In this role, you will:
- Manage team of Annuities, Trade Processing and confirmation process and analysts
- Provide accountability for the development of operational strategy and may serve on line of business project teams
- Develop the operational infrastructure on financial accounting, tax reporting and client services
- Perform specific duties including accurate financial reporting of funds, sourcing of proprietary fund vendors, and ensuring operational due diligence of external investment managers
- Identify opportunities for process improvement and risk control development
- Ensure effective operational due diligence of external investment managers
- Manage administration of third party distribution of alternative investments through wealth and brokerage divisions
- Make decisions and resolve issues regarding company wide tasks that steer the company's operational direction
- Develop policies and procedures for functions with low to moderate complexity within scope of responsibility
- Collaborate and influence all levels of professionals including managers
- Lead team to achieve objectives
- Manage allocation of people and financial resources for securities operations
- Mentor and guide talent development of direct reports and assist in hiring talent
Required Qualifications:
- 4+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of leadership experience
Desired Qualifications:
- 12+ years of Securities Operations experience
- Willing to work in evening shifts i.e., 5.30 p.m. IST log in
- Experience in Annuities, Insurance operations
- People management experience for more than 5 years
21 Feb 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.