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About this role:
Wells Fargo is seeking an Institutional Investment Operations Associate within our FX Account Maintenance team, part of the Corporate & Investment Banking (CIB) Operations division. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Participate in lifecycle support tasks for FX institutional trade initiatives and
Work on client account onboarding, input and monitoring of client reference data, maintenance of Standard Settlement Instructions and collaborate on project work
Provide subject matter expertise on process enhancements
Assist stakeholders in bringing individual or teams together in order to resolve issues
Identify opportunity for process improvements and communicate those to leadership
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Knowledge and experience supporting Foreign Exchange (F/X), Derivatives or Money Market Lines of Business
Knowledge and understanding of capital markets products, industry trends, regulatory changes, and industry-wide best practices within Account Maintenance processes
Ability to use banking software, desktop software, email, and FX specific applications
Knowledge of FX business, international finance, and Standard Settlement Instructions. (SSI0)
Knowledge of CMR, OPICS, Calypso, COBAM, and CID is a plus.
Experience partnering with global teams
Organizational skills, attention to detail, and adherence to strict deadlines in a fast-paced environment
Ability to understand and work with data
Good interpersonal and communication skills
Primary Posting Location:
550 S Tryon St, Charlotte, North Carolina 28202
Job Expectations:
Ability to work at the posted location - 550 South Tryon, Charlotte, NC
Ability to work a hybrid schedule, at least 3 days a week working in office.
Ability to work a rotating scheduled between the hours of 8:30am – 7pm Monday - Friday
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 completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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.
Posting End Date:
17 May 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.
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.
