Wells Fargo Senior Institutional Investment Operations Specialist - FX Compensation 

United States, North Carolina, Charlotte 

179535945

Senior Institutional Investment Operations Specialistfor the

In this role, you will:

• Ownership of a portfolio of FX Compensation cases requiring investigation, follow-up and follow through to resolution, including proper escalation.

• Day-to-day management of risks by ensuring the overall number of allocated cases are kept at acceptable tolerances and higher risk items are properly escalated to also expedite the case resolution.

• Managing clients’ cases to ensure that issues are resolved quickly to the client’s benefit with specific attention to key relationships.

• Performing root cause analysis to prevent recurrences. Also, it can lead to recommendations for process improvements that mitigate risk, enhance client experience, and improve operational efficiency.

• Working closely with the FX investigations, FX Operations, FX Business, Accounting, Network Management and other internal stakeholders.

• Maintenance of procedures, making updates where necessary proactively or upon request.

• Demonstrating strong team player competencies especially when supporting the onboarding of new comp analysts and helping to ensure they are trained to become quickly productive.

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:

• 4+ years plus experience in Operations/ complex processes

• Experience in FX Wires Operations and/or FX Investigations

• Degree in Finance, Management, Accounting and/or Economics

• Strong Business Writing and Communication Skills

• Ability to work across multiple work streams to analyze business processes to determine appropriate solutions

Job Expectations:

• This position offers a hybrid work schedule

• Candidates must be willing to work additional hours as needed

• Willingness to work on-site at stated location on the job opening

• This position is not eligible for Visa sponsorship

Location:

• 1525 W WT Harris Blvd. Charlotte, NC

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

17 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.