Senior Securities Operations Specialist, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Securities Operations Specialist role within Wealth and Investment Management Operations, responsible for developing, implementing, and executing business initiatives and programs, serving as advocates for Wells Fargo's vision and business plans across business groups.

Job Responsibility:

Lead or participate in moderately complex lifecycle initiatives and support tasks
Act as participant in large-scale planning and deliverables
Review and analyze moderately complex operational tasks or challenges
Independently resolve moderately complex issues on full process within trade environment
Collaborate and consult with peers, colleagues and mid-level managers
Manage expertise in 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 moderately complex escalated issues within scope of responsibility
Research moderately complex business risks, influence policies, enhance customer satisfaction
Exercise independent judgment in understanding trade settlement workflow controls
Contribute to overall effectiveness of the team
Monitor daily securities and cash related production work
Lead or contribute to implementation of projects and new or revised processes and procedures

Requirements:

4+ years of Securities Operations experience
4+ years Brokerage or Asset Movement experience
2+ years of Risk Oversight and/or Control testing experience
Ability to execute in a fast paced, high demand environment while balancing multiple priorities
Ability to identify and articulate issues, risks, and propose solutions to various levels of organization
Excellent verbal, written and interpersonal communication skills
Ability to present complex material in a digestible, consumable manner to all levels and audiences
Strong analytical, problem solving, and organizational skills
Work independently as a self-starter, action oriented
Ability to work effectively in a matrix environment and across different organizational levels
Ability to develop partnerships and collaborate with other business, functional and technology areas

Nice to have:

Complete automation viability assessments of business opportunities
Experience with creating presentations to communicate statistics or metrics

Additional Information:

Job Posted:
August 20, 2025

Expiration:
August 24, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Securities Operations Specialist