Vice President – Strategic Capital

Position: Vice President – Wells Fargo Strategic Capital
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

In this role, you will:

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

Required Qualifications:

5+ years of experience in Strategic Investment Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education2+ years of experience in venture capital, corporate venture investing, growth capital, private equity, corporate development, or related equity investing transaction experience2+ 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)
Desired

Qualifications:

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…