VP, Client Engagement & Conference Lead, Corporate & Investment Banking

About this role:
This individual contributor role leads client engagement programs across Corporate & Investment Banking (CIB), including high-profile client conferences and events, high-volume one-on-one client meetings, and broader client engagement strategy and initiatives. The role partners closely with senior leaders, bankers, clients, and cross-functional teams to deliver a seamless client experience and advance strategic business objectives.
A primary focus of this role is supporting CIB’s Corporate Access and Equity Research conferences, as well as Banking-led franchise conferences, while also contributing to a broader portfolio of client events and engagement initiatives. The role sits within the Client Engagement organization and partners closely with the Corporate Access and Banking teams. These events continue to grow in number, scale, and market reputation, and the role is central to sustaining the high standard of execution and client experience that growth demands.
This position is available in Boston, MA or Charlotte, NC and offers a hybrid work schedule. The Wells Fargo job profile is Lead Business Execution Consultant.
In this role, you will:
Lead end-to-end project management of client-facing programs, both Wells Fargo-owned and external, setting timelines, governance checkpoints, and accountability across partners
Lead strategic approach discussions with bankers, sector coverage, sales, research, Corporate Access, and business leaders, shaping client and investor targeting, meeting prioritization, and executive participation
Organize one-on-one client meetings for both Wells Fargo-owned and external events
Partner with Meetings & Events, Marketing, Compliance, Legal, and CIB teams to ensure seamless delivery
Lead tracking and reporting of client nominations, invitations, registrations, and participation metrics, translating data into insights and recommendations for leadership
Prepare executive briefing materials and engagement summaries
Support onsite event execution and facilitate client connections
Compile feedback and outcomes, analyze responses, and produce executive-level post-event reports with insights and recommendations that inform future program strategy
Monitor budgets, process expenses, and maintain financial tracking records
Identify, propose, and lead process improvements across the Client Engagement team's broader initiatives, serving as a strategic contributor beyond any single conference
Support broader Client Engagement priorities and initiatives as needed
Required Qualifications:
5+ 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
Experience within an investment bank, capital markets, asset management, or related financial services organization
Desired Qualifications:
Experience overseeing conferences and events, with expertise in managing and coordinating high-volume one-on-one client meeting schedules
Experience supporting corporate access and/or equity research conference programs
Experience leading multiple stakeholders and concurrent workstreams across a complex organization
Experience analyzing event and client engagement data and producing executive-level reporting and recommendations
Experience identifying process improvements that enhance efficiency and the client experience
Experience tracking expenses and reconciling budgets
Experience using BuyTheSell, Dealogic, or similar client engagement platforms
Job Expectations:
Ability to travel up to 40% of the time
Ability to work nights and weekends as required
Office Locations & Pay Ranges:
125 High Street - Boston, MA ($143,000 to $224,000)
550 South Tryon Street - Charlotte, NC ($119,000 to $187,000)
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.
$119,000.00 - $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:
6 Nov 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.