Investment Banking Vice President, Insurance

Position Summary :

At Wells Fargo, we have one goal : to satisfy our customers' financial needs and help them achieve their dreams. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

The Insurance Investment Banking Team, within Wells Fargo's CIB Financial Institutions Group, is seeking a talented and experienced Vice President to join and grow one of the industry's leading insurance investment banking practices.

In this role, you will :

Support the insurance investment banking coverage group, product partners and the broader Wells Fargo team as we grow our business.

Generate creative strategic and financing ideas for insurance clients.

Execute advisory and capital markets transactions on behalf of our clients and Wells Fargo.

Drive development of our junior team members.

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 :

3 years of financial services experience in investment banking demonstrated through one or a combination of the following : work experience, training, military experience, education

Experience within the insurance space is strongly preferred as well as experience working with life & annuity companies

Strong quantitative background with experience analyzing actuarial appraisals

Understanding of U.S. GAAP and U.S. Statutory accounting frameworks for clients located in US as well as other accounting frameworks for offshore jurisdictions (Bermuda, Cayman's, etc.)

Familiarity with various reinsurance solutions used to enhance value in transactions

Ability to prepare and diligence a transaction model, incorporating actuarial and deal specific terms to illustrate transaction structure to investors

Excellent verbal, written and interpersonal communication skills

Ability to work in a fast-paced, deadline driven environment

Strong organizational and prioritization skills and an ability to effectively multi-task

Motivated team player with strong interpersonal skills

An ability to work independently, take initiative, and deliver results

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 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

Ability to travel up to 50% of the time

Posting Location : New York City

Base Pay :

Base pay range for this position in New York City is 250,000.00 USD

May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

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.

173,300.00 - $359,900.00

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 : 10 Mar 2025

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US : 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.

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.

PDN-9e5ac99b-c0a5-4642-b353-6c276aadcd18

Salary : $250,000