Wells Fargo Senior Institutional Investment Operations Specialist 

United States, North Carolina, Charlotte 

340588899

delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

In this role, you will:

• Leading complex initiatives in the Client Service space
• Knowledge in current regulations that impact Client Service functions
• Partnering with Front Office Sales and Trading, Market Risk, Technology, Compliance, Finance, Operational Risk, Audit, and other support functions
• Providing vision, direction, and expertise to more experienced leadership
• Acting as key participant in large scale planning, gathering data to support resolution of issues in areas in and out of responsibility
• Demonstrating knowledge and serving on projects along with internal and industry related industries
• Strategically engaging with all levels of professionals and managers companywide
• Developing and implementing resolutions to the most complex issues as they arise within the client and trade lifecycle
• Making decisions requiring understanding of the function, policies, procedures, and compliance requirements
• Advising leadership to develop or influence complex objectives, processes, industry related regulations, and long-term goals for overly complex business needs across organization
• Influencing and leading broader work team to meet deliverables and drive new initiatives
• Collaborating and consulting with peers, colleagues, and managers to resolve issues and achieving goals

Required Qualifications, US:

• 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge and understanding of securities industry
• Ability to develop and negotiate solutions to issues with partners or clients including escalations as needed
• Ability to operate collaboratively, execution focused, and results oriented
• Ability to articulate complex concepts in a clear manner
• Ability to grasp complex business issues quickly, recommend solutions, and drive for resolutions
• Ability to collaborate with cross functional teams with an end goal of improving service for clients
• Experience presenting information to persuade, educate, and enhance understanding at all levels
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic environment
• Ability to lead and operate collaboratively, execution focused, and results oriented
• Ability to articulate complex concepts in a clear manner
• Ability to grasp complex business issues quickly, recommend solutions, and drive for resolutions
• Ability to facilitate and lead meetings to reach conclusions, identify tasks, record actions, and achieve results
• Overall cross-collaboration experience required to effectively engage both onshore and offshore counterparts
• Intermediate Microsoft Office skills
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to organize and manage multiple priorities

* Role will be based in Charlotte, NC (550 S. Tryon) only.

* Hybrid office schedule allowing for 3 days in-office and 2 days remote or per current Wells Fargo RTO policy.

Pay Range

$73,100.00 - $129,900.00

25 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.