Wells Fargo
VP, Client Engagement & Conference Lead, Corporate & Investment Banking
$119K–$224K
BOSTON, MA +1 · Director · Full-time · Posted Oct 21, 2026
- Location
- BOSTON, MA
CHARLOTTE, NC - Experience
- 5+ years in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through work experience, training, military experience, education.
About the job
Leads client engagement strategy and end-to-end delivery of Corporate & Investment Banking conferences, events, and high-volume one-on-one client meetings.
What you'll do
- Plan and manage client-facing programs, including targeting, meeting schedules, stakeholder coordination, and onsite execution.
- Track engagement metrics, analyze outcomes, and prepare executive briefings and post-event reports.
- Monitor budgets and expenses, and lead process improvements across Client Engagement initiatives.
What they ask for
- 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, 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 with client engagement platforms such as BuyTheSell or Dealogic, or similar platforms.
Pay
$143,000 to $224,000 (base salary); $119,000 to $187,000 (base salary); $119,000.00 - $224,000.00 (base pay)
Tools
BuyTheSell, Dealogic
Model-written summary · the original posting is authoritative