Supports securities tax operations for capital markets products, including cost basis, federal tax reporting, withholding, reconciliations, remittances, exception resolution, and 1099/1042-S reporting. Researches tax documentation and regulatory issues, improves procedures and data integrity, and partners with corporate actions and middle-office teams to mitigate operational risk. The role requires institutional investment operations experience and knowledge of tax withholding regimes, securities products, and tax reporting systems.

Leads a large, geographically dispersed Deposit Claims organization of approximately 1,000 employees. Oversees fraud and claims operations, risk policies, controls, performance, resource allocation, customer outcomes, and operational efficiency. Partners with enterprise stakeholders across Fraud Operations, Risk, Compliance, Technology, Product, and Legal while developing senior leaders and succession pipelines.

Performs routine clerical and operations support tasks, including receiving, logging, batching, distributing, filing, photocopying, answering phones, and processing mail. Works under close supervision, follows established procedures, escalates issues, and maintains accuracy and production standards. The role requires cash-handling knowledge as a plus, computer-system navigation, 10-key data entry, physical standing, and lifting up to 50 pounds. Training lasts 90 days, with potential additional hours and on-site work in Charlotte, North Carolina.