Senior Institutional Investment Operations Specialist

Wells Fargo•Charlotte, NC

1d•Hybrid

About The Position

Wells Fargo is hiring a Senior Institutional Investment Operations Specialist for the Client Maintenance team within Corporate & Investment Banking Operations. The role supports client and account data maintenance, including account opening, ongoing account updates, and the setup and maintenance of Standard Settlement Instructions (SSIs). It ensures accurate data across systems of record and downstream applications and timely completion of requests within service-level expectations. The specialist researches complex data issues, performs quality checks, partners with business, operations, and technology teams, and contributes to application testing, projects, remediation, process improvements, and strategic initiatives. The role also supports operational risk and control activities, develops procedures, shares knowledge, and provides subject matter expertise to colleagues and business partners. This is a hybrid role requiring at least three days in the assigned office location. Fully remote work is not available. Relocation assistance is not available, and the position is not eligible for visa sponsorship.

Requirements

4+ years of Institutional Investment Operations experience, or equivalent demonstrated through work experience, training, military experience, education.
Strong analytical, research, decision-making, and problem-solving skills.
Ability to exercise independent judgment when evaluating complex operational issues.
Strong attention to detail and focus on data quality and accuracy.
Ability to manage multiple priorities and deliver within established service-level expectations.
Strong written and verbal communication skills and ability to collaborate across Operations, Technology, and business partners.
FINRA SIE and/or Series 99.

Nice To Haves

Knowledge of Capital Markets operations, Client Data Operations, client and account reference data, and Standard Settlement Instructions (SSI).
Working knowledge of applications such as CID, COBAM, Calypso, LoanIQ, or Broadridge.
Experience working within operational risk and control frameworks.
Project management or project-support experience.

Responsibilities

Perform complex client and account maintenance, including client data changes, account opening, and ongoing account maintenance.
Maintain client and account reference data in systems of record and downstream applications, completing requests accurately within established service-level expectations.
Set up and maintain Standard Settlement Instructions (SSIs) and other client- or account-level data used for downstream processing.
Research and resolve complex client and account data issues, exercising independent judgment and working with relevant business, operations, and technology teams.
Review reports and perform quality checks to validate the accuracy and completeness of client and account setup and maintenance activities.
Partner with technology teams on client data application changes and enhancements, including user acceptance testing, regression testing, and production validation.
Participate in projects, remediation efforts, process improvements, and strategic initiatives affecting Client Maintenance.
Identify opportunities to strengthen operational processes, controls, data quality, and efficiency.
Support operational risk and control activities, including identifying, escalating, and remediating issues.
Develop and maintain procedures and support cross-training and knowledge sharing across the team.
Provide subject matter expertise to peers and business partners on Client Maintenance processes and complex requests.
Collaborate with peers, managers, front-office partners, operations teams, and technology partners to resolve issues and achieve business objectives.