Wells Fargo Senior Institutional Investment Operations Specialist 

United States, North Carolina, Charlotte 

132295523

About this role:

• Executing client and inter-company cash transfers and bookkeeping entries.

• Collaborating with FCL and other internal business partners to onboard new business as needed.

In this role, you will:

• Perform user acceptance testing for system enhancements.
• Ensure daily cash and collateral margin settlements are approved and processed in a timely manner.
• Responsible for documenting and maintaining standard operating procedures.
• Funding internal and external bank accounts across multiple currencies and Agent banks.
• Processing customer and firm Fedwire and SWIFT wire transfers and check disbursements.
• Researching and reconciling daily position and cash breaks.
• Liaising with various support groups and trading desks to escalate and resolve issues in a timely fashion.
• Participating in individual and group projects to drive process improvement and support business initiatives.
• Ability to quickly assess the urgency around a problem or situation and escalate if needed.
• Assist in strategic build out of payments infrastructure.

Required Qualifications:

• 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:

• Solid understanding of SWIFT and Fedwire payment formats and best practices for initiating funds transfers.
• Previous experience processing wire and check disbursements in a financial services environment.
• Excellent verbal, written, and interpersonal communication skills.
• Experience with various securities platforms including Broadridge (Impact/Gloss/BPS).
• FINRA registration including Series 7 or 99.
• A BS/BA degree or higher in Accounting, Finance, Economics, or Business Administration.
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment.
• Effective organizational, multi-tasking, and prioritizing skills.
• Solid problem solving skills.
• Strong analytical skills with high attention to detail and accuracy.
• Intermediate Microsoft Office skills.
• Ability to work in a fast-paced deadline driven environment.

Job Expectations:

• Ability to work additional hours as needed.
• Ability to work outside of regular business hours.
• Work at the posted location below on a hybrid schedule of three (3) days in office and two (2) days from home.
• Office location:1525 W W T Harris Blvd,CHARLOTTE, NC 28262.

21 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.