Senior Institutional Investment Operations Specialist

About this role:
Wells Fargo seeks 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 ways to enhance the client and processing experience.
In this role, you will:

• Provide lifecycle support for the structured loan portfolio
• Coordinate client onboarding processes, manage payments, oversee internal customer service, handle funding operations, administer customer billing across the structured loan operations lifecycle
• Read, interpret, and apply knowledge for Loan Agreements
• Review and analyze complex operational tasks that require in-depth evaluation to drive resolution
• Contribute to large scale projects 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
• Candidates should have a thorough understanding of loan, securities, and finance terms and should be able to explain these topics to junior members and act as a risk control mitigator

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:

• 2+ years of experience working with Loan IQ and nCino
• 3 + years of experience reading, interpreting, translating, and applying lending knowledge for Loan Agreements
• Experience with wire transfers and money movement
• Ability to influence, gain buy-in, and negotiate with a diverse group of key business partners/stakeholders including senior management
• Advanced Microsoft Office (Word, PowerPoint, and Outlook) skills
• Ability to work in a fast-paced, deadline driven environment
• Experience communicating complex concepts effectively, in both written and verbal formats

• Experience developing partnerships and collaborating with other business and functional areas
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Posting Location:

• 550 South Tryon St, CHARLOTTE, NC 28202

Job Expectations:

• This position offers a hybrid work schedule at the posted location listed
• Relocation assistance is not available for this position
• Visa Sponsorship not available for this position

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:
10 Nov 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.
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.