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Wells Fargo

Investment Banking Vice President, Mergers & Acquisitions

Reposted 5 Days Ago
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Hybrid
Charlotte, NC, USA
185K-300K Annually
Senior level
Hybrid
Charlotte, NC, USA
185K-300K Annually
Senior level
Lead and execute M&A transactions across multiple industries, originate and manage buy- and sell-side deals, perform company and market analysis, advise executive clients, deliver full M&A product suite (carve-outs, spin-offs, fairness opinions, activism/defense), train and mentor analysts and associates, manage multiple projects in a fast-paced environment, and support business development. Role requires regulatory registrations and up to 50% travel.
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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:
Wells Fargo is seeking an Investment Banking Vice President within our Mergers & Acquisitions group in New York City or Charlotte. In this role you will drive and support transaction execution across a variety of industry verticals including Consumer/Retail, Financial Institutions, Healthcare, Industrials, Power & Energy, Technology/Media/Telecom and Real Estate & Gaming.
In this role, you will:
  • Be responsible for independently working with clients and handling complex transactions.
  • Demonstrate well-developed knowledge of the entire suite of M&A products and services including buy-sides, sell-sides, carve-outs, spin offs, fairness opinions and activism & defense; this position is directly involved in the origination and execution for existing clients and prospects.
  • Assist or drive the delivery of full range of M&A products and services to clients at the executive management level, managing client relationships, and executing mandated assignments.
  • Participate in analyzing companies, develop strategies for clients, analyzing market and industry research across the M&A product suite
  • Develop and train Investment Banking Analysts and Associates in M&A valuation and processes
  • Demonstrate high level of initiative and the ability to work within a fast-paced team environment. You must bring strong organizational skills and the ability to manage multiple projects simultaneously. Precise attention to detail is essential. You must demonstrate a habit of learning and mastering complex material and a practiced ability to communicate the same.
Required Qualifications:
  • 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • M&A execution including significant experience in large cap public M&A transactions
  • Excellent verbal, written, and interpersonal communication skills
  • Strong track record of originating and executing M&A transactions, particularly buy-sides
  • Ability to lead junior staff and manage several simultaneous transactions and projects at once
  • Highly developed writing skills
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Knowledge and understanding of business development: business vision, strategies, and goals application to the technology client universe
  • Ability to train and mentor junior talent
Job Expectations:
  • 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. 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.
  • Ability to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
  • Ability to travel up to 50% of the time
Posting Location:
  • 500 West 33rd St. - New York, New York 10001
  • 550 S Tryon St. - Charlotte, North Carolina 28202
Base Pay:
  • New York City - Pay Range: $275,000 - $275,000
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.
$185,000.00 - $300,000.00
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:
31 Jul 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.

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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