Associate, Corporate Banking - Portfolio Strategy

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.
Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
About this role:
Wells Fargo is seeking a Corporate Access Associate in Corporate & Investment Banking as part of Markets. Learn more about the career areas and business divisions at wellsfargojobs.com .
In this role, you will:

• Coordinate and execute non-deal roadshows (NDR), investor field trips, and other Corporate Access Events from planning through completion
• Manage all logistical aspects of events, including hotel accommodations, ground transportation, venue sourcing, and scheduling
• Monitor NDR and various event schedules to ensure seamless execution while maintaining ongoing communication with corporate clients, research analysts, and internal stakeholders
• Balance Investor Relations objectives with investor expectations to ensure the seamless execution of meetings, maintaining professionalism, responsiveness, and courtesy in high-pressure situations
• Track event attendance and collect post-event investor feedback, sharing insights and summaries with corporate clients
• Maintain accurate records within CRM systems and produce routine reporting on corporate access activities
• Build and sustain strong working relationships across Institutional Sales & Trading, Research, Banking, Meetings & Events, and other key internal teams
• Manage event budgets effectively, including expense tracking and reconciliation
• Provide backup support to the broader team on events and inbound corporate access requests

Required Qualifications:

• 2+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• A BS/BA or higher in Finance, Business, Communications, or a related field
• Experience supporting or working within a corporate access team
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Exceptional attention to detail and a proven ability to execute tasks smoothly and accurately
• Highly accessible and responsive, with the flexibility to support client requests that may arise outside of normal business hours
• Working knowledge of Microsoft Office, BTS/Dealogic, Ipreo, CorpAxe, & CRM
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• Up to 10% travel
• Visa sponsorship is not available
• Ability to work additional hours as needed
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. 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. Information will be shared about expectations during the recruitment process.

Posting Location:

• 500 W 33rd St. - New York, New York 10001

Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$143,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:
29 Apr 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.