Business Management Associate – CIB Banking Capital & Portfolio Management Group

About this role:

Wells Fargo is seeking a Business Management Associate to join the CIB Banking Capital & Portfolio Management Group.

In this role, you will:

• Partner with Banking Lending COO team and other internal stakeholders to develop solutions to new and existing business challenges.
•  Assist Capital & Portfolio Management team in efforts to strengthen the infrastructure related to the delivery of lending products.
• Support Banking Lending COO team across a variety of key ad-hoc projects.
• Support relationship with CIB Lending Operations by preparing for joint meetings and preparing reporting and presentation materials
• Partner with Banking Lending COO team across a multitude of projects/reporting which are critical to business continuity (e.g., pipeline reporting, finance & capital forecasting, and other similar projects).
• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
• Work independently to make recommendations for support function by providing support and leadership
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
• Collaborate and consult with team leaders in developing project plans, policies and procedures
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

Required Qualifications:

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 4+ years of Corporate Lending and/or Investment Banking
• Experience with Investment Banking RCSA
• Experience with strategy, underwriting, financial, and/or analytics experience of commercial portfolios
• Experience in problem analysis, solution implementation, and change management
• Advanced PowerPoint and Excel skills for executive presentations
• Experience with customer relationship management systems (CRMs) including Salesforce and market data vendors like Dealogic, Tableau, Bloomberg, Factset, etc

Job Expectations:

• Ability to travel up to 10%
• Position will require onsite presence from any of the required locations listed
• This position is not eligible for Visa sponsorship
• Relocation assistance is not available for this position

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$84,000.00 - $179,200.00

Posting End Date:

6 Jul 2025

*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.