In this role, you will:
- Manage team of alternative investment operations managers 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:
- Expertise in Wealth Management or Financial Services Industry business and operational capabilities.
- Brokerage and Asset Movement experience is an advantage
- Provide leadership to all aligned teams to improve processes, implement controls, manage resources, and execute on the Wealth and Investment Management Operations strategic plan.
- Amenable to permanent night shift schedule and follows US holiday.
- Amenable to 100% onsite reporting in Five Neo Bldg. 31st Street BGC Taguig City.
7 Sep 2024
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.