Vice President, Investment Banking - Mid-Cap

We are seeking a Vice President to join our Mid-Cap Investment Banking team in Charlotte, NC. In this role, you will be responsible for managing and developing client coverage materials, conducting industry research and screening, originating transactions, and executing a full range of investment banking products and services.
Additionally, you will play a key role in mentoring, training, and supporting junior bankers, contributing to the overall growth and success of the team.
In this role, you will:

• Independently manage client engagements and execute complex transactions under the guidance of senior investment bankers.
• Demonstrate strong knowledge of investment banking products and services, including buy-side and sell-side M&A, carve-outs, spin-offs, IPOs, secondary offerings, private placements, fairness opinions, and activism and defense strategies; actively contribute to both origination and execution.
• Lead or support the delivery of comprehensive investment banking solutions to executive-level clients and oversee transaction execution.
• Conduct company analysis, develop client strategies, and perform market and industry research across the full investment banking product suite.
• Mentor and train investment banking Analysts and Associates
• Exhibit initiative and thrive in a fast-paced team environment; demonstrate strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously.
• Maintain a continuous learning mindset and effectively communicate complex concepts with clarity.

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:

• M&A experience required, including involvement in private and public transactions.
• Proven ability to execute complex transactions with deep understanding of deal structuring across equity, debt, and hybrid instruments.
• Excellent verbal, written, and interpersonal communication skills.
• Strong track record in originating and executing investment banking transactions and maintaining client coverage.
• Demonstrated ability to lead, mentor junior staff, and manage multiple transactions and projects simultaneously.
• Highly developed writing and presentation skills.
• Strong judgment and decision-making skills in fast-paced, results-driven environments.
• Solid understanding of business development, including strategic vision and goals, with application to the technology client segment.

Job Expectations:

• Ability to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
• FINRA SIE, Series 63, and Series 79 exams must all be successfully completed within 90 days of employment if not available for transfer
• Ability to travel up to 50% of the time

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.
Posting Location:

• Charlotte, NC

Base Pay:

• Base pay range for this position 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.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$185,000.00 - $300,000.00
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:
30 Nov 2025
* 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.
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.