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Banking & Capital Markets Client Relationship Executive, Wells Fargo
Banking & Capital Markets Client Relationship Executive, Wells Fargo-February 2024
Charlotte
Feb 11, 2026
ABOUT PWC
PwC is a multinational firm that provides professional services, including audit and assurance, tax, and consulting, covering more than a dozen industries.
10,000+ employees
Consulting
VIEW COMPANY PROFILE >>
About Banking & Capital Markets Client Relationship Executive, Wells Fargo

  Specialty/Competency: IFS - Clients & Markets

  Industry/Sector: Not Applicable

  Time Type: Full time

  Travel Requirements: Up to 40%

  A career in Sales and Marketing will provide you with the opportunity to focus on positioning a distinctive PwC brand in the marketplace and drive long term revenue growth for the Firm. You’ll focus on designing, developing, and implementing communication programmes and media events to promote and sell the PwC’s brand and services as well as contribute to and evaluating our pricing strategies in the marketplace.

  Our Business Development team supports PwC and its clients by developing sales strategies, executing tactics, and securing the resources required to close sales opportunities. As part of the team, you’ll be managing sales pursuits and the sales pipeline, helping the account team in identifying, qualifying and closing sales leads, and coordinating the utilisation of all account management methodology and business development tools.

  To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

  As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  Support team to disrupt, improve and evolve ways of working when necessary.

  Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.

  Identify gaps in the market and spot opportunities to create value propositions.

  Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.

  Create an environment where people and technology thrive together to accomplish more than they could apart.

  I promote and encourage others to value difference when working in diverse teams.

  Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.

  Influence and facilitate the creation of long-term relationships which add value to the firm.

  Uphold the firm's code of ethics and business conduct.

  Job Requirements and Preferences :

  Basic Qualifications :

  Minimum Degree Required :

  General Education Development (GED)

  Minimum Years of Experience :

  8 year(s) of sales or PwC experience

  Preferred Qualifications :

  Degree Preferred :

  Bachelor Degree

  Preferred Fields of Study :

  Business Administration/Management, Accounting, Economics, Law

  Additional Educational Preferences :

  Other business related fields of study may be considered.

  Preferred Knowledge/Skills :

  Extensive knowledge of enterprise level sales and the ability to build and sustain long term relations with clients to drive revenue. With proven success in an individual contributor sales role, with understanding of the structure, key issues, language, and environment of one or more industry/sector groups with an ability to discuss and explain current and emerging issues within one or more industry sectors, including products and services applicable to those needs and effectively engage with executive level clients and with sector focused PwC resources.

  Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts including:

  Possessing ability to consistently and systematically initiate sales calls and contacts; pursue prospects to secure meetings; win referrals and explore sales opportunities;

  Demonstrating ability to solicit information from clients to effectively qualify and scope opportunities; play an active role in discussing and developing solutions with client teams and clients;

  Understanding client business issues and match them to service capabilities/revenue opportunities;

  Controlling the sales process through effective targeting of buyers and influencers; overcome objections and obstacles to win the business develop and execute a targeted relationship and account development strategy; and,

  Utilizing sales cycle methodology, account and relationship development methodology. Demonstrates thought leader-level abilities as a team leader, emphasizing the following areas:

  Possessing ability to consistently and systematically initiate sales calls and contacts; pursue prospects to secure meetings; win referrals and explore sales opportunities;

  Demonstrating ability to solicit information from clients to effectively qualify and scope opportunities; play an active role in discussing and developing solutions with client teams and clients;

  Understanding client business issues and match them to service capabilities/revenue opportunities;

  Controlling the sales process through effective targeting of buyers and influencers; overcome objections and obstacles to win the business develop and execute a targeted relationship and account development strategy; and,

  Utilizing sales cycle methodology, account and relationship development methodology.

  Establishing and developing long-term client relationships;

  Possessing ability to effectively represent client needs to ensure appropriate solutions are brought to the client, and demonstrating ability to build trust with clients;

  Demonstrating successful navigation through complex internal organization consisting of dozens of distinct capabilities and practices; thrive in an unstructured and evolving team and organizational environment;

  Accomplishing and exceed goals within challenging, complex organizations;

  Possessing a project executive presence and professionalism sufficient to interact with C-level executives and senior partners;

  Demonstrating the ability to remain tenacious and undeterred by criticism and setbacks; and,

  Meeting significant targets and goals with minimal oversight and direction on a daily, weekly, or even monthly basis.

  Learn more about how we work: https://pwc.to/how-we-work

  PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

  All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

  For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-ifsdirector

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