Triparty Repo Funding Team Lead

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About this role:

Wells Fargo is seeking a Lead Institutional Investment Operations Specialist supporting the Triparty Repo Funding team as a Team Lead.

In this role, you will be responsible for:

Operational Leadership & Control -

• Oversee daily triparty repo funding, settlements, and collateral substitutions across BNY Mellon.
• Manage intraday funding priorities, exception queues, and cutoffs to ensure zero fail culture and optimal use of collateral.
• Own operational risk controls: reconciliations, break management, post‑trade validation, cash/position substantiation, and settlement controls.
• Serve as the primary escalation point for complex breaks, collateral misallocations, eligibility issues, and agent platform discrepancies.
• Maintain and enhance SOPs, desktop procedures, and control testing; support RCSA/ICFR/SOX evidence and audit readiness.

People Management -

• Help in leading, coaching, and developing a high‑performing team.
• Rebuild institutional knowledge via structured training, mentoring, and cross‑training programs; reduce key‑person risk.

Change, Projects, and Strategy -

• Drive triparty initiatives (e.g., automation, new products/clients, eligibility rule enhancements, GC vs. specials optimization).
• Partner with Product/FO/Tech to define requirements, prioritize backlog, and execute UAT for platform upgrades and interfaces.
• Lead root‑cause analysis and continuous improvements.
• Contribute to the future‑state operating model, shift coverage, and resiliency planning.

Stakeholder & External Management -

• Act as key liaison with Front Office, Treasury, Collateral Optimization, Market Risk, Credit Risk, and Middle Office.
• Manage service with triparty agents (SLAs, issue logs, service reviews) and ensure alignment on eligibility, haircuts, and settlement windows.
• Communicate status, risks, and metrics to senior leadership; prepare governance materials and incident post‑mortems.

Required Qualifications:

• 5+ 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:

• Deep knowledge of triparty repo operations, including agent platforms (e.g., BNY Mellon, JPMorgan, Euroclear) and collateral allocation mechanics.
• Experience managing funding, liquidity, or collateral operations within a large financial institution, ideally with exposure to front‑to‑back repo workflows.
• Strong people‑leadership skills, including coaching, workload management, and the ability to guide a high‑volume, high‑risk operations team.
• Expertise in operational risk and control frameworks, including break resolution, settlement controls, governance standards, and regulatory expectations.
• Ability to partner cross‑functionally with Front Office, Technology, Product, Risk, and Middle Office teams to drive initiatives and resolve escalations.
• Project management and change‑management experience, especially supporting system upgrades, UAT testing, automation efforts, or new triparty funding initiatives.
• Strong analytical, problem‑solving, and communication skills, with the ability to handle complex issues under time pressure and provide clear direction.
• Proficiency with Excel (pivot tables, lookups).
• Familiarity with collateral/funding tools (e.g., tri‑party portals, OMS/EMS, settlement systems).

Job Expectations:

• Hybrid - 3 days in office expectations at posted location. Relocation assistance is not available for this role.
• This role is not eligible for Visa sponsorship

Corporate & Investm