Executive Specialist - WIM CFO

About the job

About this role:
Wells Fargo is seeking a seasoned Executive Specialist to support the Chief Financial Officer (CFO) for the WIM organization. This role sits on the executive floor and serves as a visible, trusted extension of the WIM CFO and the team. The successful candidate will combine flawless execution with sound judgment, executive presence, and the ability to build durable relationships across the enterprise. Learn more about our career areas and lines of business at wellsfargojobs.com.

• In this role, you will:
• Actively steward executive calendars — not just schedule them. Make daily prioritization calls on competing requests, defend focus time and prep blocks, identify and resolve conflicts before they reach the executive, and consolidate or decline meetings that don’t warrant CFO time. Maintain a rolling forward view (2–4 weeks) anchored to business cadences: monthly portfolio reviews, planning meetings, Finance Leadership meetings, budget cycles, etc.
• Anticipate and execute. Read what’s coming on the calendar and pre-stage what’s needed: pre-reads compiled, materials printed and at the desk, travel logistics confirmed 48 hours out, and follow-up items captured in real time and chased to closure without prompting. Surface risks (scheduling conflicts, missing materials, slipping deliverables) before they become problems.
• Build and maintain a trusted network across the enterprise. Develop deep working relationships with the executives’ direct reports, peer Executive Assistants (CEO, CFO, COO, and business CFO offices), Finance Leadership Team members, and key external counterparts. Serve as a credible, low friction point of contact who resolves issues through relationships rather than escalation.
• Bring executive presence and polish to the executive floor. Polished verbal and written communication, professional appearance and demeanor, calm under pressure, and the judgment to represent the CFO’s office credibly with directors, regulators, and senior external stakeholders. You are the first impression for many who interact with the office.
• Hold confidential information at the highest level. Comfortable with sensitive material including business decisions, talent, organizational changes, and regulatory matters — with discretion, professionalism, and sound judgment over extended periods.
• Coordinate and manage domestic and international travel, including booking, updates, and itinerary changes in a time-sensitive environment.
• Prepare, create, update, and proof executive-level reports and other written communications.
• Participate in select meetings to capture, track, and follow up on action items — chasing owners across the organization until items are closed.
• Establish, implement, and continuously improve office procedures, controls, processes, and tools to enhance efficiency and effectiveness.
• Present recommendations for resolving complex situations and exercise independent judgment while building understanding of business functions, policies, procedures, and compliance requirements.
• Collaborate closely with peers, colleagues, managers, and key internal and external stakeholders to resolve issues and achieve business goals.
• Track, submit, review, and facilitate approval of expenses for the executives and their direct reports.
• Serve as a proxy and point of coordination for employee management systems and tools (e.g., technology access requests, approvals, onboarding support).
• Coordinate full-cycle hiring logistics for the executives’ organizations, including candidate interview scheduling, panel logistics, interview materials, and offer-stage candidate experience.
• Manage inbound phone calls, correspondence, and stakeholder inquiries, ensuring timely and professional responses.
• Lead and support ad hoc projects and assignments, including offsite planning, town halls, team events, and recognition moments.

• Required Qualifications:
• 2+ years of Executive Administration experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Desired Qualifications:
• Extensive experience supporting C-suite or direct C-1 executives in a large, complex, regulated organization (financial services strongly preferred), including demonstrated experience as the primary Executive Assistant to more than one executive simultaneously.
• Proven ability to handle highly confidential information with discretion, diplomacy, and professionalism.
• Strong organizational, multitasking, and prioritization skills, with the ability to perform effectively in a fast-paced, deadline-driven environment.
• Experience supporting executives with frequent board, regulator, and investor-facing commitments.
• Demonstrated experience with strategic calendar stewardship, travel coordination, and scheduling of meetings and events at the senior-most levels of an enterprise.
• Demonstrated experience supporting multiple executives or senior leaders simultaneously.
• Ability to work independently, anticipate needs, and exercise sound judgment.
• Proven track record of multi-year tenure with prior executives — long-term orientation, not a stepping-stone role.
• Demonstrated ability to partner with Chief of Staff or business management functions.
• Excellent verbal, written, and interpersonal communication skills.
• Advanced Microsoft Office skills, including PowerPoint and Excel.
• Proven ability to work effectively across all organizational levels, demonstrating flexibility, collaboration, and adaptability.
• Travel reservation and expense reporting experience.
• Familiarity with Wells Fargo systems (Concur, Workday, technology access workflows) — or comparable enterprise tooling.

Posting Location:
30 Hudson Yards, New York, NY

• Job Expectations:
• Required work location listed above. Relocation assistance is not available for this position.
• This position is not eligible for Visa sponsorship.

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

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.
$50.00 - $80.77
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:

13 Oct 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.