About this role:
Wells Fargo is seeking a Senior Institutional Investment Operations Representative to support critical investment operations activities across the trade lifecycle. In this role, you will manage complex operational processes, collaborate with internal and external stakeholders, drive process improvements, and help ensure operational excellence, risk management, and exceptional client service.
In this role, you will:
- Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems.
- Provide ideas for improving or implementing processes.
- Perform moderately complex duties such as processing, researching inquiries, and reconciling transactions.
- Review time-sensitive documents.
- Provide training or work direction to less experienced staff.
- Support audit requirements within the process.
- Address compliance and corporate governance issues for the department.
- Lead or participate in projects.
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
- Interact with internal and external customers as per prescribed process or procedure.
- Identify and drive process re-engineering or transformation opportunities within the process.
- Receive direction from leaders and exercise independent judgment while developing knowledge of function, policies, procedures, and compliance requirements.
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, or education.
Desired Qualifications:
- MBA/ bachelor’s degree in finance preferred.
- 2+ years of experience in the securities Operations background preferably.
- Energetic individual who can work well under pressure and in a team environment with demanding deadlines.
- Candidate should have understanding of Pre Matching, Trade Allocations, Affirmations/Confirmations in the US Domestic Market.
- Perform analysis of low affirmation rates with counterparties and client outreach.
- Sound and strong knowledge of Pre-Settlements/Settlements and trade lifecycle.
- Excellent process and product knowledge with the ability to interact effectively with clients, traders, and middle office teams.
- Excellent articulation and communication skills (written and verbal).
- Ability to deliver against strict deadlines and maintain a calm demeanor while dealing with issues and situations.
- Excellent email and time management skills.
Job Expectations:
- Understand the needs and sensitivities of internal and external clients and proactively ensure these are met.
- Build relationships with businesses and counterparties to ensure effective escalation and timely resolution of issues.
- Ensure all queues are cleared/completed as per procedure by end of day.
- Be willing to work night shifts, weekends, and US holidays as per business requirements.
Posting End Date:
23 Oct 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.
