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Wells Fargo Senior Institutional Investment Operations Specialist 
United States, North Carolina, Charlotte 
684279959

Today

In this role, you will:

  • Assist in lifecycle support for corporate and institutional trade flow

  • Have direct responsibility in global FX account opening and maintenance functions

  • Lead or participate in moderately complex initiatives and deliverables

  • Contribute to large scale planning related to process, procedures, and efficiencies with internal and industry related initiatives

  • Identify and recommend opportunities for process improvement and risk control development

  • Provide leadership to bring groups together to resolve multi-faceted complex issues

  • Serve as a leader on projects along with internal and industry related initiatives

  • Exercise independent judgment and resolution to guide the deliverable

  • Lead team to meet functional area projects, and process deliverables

  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

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:

  • 3+ years of capital markets industry experience

  • Strong knowledge and understanding of all capital markets products, industry trends, regulatory changes, and industry-wide best practices within Static Data processes

  • Proficient Knowledge of the Counterparty Data Management Processes and experience in client Onboarding, SSI data Setups for different Product lines and preferably FX and Derivative Products

  • Strong knowledge and experience supporting Foreign Exchange (FX), Derivatives and Money Market Lines of Business

  • Familiar and be able to operate FX systems of records including OPICS, CMR, CID, WCIS, and Calypso

  • Understanding of currency rules, MT messages, and standard settlement instructions is preferable

  • Experience with offboarding and entity management functions and key concepts

  • Experience partnering with offshore (non-U.S.) teams

  • Experience identifying and recommending process improvements in complex, institutional banking environment.

  • Understanding of key operational risk components, including quality across all aspects of a risk function

  • Ability to understand and work with data, including creating alignment among various data sources, developing trends, and creating risk-based analytics from multiple information sources

  • Strong organizational skills, attention to detail, and adherence to strict deadlines in a fast -paced environment

  • Demonstrating risk management discipline and problem-solving skills

  • Good interpersonal and communication skills

Job Expectations:

  • Ability to work a hybrid schedule

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

  • Ability to work additional hours as needed

  • This position is not eligible for Visa sponsorship

Posting Location:

  • 550 S Tryon St, Charlotte, NC 28202

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.

7 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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