Senior Institutional Investment Operations Specialist

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About This Role

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within the Client Maintenance team as part of Corporate & Investment Banking Operations.

In This Role, You Will:

• Perform complex client and account maintenance activities supporting client data changes, account opening, and ongoing account maintenance.
• Maintain client and account reference data within systems of record and downstream applications, ensuring requests are completed accurately and within established service-level expectations.
• Support the setup and maintenance of Standard Settlement Instructions (SSIs) and other client or account-level data used to support downstream processing.
• Research and resolve complex client and account data issues, exercising independent judgment and partnering with appropriate business, operations, and technology teams as needed.
• Review reports and perform quality checks to validate the accuracy and completeness of client and account setups and maintenance activities.
• Partner with technology teams on client data application changes and enhancements, including user acceptance testing, regression testing, and production validation.
• Participate in projects, remediation efforts, process improvements, and strategic initiatives impacting Client Maintenance.
• Identify opportunities to strengthen operational processes, controls, data quality, and efficiency.
• Support operational risk and control activities, including issue identification, escalation, and remediation.
• Develop and maintain procedures and support cross-training and knowledge sharing across the team.
• Provide subject matter expertise to peers and business partners on Client Maintenance processes and complex requests.
• Collaborate with peers, managers, front-office partners, operations teams, and technology partners to resolve issues and achieve business objectives.

Required Qualifications, US

• 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

• Knowledge of Capital Markets operations, Client Data Operations, client and account reference data, and Standard Settlement Instructions (SSI).
• Working knowledge of applications such as CID, COBAM, Calypso, LoanIQ, or Broadridge.
• Experience working within operational risk and control frameworks.
• Strong analytical, research, decision-making, and problem-solving skills.
• Project management or project-support experience is a plus.
• Ability to exercise independent judgment when evaluating complex operational issues.
• Strong attention to detail with a focus on data quality and accuracy.
• Ability to manage multiple priorities and deliver within established service-level expectations.
• Strong written and verbal communication skills with the ability to collaborate across Operations, Technology, and business partners.
• FINRA SIE and/or Series 99

Job Expectations

• This position is NOT eligible for Visa sponsorship
• Hybrid role with at least 3 days required in assigned office location
• Fully remote work locations are not available for this role. If you are not in a location listed on the posting, you must commit to relocation within an agreed upon timeframe.
• Relocation assistance is not available for this position.