Senior Institutional Investment Operations Representative

About this role:

Wells Fargo is seeking a Senior Institutional Investment Operations Representative to support effective and efficient investment operations. The role focuses on operational excellence, execution discipline, effective controls, and consistent delivery of services, helping strengthen the company’s overall risk and control environment.

In this role, you will:

• Perform moderately complex operational activities related to institutional investment transactions, applying knowledge of relevant systems, processes, and procedures
• Process and reconcile transactions, research inquiries, and resolve operational issues within established procedures and timelines
• Review time-sensitive documents and information to support accurate and timely processing
• Identify and recommend opportunities to improve processes, operational efficiency, and execution
• Support audit requirements and address compliance and corporate governance matters within the assigned process
• Lead or participate in projects and process improvement or transformation initiatives within the scope of responsibility
• Exercise independent judgment in completing assigned responsibilities while developing knowledge of applicable functions, policies, procedures, systems, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve business objectives
• Interact with internal and external customers in accordance with established processes and procedures
• Provide training, guidance, and work direction to less experienced team members

Required Qualifications:

• 2+ years of Institutional Investment Operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Experience in payment operations and working with Standard Settlement Instructions (SSI)
• Ability to communicate clearly and effectively with internal and external stakeholders

Desired Qualifications:

• Strong analytical and problem-solving skills with the ability to research and resolve operational issues
• Ability to manage multiple priorities and meet time-sensitive deadlines

Job Expectation

• Timing will be 4:30pm to 1:30pm.

• Effective communication and collaboration skills to work with internal teams and business partners.

Posting End Date: 

*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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.