Investment Banking Vice President, Insurance

Wells Fargo BankNew York, NY
19h$185,000 - $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 Vice President to join the team in New York. This position will have a focus on clients within the Insurance 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 Vice President 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.

Requirements

  • 5+ 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.
  • 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
  • Ability to lead junior staff
  • 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

  • Independently working with clients and handling complex transactions.
  • Directly involved in the origination, structuring, and execution of Corporate and Investment Banking products and services for existing clients and prospects.
  • Leadership and development with our high-performing associates and analysts.
  • Close coordination with various partners across Wells Fargo including but not limited to groups such as Financial Sponsors, Fund Finance, CRE and Structured Products.

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
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