evolve.

Benefits

  • 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
  • Eligible employees may be eligible for incentive opportunities.
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