Wells Fargo
VP, Client Engagement & Conference Lead, Corporate & Investment Banking
$143K–$224K
NEW YORK, NY · Director · Full-time · Posted Oct 21, 2026
- Experience
- 5+ years in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
About the job
Leads client engagement programs and conferences for Corporate & Investment Banking, coordinating client meetings, event delivery, reporting, and process improvements.
What you'll do
- Manage client-facing programs and events end to end, including timelines, governance, budgets, and onsite execution.
- Coordinate client and investor targeting, one-on-one meetings, and collaboration across bankers and cross-functional teams.
- Track engagement metrics, prepare executive materials and post-event reports, and recommend program and process improvements.
What they ask for
- 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Experience within an investment bank, capital markets, asset management, or related financial services organization.
Nice to have
- Experience overseeing conferences and high-volume one-on-one client meeting schedules, including corporate access and/or equity research programs.
- Experience analyzing engagement data, managing stakeholders and workstreams, improving processes, tracking expenses, or using BuyTheSell, Dealogic, or similar platforms.
Pay
$143,000.00 - $224,000.00 USD base salary
Tools
BuyTheSell, Dealogic
Model-written summary · the original posting is authoritative