Investment Banking, Executive Director - Fund Finance

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.
About this role:
Wells Fargo, CIB Fund Finance Group ("FFG") is seeking an Investment Banking Executive Director to join its New York or Charlotte office. The Fund Finance Group provides financing to private equity funds and other asset managers through structured credit facilities across the fund lifecycle including subscription facilities, hybrid and NAV financings. Fund Finance is part of the Corporate and Investment Bank (CIB). An Executive Director in the Fund Finance Group will cover a portfolio of existing and prospective clients (fund sponsors) and will work as the senior client coverage banker for both new and existing transactions, supported by junior team members.
In this role, you will be responsible for:

• Maintaining and expanding existing relationships;
• Sourcing of new transactions across the FFG product suite;
• Creating and delivering of marketing pitchbooks;
• Partnering with FFG's Fund Solutions platform for NAV and Structured Product transactions as well as Syndications for transaction distribution;
• Structuring and negotiating of term sheets;
• Working with clients to understand financing needs and provide tailored solutions;
• Driving the legal documentation process for new originations as well as the oversight for amendments (extensions, upsizes etc.);
• Oversight of the credit underwriting and approval process;
• Leading due diligence meetings and various client interactions related to new and existing transactions;
• Management/Mentoring of deal teams in all aspects of deal origination and ongoing portfolio management;

All aspects of the role include meaningful direct client interaction and interaction with Credit partners. The Fund Finance team also works closely with a dedicated Syndications team, other product groups (e.g. FX and treasury management), and relationship coverage platforms across the institution.
Required Qualifications:

• 7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 10+ years of front office or credit experience at a major firm with a focus in finance
• Direct client interaction experience, including experience leading relevant transaction elements and interacting with senior decision makers
• Deal origination & credit underwriting experience acting in a senior / lead capacity
• Experience reading, negotiating, and/or interpreting legal documents
• Experience in structured finance or investment banking is preferred
• Leadership experience and/or experience training others in a relevant professional capacity
• Strong analytical skills with high attention to detail and accuracy
• Analytical thinker. Able to make decisions and recommendations that are well-reasoned
• High level of personal motivation. Does more than what is asked for and anticipates questions/issues
• Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must
• Excellent verbal, written, and interpersonal communication skills
• Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products
• Ability to work effectively, as well as independently, in a team environment
• Ability to work in a fast-paced, deadline-driven environment
• Familiarity with private equity funds
• Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors
• Able to review and interpret financial statements
• Experience monitoring covenants and client reporting
• Formal credit training program experience
• Bachelor's Degree in Business, Finance, Accounting, Math, Economics or Engineering (or MBA)

Job Expectations:

• Ability to travel up to 25% of the time.
• Willingness to work 55-70+ hours per week, depending on workload.
• 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.
• 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.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting Locations:

• 500 W 33rd St., New York, NY
• 550 S Tryon St., Charlotte, NC

Base Pay:

• Base pay for this position in New York City is $300,000 USD

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.
$215,000.00 - $355,000.00
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:
15 Jan 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.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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