Wells Fargo · 1 day ago
Business Execution Consultant – Debt Capital Markets
CHARLOTTE, NC
Full-time
Hybrid
Entry, Mid Level
$77K/yr - $121K/yr
2+ years expWells Fargo is seeking a Business Execution Consultant in their Corporate and Investment Banking group. This role involves developing, implementing, and executing business initiatives, while supporting Debt Capital Markets deal teams with the closing and settlement processes.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
Overall coordination with the front office (origination & structuring, sales & distributions, relationship/portfolio managers, etc.) and back office
Management of closing conference calls with client (e.g., CFO/Treasurer), closing attorneys, and deal team to review due diligence, closing precedents, and funds flow borrowing/payment requirements, wiring instructions, reconciling funds, gathering out-of-pocket expenses, and coordinating vendor invoices
Assisting with various systems (e.g., Salesforce, Documentum, nCino, etc.) updates
Supporting audit functions when related to Closed Deal Files
Setting up bank meetings and coordinating logistics
Creating transaction memorandums and preparing bank meeting materials
Acting as liaison with Sales & Distribution and Corporate and Investment Banking teams
Synchronizing post-bank meeting and pre-closing activities to ensure a smooth closing process
Completing post-closing requirements/responsibilities including preparation of closed deal files
Responding to requests from internal constituents for various client updates (e.g. general market updates, pro rata loan/high yield/institutional TLB comparables, Wells Fargo Securities capabilities/performance, etc.) and other client information
Preparing documents/memos for distribution to DCM colleagues and other internal constituents
Continuously and proactively increasing product knowledge, and using that product knowledge to provide useful information to internal/external constituents
Monitoring pipeline (for internal and regulatory reporting purposes), tracking transaction fees/recent issuances and helping with other administrative support tasks
Assisting the Deal Execution Team manager with the documentation process needed for evaluating and implementing process improvement projects as needed
Qualification
Required
2+ 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
Preferred
Experience supporting Debt Capital Markets (DCM) – Debt Capital Markets deal teams
1+ years of financial services industry experience
Proficiency with Salesforce, Documentum, and/or nCino systems
Lending experience
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to work in a fast-paced environment
Strong attention to detail and accuracy skills
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
Business – Latest Financial & Stock Market News | New York Post
2026-01-22
FOXBusiness.com
2026-01-22
Company data provided by crunchbase