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CIB Development Officer

Wells Fargo | Charlotte NC 28299 USA | Full Time | Posted: 08/20/2019

Job Descriptiontop

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. 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.

Wholesale Banking provides financial solutions to businesses across the United States and globally.  Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital.  We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

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.

As a member of CIB Industry Coverage and M&A, this position will provide strategic and tactical support to the respective Group Head(s) for all initiatives and projects associated with the recruiting, staffing, development and retention of junior bankers within the group. The Development Officer will partner closely with Business Managers, the Development Officer Leader and other Development Officers, as appropriate.

The Development Officer will also partner with various individuals and groups across CIB, including senior leaders, HR Business Partners, Early Talent Program Managers, University Recruiting, Lateral Recruiting and Learning & Development in support of these efforts. 

The Development Officer will oversee the recruitment of junior bankers (interns and permanent hires) in partnership with the University Programs team. This individual will serve as the recruiting liaison for the group by providing needs assessments, ensuring appropriate group representation at recruiting events, leading the participation in placement days and making final decisions regarding group placement.

The Development Officer will lead and manage junior banker lateral recruiting efforts in partnership with the Wholesale Talent Acquisition team and/or external search firms in certain cases.  The individual will be responsible for reviewing resumes, organizing and managing interviews, ensuring all proper interview documentation is complete and making certain hiring decisions.

The Development Officer is responsible for all junior banker (Analysts and Associates) staffing within the group and for tracking all projects to ensure appropriate cross-training. The individual will also lead regularly scheduled staffing meetings.

The Development Officer will manage and oversee all junior banker training and development initiatives and is expected to lead meetings with Group and Sector Head(s) and Analysts and Associates to discuss relevant topics and issues. This individual is also expected to oversee all training of new hires and coordinate continuing education for the junior banker team. The Development Officer will partner with the CIB Early Talent Program Management team on outplacement initiatives for junior bankers by providing advice and connecting them with former alums and senior bankers in their areas of interest (within or outside of CIB/Wholesale/WFC).

The Development Officer will oversee performance reviews for all Analysts and Associates, including gathering feedback; establishing performance criteria/objectives, ratings and compensation; and managing promotion processes. The Development Officer will also chair the group roundtables and make recommendations on ratings, rankings and compensation the Group and Sector Head(s). The Development Officer will lead junior banker bonus communication and serve as the liaison with Human Resources on any performance-related topics and issues. They are also expected to interact closely with the Group Head(s) and Business Manager on needs assessment, year-end ratings and hiring updates.

The Development Officer will support the Group and Sector Head(s) in managing the group’s diversity and human capital initiatives by consistently reviewing diversity metrics, performance and rankings of our diversity candidates and providing feedback. The individual will be expected to be engaged and have a close pulse on topics and issues relevant and important to Analysts and Associates, including morale and potential development initiatives.

The Development Officer will also be responsible for reviewing emails, personal investing and other regulatory related required (e.g., FINRA exams) responsibilities for Analysts and Associates. 

The position will be located in New York or Charlotte and regular travel is required to the group’s various offices. Please DO NOT CONTACT THE HIRING MANAGER DIRECTLY.

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.

Team members 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.

As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will:

  • Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.
  • Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.

Required Qualifications

  • 7+ years of financial services industry experience
  • 4+ years of leadership experience

Desired Qualifications

  • A Masters of Business Administration (MBA)

Other Desired Qualifications
  • Corporate or Investment Banking experience
  • Results oriented and resourceful
  • Proven ability to influence desired outcomes through high level project management, including documentation, execution and communication
  • Effective oral and written communication skills, with the ability to clearly and concisely articulate ideas and concepts
  • Able to resolve issues, and overcome obstacles with demonstrated problem-solving skills
  • Ability to manage multiple priorities and projects while meeting deadlines
  • Direct experience successfully developing and managing junior team members
  • Experience working with senior leaders and partnering successfully with LOB support partners (HR, Recruiting, etc.)
  • Demonstrated ability to project manage broad-based initiatives and complex projects to successful conclusion
  • Demonstrated ability to think strategically and ensure execution
  • Ability to work independently and by taking the initiative
  • Knowledge of or experience working with CIB products and services
  • Knowledge of development, engagement and recruiting best practices and industry trends

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 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 30% of the time
  • Registration for FINRA Series 24 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Street Address

NC-Charlotte: 550 S Tryon St - Charlotte, NC
NY-New York: 375 Park Ave - New York, NY
CA-SF-Financial District: 550 California St - San Francisco, CA


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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Location Charlotte, NC, 28299, United States
Categories Accounting/Bookkeeping/Finance

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Job Code 5498915-3

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