Lead and coordinate Forms Administration & Publications for Wealth and Investment Management Operations. Partner with content owners, Legal, Compliance, and vendors to create, revise, publish and govern InfoMAX/OpsMAX/Trust Services content, ensure accessibility and compliance, manage workflows, track results, resolve content issues, and maintain project repositories and service levels.
About this role:
Wells Fargo is seeking a Lead Securities Operations Specialist to join the Wealth and Investment Management Operations team. Learn more about the career areas and business divisions at wellsfargojobs.com .
The Forms Administration & Publication Team, within WIM Operations, coordinates with multiple areas across the firm to manage the integrity of InfoMAX/OpsMAX/Trust Services publishing content for all business channels.
The Lead Securities Operations Specialist position works with content owners, Legal, Compliance and other key stakeholders to develop new / revise existing content, track changes and gather approvals through the governance process. Additionally, this role assists content owners with mitigating key risks related to their content, such as compliance with accessibility requirements related to the Americans with Disabilities Act (ADA).
In this role, you will:
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$100,000.00 - $179,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
4 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.
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.
#BI-Hybrid
Wells Fargo is seeking a Lead Securities Operations Specialist to join the Wealth and Investment Management Operations team. Learn more about the career areas and business divisions at wellsfargojobs.com .
The Forms Administration & Publication Team, within WIM Operations, coordinates with multiple areas across the firm to manage the integrity of InfoMAX/OpsMAX/Trust Services publishing content for all business channels.
The Lead Securities Operations Specialist position works with content owners, Legal, Compliance and other key stakeholders to develop new / revise existing content, track changes and gather approvals through the governance process. Additionally, this role assists content owners with mitigating key risks related to their content, such as compliance with accessibility requirements related to the Americans with Disabilities Act (ADA).
In this role, you will:
- Lead or execute Forms Administration & Publications-based initiatives and activities for WIM Operations
- Track and measure results to ensure they are in line with intended outcomes and business objectives
- Partner with other teams to ensure alignment of cross-Enterprise strategies
- Lead/Coordinate workflow and assignment of work within the immediate team
- Partner with content owners and business channels to create, revise, customize and maintain InfoMAX/OpsMAX/Trust Services Publishing content.
- Serve as liaison to various corporate groups and third-party vendors for publishing and distribution
- Be responsible for content related problem resolution and service level oversight
- Maintain accurate project information in the associated repositories, project databases and server archives as needed
- Be responsible for following WIM Operations / OpsMAX/Trust Services Publishing Policies and Procedures
- 5+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Leadership experience with ability to effectively manage and engage teams
- JIRA experience
- Brokerage operations experience
- InfoMAX/OpsMAX publishing experience
- Policy Governance Platform (PGP) experience
- SDL experience
- Effective verbal and written communications skills
- Strong attention to detail to ensure published content is accurate and complete
- Strong prioritization and follow-up skills
- Experience establishing and maintaining effective working relationships
- Experience with ADA accessibility
- Proficiency in Microsoft Office software tools (Co-pilot Excel, Word, PowerPoint)
- Experience with Adobe PDF
- SharePoint experience
- Project management experience
- This position offers a hybrid work schedule at the location listed
- This position is not eligible for Visa sponsorship
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$100,000.00 - $179,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
4 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.
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.
#BI-Hybrid
Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
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