Job Description
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 is seeking a Business Execution Associate responsible for reviewing and digitizing documentation related to derivatives, financing and regulatory agreements for the Markets divisions within the Corporate and Investment Bank.
This individual will provide support for the Markets Negotiation Team that negotiates financing and derivative related master agreements, including ISDAs, MRA/GMRAs, MSFTAs, Loan Agreements, Futures and prime brokerage agreements. They will ensure that agreements and ancillary documents are executed in accordance with regulatory and/or bank requirements, help to identify any discrepancies, and assist in digitizing agreement terms for select businesses in the bank's system of record.
This role is hybrid with some in office expectation. Learn more about our career areas and lines of business at wellsfargojobs.com
In this role, you will: - Participate in support tasks related to newly executed master agreements including verifying the completeness of master and collateral agreements and the accuracy of agreement terms recorded in the bank's system of record and raise identified issues to the Negotiator or their support team
- Assist in responding to requests which may include research to resolve any issues, escalating requests to the appropriate individual or team
- Ensure internal controls are performed in relation to regulatory disclosures and completion of regulatory documentation prior to trading
- Review executed agreements for front office businesses and digitize key agreement terms in the bank's system of record which include: long-form confirmations, credit agreements, guarantees and formation documents
- Assist with special projects and gathering data to assist with resolution of issues in areas that may normally be outside of the Team's daily responsibilities
- Present recommendations and provide subject matter expertise for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
- Work with Business partners to understand their requirements around documentation digitization of agreement terms in the bank's system of record including collaborating and consulting with the business, peers, the Legal Department and managers to resolve issues and achieve goals
- Create digitization guides to provide step-by-step instructions for other team members and train other team members on any new agreement types
Required Qualifications: - 6+ months 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
Desired Qualifications: - 6+ months financial services experience
- Experience with multiple types of trading/financing documentation: ISDAs, MRA/GMRAs, MSFTAs, Loan Agreements, Futures and prime brokerage agreements
- Familiarity with recording of agreement terms and quality control of data input on Capital Markets or Commercial Banking agreements
- Experience with digitization of markets documentation
- Experience identifying inefficiencies, finding opportunities to streamline business processes, and implementing change
- Knowledge and understanding of Artificial Intelligence (AI) disciplines such as Machine Learning or Natural Language Processing
- Excellent verbal, written, and interpersonal communication skills
- Experience consulting with internal clients, partnering with cross functional teams and multiple stakeholder groups
- Experience presenting findings and consultation to Senior Leaders
- Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint skills)
- Strong attention to detail and accuracy skills
- Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and global environment
Job Expectations: - Ability to work outside of normal business hours when needed
Posting Locations: Charlotte, NC: 550 South Tryon
New York, NY: 150 East 42nd Street
Salary Ranges: Charlotte, NC: $68K - $104K USD Annual
New York, NY: $82K - $125K USD Annual
Posting End Date: 20 Apr 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
Job Tags
Work experience placement, Work at office