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Wells Fargo is seeking a Lead Securities Operations Specialist to join WIM Operations in leading the citizen-developed intelligence transformation efforts. This is a partner-facing, hands-on role responsible for delivering high-impact analytics and automation/AI solutions cross the partner groups.
Job Responsibility
Lead complex lifecycle initiatives and support tasks, including those that are cross-functional with broad impact, and act as key a participant in large-scale planning and deliverables
identify opportunity for process improvements within Securities Operations
Review and analyze complex multi-faceted, larger scale or longer-term operational tasks or challenges that require an in-depth evaluation of multiple factors including intangibles or unprecedented factors
Make decisions in complex and multi-faceted situations related to a full process within a trade environment while leveraging solid understanding of the function, policies, procedures, and compliance requirements that influence or lead team to meet deliverables and drive new initiatives
Strategically collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals
may lead projects, teams or serve as a mentor
Manage and develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
Resolve complex escalated issues within the scope of responsibility in Security Operations
Research complex business risks, develop policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
Exercise independent judgment in understanding trade settlement and influence workflow controls to minimalize the effects of operational breakdowns
Lead overall effectiveness of the team according to plans
monitor daily securities and cash related production work
Lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk
Requirements
5+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Strong programming and data skills, include but not limited to: Python, Alteryx, Xceptor, SQL, PowerBI, PowerApps, Copilot
experience working with large datasets
Familiarity with Generative AI concepts (LLMs, embeddings, prompt-based systems) for awareness and future collaboration
Hands-on exposure to GenAI application prototyping and evaluation (e.g., prompting, retrieval concepts, embeddings/vector search, basic guardrails)
Build prototypes quickly to validate feasibility and business value
evolve prototypes into scalable, reusable solutions
Partner with business stakeholders to define problems, align success metrics, and deliver executive-ready insights and recommendations
Strong analytical problem-solving and critical thinking
ability to learn business context quickly and collaborate across teams
Excellent verbal, written, and interpersonal communication skills
Strong time management skills and ability to meet deadlines