Vice President, ECM Roadshow Coordinator

Wells Fargo

NEW YORK, NYFull-timePosted 22h ago

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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 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.

 

Role Summary:

 

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.

 

In This Role, You Will:

 

  • 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.

 

Required Qualifications:

 

  • 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

 

 

Desired Qualifications:

 

  • 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.

 

Job Expectations:

 

  • 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.

 

Posting Location:

  • 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

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:

1 Nov 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.

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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