Jobs · Finance · California

Executive Director, Healthcare Public Finance

Wells Fargo · El Segundo, CA · 1 wk ago
Finance$275k/yrFull-time

About the role

The Municipal Products Group (MPG) provides investment banking, municipal derivatives, investor solutions, institutional sales, secondary trading and underwriting services to issuer and investor clients. In this role, you will serve in a lead banker coverage capacity for major not-for-profit healthcare issuers nationwide.

Responsibilities

  • Coordinate coverage efforts and effectively partner with regionally focused teams within Public Finance and Relationship Managers in Commercial Banking
  • Develop new business opportunities, manage client relationships, and create customized solutions for complex situations
  • Originate and execute finance transactions as the managing underwriter in the municipal securities sector, which can include derivatives or advisory assignments
  • Develop and maintain significant depth and tenure of relationships with not-for-profit healthcare issuers
  • Demonstrate the ability to work effectively with teammates, within the framework of the strategic alliance, to accomplish annual and long-term business objectives
  • Represent MPG within the company, and externally in support of specific municipal finance business

Requirements

  • 7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 7+ years direct public finance work experience, particularly municipal derivatives and strategic advisory experience
  • Demonstrated account relationship management, business development, and sales experience with not-for-profit healthcare issuers specifically
  • Ability to understand local nuances and help position Wells Fargo Public Finance with large municipal issuers nationwide
  • Consistent track record of revenue generation with municipal issuers
  • Established trusted advisor to top-tier hospitals and hospital systems throughout the country
  • Existing and positive relationships with not-for-profit healthcare issuers nationwide and market professionals across the municipal securities industry
  • Consistent track record of revenue generation with not-for-profit healthcare clients
  • Demonstrated relationship management, business development, and sales experience with not-for-profit healthcare issuers specifically
  • Excellent analytical, communication and presentation skills utilizing Microsoft Office (Outlook, Word, Excel, PowerPoint) and other industry tools
  • Demonstrated leadership capabilities
  • Strong knowledge of financial markets and a deep understanding of the public finance industry
  • A BS/BA degree or higher in business administration, accounting, economics, finance, or related field

Qualifications

  • BS/BA degree or higher in business administration, accounting, economics, finance, or related field

Skills

  • FINRA Series 52 registration within 90 days of hire date
  • FINRA Series 63 registration within 90 days of hire date
  • FINRA Series 79 registration within 90 days of hire date

Benefits

  • 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

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