Vice President, Technology Investment Banking - Software

WELLS FARGO BANK; San Francisco (CA); On-site; USD 250,000; Full time

Job summary

Wells Fargo is seeking a Vice President for its Tech, Media & Telecom Investment Banking group in San Francisco. The role includes working with clients on complex transactions, formulating financial strategies, and utilizing 5+ years of investment banking experience. A Master's degree is preferred, along with exceptional communication and analytical abilities.

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

Qualifications

• 5+ years of Investment Banking experience or equivalent.
• Knowledge of M&A and capital markets.
• Ability to manage multiple projects simultaneously.

Responsibilities

• Responsible for independently working with clients on complex transactions.
• Involved in the origination and execution of Corporate and Investment Banking products.
• Deliver financial strategy and manage client relationships at the executive level.

Skills

Analytical skills

Communication skills

Valuation skills

Organizational skills

Education

Master's degree in accounting, finance, or economics

Job description

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role :

The Tech, Media & Telecom (TMT) Investment Banking group is seeking a Vice President, Software, to join its San Francisco office. The Software team is focused on decision makers (C-suite, Board) and on building long-term client relationships, deepening those relationships through strategic advice, strong product knowledge and flawless deal execution.

In this role, you will :

• The Vice President will be responsible for independently working with clients and handling complex transactions.
• A successful candidate will have well-developed knowledge of products and services, marketplace, and clients (ideally with familiarity of clients within Software). This position will be directly involved in the origination, structuring, and execution of Corporate and Investment Banking products and services for existing clients and prospects.
• The Vice President will assist in delivering the full range of products and services to clients through formulating financial strategy and policy with clients at the executive management level, managing client relationships, and executing mandated assignments in public and private equity, M&A, loan and high yield and convertible securities transactions.
• The position requires a high level of initiative and the ability to work within a fast-paced team environment. You must bring strong organizational skills and the ability to manage multiple projects simultaneously. Precise attention to detail is essential. You must demonstrate a habit of learning and mastering complex material and a practiced ability to communicate the same.

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

• Investment banking experience
• Software experience within TMT
• Knowledge and understanding of M&A : public and private; origination and execution
• Knowledge and understanding of capital markets : debt and equity; origination and execution
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical, modelling and valuation skills
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• A Master's degree or higher in accounting, finance, or economics

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 :

• 333 Market Street, San Francisco

Pay Range :

• 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.

173,300.00 - $359,900.00

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.

• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings

Posting End Date : 8 Jul 2025

• Job posting may come down early due to volume of applicants.

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.

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Investment Banking Vice President • SAN FRANCISCO, California, United States of America