In this role, you will:
- Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
- Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
- Review strategic approaches and effectiveness of support function and business performance
- Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
- Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
- Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
- Influence, guide and lead less experienced Strategy and Execution staff within the group
- Optimize IntelliMatch/Xceptor usage, enhancing automated matching logic and exception workflows to improve overall reconciliation efficiency
- Design and enforce reject management processes, ensuring failed transactions are swiftly investigated and resolved
- Mange SWIFT message processing, ensuring accurate interpretation of MTs and MX messages across reconciliation platforms
- Strengthen ETL data integrity, ensuring seamless extraction, transformation, and loading of financial data into reconciliation engines
- Monitor missing statement controls, proactively addressing data gaps that impact reconciliation completeness and closely work with external agent banks/tech teams/relationship managers
- Develop feed management controls, ensuring accurate and timely ingestion of financial data into reconciliation systems
- Establish a robust static data maintenance framework, ensuring accuracy in reference data and system configurations
- Enhance reconciliation governance, aligning with regulatory and internal risk control standards
- Drive automation and process optimization, reducing manual intervention and operational risk
- Lead investigation on breaks, escalations, and remediation efforts, collaborating with risk, compliance, and technology teams
- Partner with senior stakeholders across operations, risk, technology, and finance to drive reconciliation improvements
- Collaborate with external vendors, ensuring optimal IntelliMatch/Xceptor configurations and reconciliations capabilities
- Measure, monitor and ensure all source feeds (both internal and external) are received within agreed SLA., identifying process improvements to gain synergies on an ongoing basis
- Extensive experience on monitoring ledger and statement rejects queues in IntelliMatch/Xceptor
- Extensive experience on out-of-proof checks to ensure data integrity of ledger and statement feeds
- Escalate and resolve missing/incomplete feed data loads. Strong knowledge and experience of Reconciliations within InvestmentBanking/Corporate/Wealthbusinesses
- Should lead the end-of-day control checks on rejects/Out of proofs & ensure all are resolved or anything outstanding should appropriately reported as per the regulatory framework
- Responsible for ensuring all account static maintenance gets completed including creation, amendment and closure of account setup/Department code/Match rules/Auto coding rules after validation and checks
- Extensive knowledge on IntelliMatch/Xceptor look up table & Group filter maintenance
- Fair understanding around Securities merging for Depot recs
- Fair understanding of IntelliMatch/Xceptor static fields such as legal entity/client firm maintenance & Reconciliation Catalogue Static updates
- Should have fair understanding around leading multiple tech/ops related projects
- Proficient in the maintenance of matching criteria in IntelliMatch/Xceptor along with the facilitation of testing and setup.
- Responsible for escalation of any outstanding Rejects/Out of Proofs/Missing Statements to Operational Risk & Control and regulatory teams
- Act as the key point of contact with stakeholders (i.e. Technology, Change Manager) in order to implement changes
Required Qualifications:
- 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Minimum B.Com Graduation Degree / MBA (Finance)/Post Graduation 15+ years of relevant experience in Fintech Domain, must in reconciliations Expertise in IntelliMatch, Xceptor & Other reconciliation tool, including configuration, automation, and exception management
- In-depth knowledge of SWIFT messages, including MT940, MT950, MT103, MT535/536, and ISO 20022 standards
- Strong understanding of ETL processes, data transformation techniques, and financial data integrity controls
- Proven track record in reconciliation risk management, static maintenance, and reject management controls
- Exceptional analytical skills, with the ability to access complex data issues and drive resolution
- Experience in process automation, leveraging Al/ML or RPA solutions for reconciliation enhancement
- Leadership experience, managing global teams and stakeholder engagements
- Strong communication and problem-solving skills, with an ability to influence across levels
- Exhibits strong relationship / negotiation orientation with senior level business partners globally
- Ability to work in a matrix environment and managing multiple competing priorities
- Strong stakeholder management, networking and relationship management skills
- Ability to drive change and transformation, project management & implementation in business operations
- Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas
- Takes ownership and accountability for responsibilities, business outcomes, and for management of risk exposure
- Advanced PC skills, including Microsoft Office Applications
- Excellent Communication, planning and organizing skills
- Excellent verbal, written, and interpersonal communication skills
22 Jul 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.