About this role:
Wells Fargo is seeking a Lead Institutional Investment Operations Specialist with experience in Foreign Exchange (FX) Operations to join the Corporate and Investment Banking group within Wholesale Operations.
In this role, you will:
- Monitor, input, and process cash related transactions, customer service, project support, funding operations, settlement services, trade reconciliation, researching inquiries, reviewing time sensitive and/or complex documents as well as work to resolve payment or trade related issues
- Review SWIFT messages ensuring all required information such as settlement instructions are provided by remitter.
- Assist leadership in bringing individual or teams together to resolve complex issues
- Provide subject matter expertise on projects along with internal and industry related initiatives
- Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
- Will provide mentoring, training and/or work direction to junior level staff.
- Back-up for other desks.
- Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Lead projects and teams, or serve as a peer mentor
- Work under minimal supervision
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- 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong background within the Foreign Exchange Operations space: reconciliation, investigations, spots, forwards, swaps, confirmation platforms related to payments/SWIFT
- Data Analytics experience (for example: capacity reporting)
- Ability to consistently apply an analytical mindset while resolving complex customer services issues as the point of escalation
- Involvement with process review, enhancement, and collaboration, with a focus on process efficiency
- Demonstrated partnership with groups such as Audit, Compliance, and others related to regulatory matters
- Strong attention to detail and accuracy skills
- Advanced Microsoft Office skills
- Excellent verbal, written, and interpersonal communication skills
- Effective organizational, multi-tasking, and prioritizing skills
- Previous client facing experience, operations, financial services, business processing
- Capability to work independently, proactively, innovatively, and creatively while exercising sound judgment
- Demonstrate ability to consistently meet/exceed stated goals and objectives
- Ability to work under pressure
- This position is not eligible for Visa sponsorship
- Candidate must be based out of posted location
- Relocation assistance not available for this position
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.
Posting End Date:
17 Oct 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.