Senior Institutional Investment Operations Specialist

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About this role:

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Cash Management team as a part of our Corporate Investment Banking (CIB) Operations Division. The cash management team sits within funding operations and is primarily responsible for:

• Executing client inter-company cash transfers and bookkeeping entries
• Collaborating with FCL and other internal business partners to onboard new business as needed

The Funding Operations team sits within WFS Broker Dealer Operations and primarily supports the Funding Capital Liquidity Team (FCL), Futures Commission Merchant (FCM), as well as custody customers of WFS. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Perform user acceptance testing for system enhancements
• Ensure daily cash and collateral margin settlements are approved and processed in a timely manner
• Responsible for documenting and maintaining standard operating procedures
• Funding internal and external bank accounts across multiple currencies and Agent banks
• Processing customer and firm Fedwire and SWIFT wire transfers and check disbursements
• Researching and reconciling daily position and cash breaks
• Liaising with various support groups and trading desks to escalate and resolve issues in a timely fashion
• Participating in individual and group projects to drive process improvement and support business initiatives
• Ability to quickly assess the urgency around a problem or situation and escalate if needed
• Assist in strategic build out of payments infrastructure

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:

• Excellent verbal, written, and interpersonal communication skills
• FINRA registration including; Series 7 or 99
• A BS/BA degree or higher in Accounting, Finance, Economics, or Business Administration
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
• Effective organizational, multi-tasking, and prioritizing skills
• Solid problem-solving skills
• Sound analytical skills with high attention to detail and accuracy
• Foundational Microsoft Office skills
• Ability to work in a fast-paced deadline driven environment

Primary Posting Location:

• 1525 W W T Harris Blvd, Charlotte, North Carolina 28262-8522

Job Expectations:

• Ability to work additional hours as needed.
• This position offers a hybrid work schedule at the posted locations listed.
• Visa Sponsorship is not available for this position.

Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; foreign exchange, rates and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

This position is subject to FINRA Background Screening Requirements, including successful