VP, Client Engagement – Corporate & Investment Banking

Wells Fargo

. Lead end-to-end project management of Wells Fargo-owned and external client-facing programs .

Posted 10/21/2026full-timeUnited StatesSenior💰 $119,000 - $224,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and strategic planning within financial services, with a strong focus on client engagement, event coordination, and data analysis. Proven ability to lead cross-functional teams and enhance client experiences through process improvements and effective communication.

Highest-signal resume keywords

Project ManagementClient EngagementData AnalysisEvent CoordinationBudget Tracking

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business ExecutionStrategic PlanningProcess ImprovementClient Engagement ReportingEvent Management

Soft Skills

LeadershipCommunicationCollaborationOrganizational SkillsProblem-Solving

Tools & Technologies

BuyTheSellDealogic

Industry Keywords

Investment BankingCapital MarketsAsset ManagementCorporate AccessEquity Research

About the role

Key responsibilities & impact

Lead end-to-end project management of Wells Fargo-owned and external client-facing programs
Lead strategic discussions with bankers, sector coverage, sales, research, Corporate Access, and business leaders
Shape client and investor targeting, meeting prioritization, and executive participation
Organize one-on-one client meetings for Wells Fargo-owned and external events
Partner with Meetings & Events, Marketing, Compliance, Legal, and CIB teams
Track and report client nominations, invitations, registrations, and participation metrics
Translate engagement 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 and produce executive-level post-event reports
Monitor budgets, process expenses, and maintain financial tracking records
Identify, propose, and lead process improvements across Client Engagement initiatives
Support broader Client Engagement priorities and initiatives as needed

Requirements

What you’ll need

5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
Experience within an investment bank, capital markets, asset management, or related financial services organization
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
Ability to travel up to 40% of the time
Ability to work nights and weekends as required

Benefits

Comp & perks

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
Incentive opportunities may be available