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Operations Senior Manager - Client Onboarding & Account Management

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India , Hyderabad

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking an Operations Senior Manager to lead the Brokerage Ops function & will report to a Business Leader for WIM Operations, in India. This will entail: Lead large and complex LOB operations, managing a 50+ member team to deliver high‑quality, cost‑effective services for U.S. stakeholders; Own financial performance of the LOB, including budgeting, revenue management, expense control, and productivity improvement; Build strong relationships with U.S. partners and stakeholders, ensuring effective work planning, delivery, issue resolution, and business alignment; Drive operational excellence through continuous improvement, strong governance, proactive risk management, and robust internal controls; Develop a skilled, flexible workforce by enabling career growth, optimizing resource planning, and enhancing employee engagement and retention; Foster a high‑performance culture through effective leadership, recognition programs

Job Responsibility:

  • Provide leadership across Account Opening & Maintenance, COBAM, Wealth Management, and Institutional onboarding functions, with strong understanding of associated risks and regulatory requirements
  • Guide teams to improve processes, enhance controls, optimize resources, and deliver on WIM Operations’ strategic priorities
  • Collaborate with senior leaders to influence strategic direction and contribute to long‑term transformation goals across client, operational, risk, cultural, and financial outcomes
  • Recruit, develop, and retain top talent while fostering a high‑engagement, high‑accountability culture supported by clear performance metrics
  • Ensure robust compliance by implementing operational policies, adhering to regulatory standards, and meeting SLAs with partners and stakeholders
  • Develop and execute multi‑year transformation roadmaps, including effective change management plans in partnership with COEs, Operations, Ops Tech, and cross‑functional teams
  • Lead continuous improvement by simplifying end‑to‑end processes, benchmarking industry best practices, and ensuring procedures remain current and efficient
  • Develop and implement measurement strategies with Finance and other partners to track impact, ensure alignment with goals, and drive remediation where required
  • Leverage data‑driven insights to manage team performance, enhance decision‑making, and drive operational excellence

Requirements:

  • 6+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of management or leadership experience
  • Lead Operations, managers for a large, complex LOB and/or multiple LOBs
  • Build and lead a team of approximately 50+ across a LOB or LOBs
  • Build and lead a team to deliver quality and cost-effective offshoring solutions to the global partners
  • Manage the LOB’s budgets, revenues and expenses
  • Engage and manage stakeholder relationships and provide solutions when needed
  • Engage the global partner to plan, assign and manage the delivery of work
  • Operational Excellence: focus on driving continuous improvement
  • Risk Management: proactively identify risks and build robust internal controls
  • Develop and maintain a flexible and skilled resource base for provision of the service collaborating with colleagues for efficient resource management
  • Create opportunities for growth, both horizontal and vertical
  • Use Rewards and Recognition to motivate staff and encourage performance
  • Improve Staff Engagement and manage attrition
  • Should be willing to work in night shift
  • Readiness to work night shifts

Nice to have:

  • Required to have higher level degree in Business, Accounting, or Finance (highest level related to M.B.A, or CA)
  • Preferably with a FINRA Series 7/24/99 but it is not required
  • Expertise in Wealth Management or Financial Services Industry business and operational capabilities
  • Demonstrated ability leading a major function or large geographic segment of a financial services organization
  • Demonstrated ability to interact with effectively with a variety of contacts, primarily senior management
  • Solid budget forecasting and risk management skills
  • Demonstrated ability to manage through middle managers
  • Demonstrated ability to contribute to companywide strategy and to use strategy to drive results
  • Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas
  • A seasoned, relationship-driven executive who will have the style and sensitivity to work within a highly complex business environment. Multi-cultural sensitivity a must
  • Exhibits excellent problem solving and analytical skills
  • Good understanding of Six Sigma, Lean, etc. and a track record of continuous improvement through usage of the above quality tools. Experienced in process improvement and quality frameworks
  • Excellent soft skills - communication skills and ability to influence at senior levels
  • Strong people leadership experience, ability to navigate across global leaders
  • Demonstrate expertise in project management, stakeholder engagement, people leadership, delivery of quality work products
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Ability to negotiate and facilitate issue resolution
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Additional Information:

Job Posted:
March 20, 2026

Expiration:
March 26, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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