Senior Institutional Investment Operations Specialist

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About this role:
Wells Fargo is seeking a Senior Institutional Investment Operations Specialist for The Structured Products Group (SPG) Team in Corporate & Investment Banking (CIB) Lending Operations, supporting the firm's fastest-growing business. As this growth accelerates, so does the need to support our businesses and partners. The Senior Institutional Investment Operations Specialist will work to support complex deals, partner directly with the internal and external clients, and work to identify way to enhance the client and processing experience.
In this role, you will:

• Assist in lifecycle support for institutional trade flow
• Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as work to resolve confirmation and ISDA related issues
• Lead or participate in moderately complex initiatives and deliverables
• Contribute to large scale planning related to process, procedures, and efficiencies with internal and industry related initiatives
• Identify and recommend opportunities for process improvement and risk control development
• Provide leadership to bring groups together to resolve multi-faceted complex issues
• Serve as a leader on projects along with internal and industry related initiatives
• Review and analyze complex functional and operational tasks that require in-depth evaluation
• Exercise independent judgment and resolution to guide the deliverable
• Resolve moderately complex issues
• Lead team to meet functional area projects, and process deliverables
• Leverage solid understanding of functions, policies, procedures, and compliance requirements
• Mentor and assist analysts
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

• 4+ 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:

• 3 + years proficient working knowledge using Microsoft Excel spreadsheets
• 2+ years of experience working with Loan IQ and nCino
• 3 + years of experience reading, interpreting, translating, and applying lending knowledge for Loan Agreements
• Advanced Microsoft Office (Word, PowerPoint, and Outlook) skills
• Experience communicating complex concepts effectively, in both written and verbal formats
• Strong analytical skills with high attention to detail and accuracy
• Experience developing partnerships and collaborating with other business and functional areas
• Ability to drive and lead organizational change, prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Job Expectations:

• This position offers a hybrid work schedule
• 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.

Relocation assistance is not available for this position:
Location:
550 S Tryon St. Charlotte, NC
This position is not eligible for Visa Sponsorship
Job posting may come down early due to volume of applicants
Posting End Date:
27 Jul 2025
*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.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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