Vice President – Wells Fargo Strategic Capital

About the position

Wells Fargo is seeking a Lead Strategic Investment Specialist (Vice President level) to join the Principal Technology Investments (PTI) team based in Palo Alto, CA. The Lead Strategic Investment Specialist is responsible for sourcing, evaluating, and executing strategic venture capital and growth equity investment opportunities across enterprise technology sectors, with particular focus on the key domains of fintech, cyber security, artificial intelligence, infrastructure software, and other technology sectors relevant to the future of financial services. The role combines venture investment expertise, industry knowledge, and relationship management across the technology ecosystem to identify emerging technologies relevant to Wells Fargo's businesses and drive both strategic and financial value creation. The position plays a key role throughout the investment lifecycle, including sourcing investment opportunities, conducting due diligence, developing investment thesis, executing transactions, and helping manage portfolio companies post-investment. This position offers a unique opportunity to combine venture investing, strategic technology evaluation, and business development within a major financial institution.

Responsibilities

  • Source and evaluate strategic venture and growth equity, structured equity, commercial warrants, and other investment opportunities in technology sectors relevant to Wells Fargo
  • Develop and maintain relationships with entrepreneurs, venture and corporate investment groups, and other participants within the Silicon Valley innovation ecosystem
  • Conduct industry research and market analysis to identify emerging technologies, competitive trends, and potential investment themes
  • Coordinate business, financial, operational, legal, and technical due diligence efforts for prospective investments
  • Build financial models, valuation analyses, investment memos, and investment committee presentations
  • Help assess both the financial merits and strategic relevance of investment opportunities to Wells Fargo
  • Partner with the managing directors on the team to identify opportunities for commercial warrants, strategic partnerships, and technology adoption for the benefit of Wells Fargo
  • Support the team’s managing directors in the structuring, negotiation, execution, and closing of investment transactions
  • Monitor portfolio company performance and provide ongoing analysis, quarterly portfolio reporting, and recommendations related to existing investments
  • Serve as a relationship manager with portfolio company finance teams and other key stakeholders
  • Represent the PTI team at industry conferences, venture capital events, and technology ecosystem meetings, as needed
  • Assist with board observer and other governance responsibilities related to portfolio company investments, as needed

Requirements

  • 5+ years of experience in Strategic Investment Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of experience in venture capital, corporate venture investing, growth capital, private equity, corporate development, or related equity investing transaction experience
  • 2+ years of experience analyzing enterprise technology investments in domains such as data & analytics, cybersecurity, machine learning / AI, and infrastructure software, which includes the ability to build financial and operating models and conduct valuation analyses (e.g., DCF analysis, comparable company valuation analysis)

Nice-to-haves

  • Experience in venture capital, corporate venture capital, or growth equity investing
  • Strong knowledge of enterprise technology markets, including areas such as artificial intelligence, cybersecurity, data infrastructure, and cloud software
  • Demonstrated ability to originate investment opportunities. Strong network and connectivity within the Silicon Valley technology ecosystem, including relationships with entrepreneurs, investment teams at venture capital firms, accelerators, and other innovation community participants
  • Experience in structuring equity investments, term sheets, shareholder agreements, and related transaction documents
  • Completion of 2+ years in investment banking is preferred
  • Intellectual curiosity and passion for emerging technologies, innovation, and the venture ecosystem
  • Proficiency leveraging AI-enabled productivity and research tools (e.g., Microsoft Copilot and/or similar platforms) to enhance investment sourcing, market research, due diligence, portfolio monitoring, and workflow efficiency
  • Ability to work independently or in teams and thrive in a fast-paced entrepreneurial environment
  • Strong work ethics and verbal, written, and interpersonal communication skills

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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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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