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NEW YORK, NY; 110832-NY-30 Hudson Yards, New York
Source: Wells Fargo careers · View original posting
From Wells Fargo's posting. “We” and “our” refer to the employer.
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.
Wells Fargo is seeking a Roadshow Coordinator to support the Equity Capital Markets (ECM) and Equity Syndicate teams within Corporate & Investment Banking. This position is responsible for coordinating complex equity offering roadshows and supporting related client events, conferences, and transaction lifecycle activities.
The successful candidate will serve as a key liaison among investment bankers, equity syndicate professionals, corporate executives, sales teams, and external vendors to ensure the seamless execution of roadshows and associated events. This role requires exceptional organizational skills, strong attention to detail, and the ability to manage multiple priorities in a fast-paced, deadline-driven environment.
The Roadshow Coordinator will oversee end-to-end coordination of equity roadshows, including travel arrangements, meeting scheduling, event logistics, communications, expense tracking, and calendar management. This individual will work independently while providing critical operational support to the Equity Syndicate platform and broader Investment Banking Capital Markets team.
Coordinate all aspects of equity capital markets roadshows, partnering closely with Investment Banking, Capital Markets, Equity Syndicate, Sales, and corporate management teams.
Organize travel logistics and itineraries for management teams and Wells Fargo bankers participating in roadshows.
Coordinate scheduling and execution of investor meetings, including one-on-one and group meetings approved by the Equity Syndicate team.
Partner with sales teams to assess investor interest, confirm meeting schedules, and support account coverage efforts.
Coordinate with branch offices and internal stakeholders for roadshow events held outside of New York and other primary financial centers.
Manage logistics for management presentations, including conference call services, technology support, venue coordination, and catering arrangements.
Prepare and distribute daily roadshow updates, including meeting schedules, logistical details, institutional investor profiles, market updates, and related materials.
Communicate meeting reminders and logistical updates to internal and external participants.
Maintain and manage the master roadshow calendar and related scheduling systems.
Distribute roadshow schedules to research analysts, bookrunners, co-managers, and other transaction stakeholders, as appropriate.
Publish roadshow schedules and event information through designated internal platforms and event management systems.
Network with industry counterparts and external contacts to monitor market activity and maintain accurate calendar information.
Track roadshow expenses and vendor invoices, maintaining transaction-level expense records to support syndicate account reconciliation and transaction closeout activities.
Coordinate closing dinners, client events, and selected Investment Banking Capital Markets conferences.
Ensure all activities are executed in accordance with internal policies, regulatory requirements, and operational standards.
5+ years 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
4+ years of financial services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Experience supporting capital markets, investment banking, corporate banking, financial services, or other fast-paced client-facing environments.
Strong organizational and project coordination skills with the ability to manage multiple priorities simultaneously.
Ability to work effectively under pressure and meet tight deadlines while maintaining a high degree of accuracy.
Strong verbal and written communication skills.
Demonstrated ability to build and maintain effective partnerships across internal and external stakeholder groups.
Proficiency with Microsoft Office applications, including Excel, Outlook, PowerPoint, and Word.
Experience supporting Equity Capital Markets, Equity Syndicate, Investment Banking, or Capital Markets teams.
Knowledge of roadshow planning, investor marketing events, or transaction execution processes.
Experience using event management, investor relations, or capital markets platforms such as Dealogic, iPreo, EventManager, or similar systems.
Strong relationship management and stakeholder coordination skills.
Proven ability to work independently with minimal supervision.
Ability to work in a fast-paced, deadline-driven environment.
Flexibility to support time-sensitive transaction activity and client events.
Occasional travel may be required.
500 West 33rd St. - New York, New York 10001
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$143,000.00 - $224,000.00
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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