Institutional Investment Operations Specialist

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About this role:
Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Cash Management team as a part of our Corporate Investment Banking (CIB) Operations Division. The cash management team sits within funding operations and is primarily responsible for:

• Executing client inter-company cash transfers and bookkeeping entries
• Collaborating with FCL and other internal business partners to onboard new business as needed

The Funding Operations team sits within WFS Broker Dealer Operations and primarily supports the Funding Capital Liquidity Team (FCL), FCM, Prime Brokerage, as well as custody customers of WFS. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:

• Perform user acceptance testing for system enhancements
• Ensure daily cash and collateral margin settlements are approved and processed in a timely manner
• Responsible for documenting and maintaining standard operating procedures
• Funding internal and external bank accounts across multiple currencies and Agent banks
• Processing customer and firm Fedwire and SWIFT wire transfers and check disbursements
• Researching and reconciling daily position and cash breaks
• Liaising with various support groups and trading desks to escalate and resolve issues in a timely fashion
• Participating in individual and group projects to drive process improvement and support business initiatives
• Ability to quickly assess the urgency around a problem or situation and escalate if needed
• Assist in strategic build out of payments infrastructure

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:

• Excellent verbal, written, and interpersonal communication skills
• FINRA registration including; Series 7 or 99
• A BS/BA degree or higher in Accounting, Finance, Economics, or Business Administration
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
• Effective organizational, multi-tasking, and prioritizing skills
• Solid problem-solving skills
• Sound analytical skills with high attention to detail and accuracy
• Foundational Microsoft Office skills
• Ability to work in a fast-paced deadline driven environment

Primary Posting Location:

• 1525 W W T Harris Blvd, Charlotte, North Carolina 28262-8522

Job Expectations:

• Ability to work additional hours as needed.
• This position offers a hybrid work schedule at the posted locations listed.
• Visa Sponsorship is not available for this position.

Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; foreign exchange, rates and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
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.
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.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
12 Jul 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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