Institutional Investment Operations Specialist – FX Retail

About this role:

Wells Fargo is seeking an Institutional Investment Operations Specialist for the Foreign Exchange (FX) Retail Operations team within the Corporate & Investment Banking (CIB) Operations organization.

In this role, you will:

• Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
• Assist leadership in bringing individual or teams together in order to resolve complex issues
• Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
• Provide subject matter expertise on projects along with internal and industry related initiatives
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

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:

• 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
• Intermediate Excel and other MS Office products skills
• Bachelor's degree in finance, Management, Accounting and/or Economics
• 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, three (3) days in office and two (2) days remote; posted location 1525 W. W T Harris Blvd, Charlotte, NC
• This position is not eligible for Visa sponsorship
• Relocation assistance not available for this position

Posting End Date: 

16 Mar 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.