Senior Institutional Investment Operations Specialist

Wells Fargo Bank•Charlotte, NC

4d•Hybrid

About The Position

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist on the Client Maintenance team within Corporate & Investment Banking Operations. The role supports client and account data changes, account opening, and ongoing maintenance. It maintains client and account reference data in systems of record and downstream applications, including Standard Settlement Instructions, and ensures work is accurate and completed within established service-level expectations. The specialist researches and resolves complex data issues, performs quality checks, and partners with business, operations, and technology teams. The role also supports application changes and enhancements through user acceptance testing, regression testing, and production validation. Additional work includes projects, remediation, process improvements, risk and control activities, procedure maintenance, cross-training, and providing subject matter expertise to colleagues and business partners. This is a hybrid role requiring at least three days in the assigned office. Fully remote work is not available. Candidates outside listed locations must commit to relocation within an agreed timeframe; relocation assistance is not available. The position is not eligible for visa sponsorship.

Requirements

At least 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.
Must work in a hybrid arrangement with at least 3 days in the assigned office location; fully remote work is not available.
Candidates not in a location listed on the posting must commit to relocation within an agreed timeframe.
Not eligible for visa sponsorship.

Nice To Haves

Knowledge of Capital Markets operations, Client Data Operations, client and account reference data, and Standard Settlement Instructions.
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.
FINRA SIE and/or Series 99.

Responsibilities

Perform complex client and account maintenance activities, including client data changes, account opening, and ongoing account maintenance.
Maintain client and account reference data in systems of record and downstream applications, ensuring requests are accurate and completed within established service-level expectations.
Support setup and maintenance of Standard Settlement Instructions and other client- or account-level data used for downstream processing.
Research and resolve complex client and account data issues, using independent judgment and partnering with business, operations, and technology teams as needed.
Review reports and perform quality checks to validate the accuracy and completeness of client and account setups 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 issue identification, escalation, and remediation.
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.
Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; escalate and remediate issues as required.