Institutional Investment Operations Specialist - FX Cash Mgmt

About this role:
Wells Fargo is seeking an Institutional Investment Operations Specialist within the FX Cash Management team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com .
Responsible for managing the funding of over 200 Nostro accounts that Wells Fargo maintains in various currencies across the globe. The individual is expected to be the subject matter expert for a variety of platforms and functions. They will be accountable for a set of complex processes from initiation to completion. They will also be working in a global team environment so collaboration and coordination of information among various areas such as the trading, investigations, global relationship management, static data, technology, reconciliation is essential.
In this role, you will:

• Manage and initiate the funding between Wells Fargo's nostro accounts with other foreign banks in a time sensitive environment
• Reconcile discrepancies and troubleshoot and resolve issues arising the funding activities
• Provide monitoring and reporting of balances and other data for multiple parties
• Participate in lifecycle support tasks for FX trades and identify opportunity for process improvements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• Provide subject matter expertise on projects along with internal and industry related initiatives
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
• Be actively involved in improvements to the existing processes and systems and engage in projects related to that including but not limited to providing guidance, requirements, testing, etc.

Required Qualifications:

• 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Bachelor's degree in finance, Management, Accounting, and/or Economics
• Experience in Financial Services Operations/complex processes
• Knowledge of FX applications such as Opics, Pega, Intellimatch, Sapphire, etc.
• Experience in FX Wires Operations and/or FX Investigations
• Strong Business Writing and Communication Skills
• Ability to manage multiple tasks in a fast paced and fluid environment
• Ability to adapt and learn new systems, processes, and regulations quickly, and on a regular basis
• Strong analytical skills and attention to detail
• Ability to convey processes, procedures, guidelines, and analytics to variety of audiences
• Self-motivated and a strong desire for continued learning
• Intermediate Excel and other MS Office products skills
• Ability to work across multiple work streams to analyze business processes to determine appropriate solutions
• Ability to interact professionally with customers, business partners, peers, and upper management

Job Expectations:

• Ability to work a hybrid schedule
• Willingness to work on-site at stated location on the job opening
• Ability to work additional hours as needed
• This position is not eligible for Visa sponsorship

Posting Location:

• 1525 W W.T Harris Blvd, Charlotte, NC 28262

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Posting End Date:
15 Sep 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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