About this role:

Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Cash Projection team as part of Corporate and Investment Banking (CIB) Operations. Learn more about the career areas and business divisions at wellsfargojobs.com.

The Funding Projection team provides intraday cash and collateral projections to the traders in both Charlotte and London. In addition to forecasting cash and collateral balances and movements, the team produces reporting associated with intraday liquidity for CMLM, Corporate Treasury, and other internal business partners.

In this role, you will:

• Prepare and validate multi-currency and multi-correspondent bank cash projections for utilization by the Front Office to secure necessary funding

• Ensuring that all Front Office projection related inquiries are tracked and responded to expediently

• Performing ad hoc reconciliations and data analysis as needed for reporting to internal business partners

• Liaising with various operational support groups and trading desks to escalate and resolve conflicts in a timely manner, drive process improvements and support business initiatives

• Identify opportunities for optimization as well as proposing and implementing solutions to enhance processes, mitigate risk, reduce cost, and increase efficiency

• Evaluating current and future needs, and communicating and collaborating with internal stakeholders and technology partners to develop strategic solutions

• Influence and lead broader work team to meet deliverables and drive new 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

Required Qualifications:

• 5+ 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:

• Cash Projection experience

• Working knowledge of Prime Brokerage, Stock Loan and Tri-Party operations

• FINRA series 99 or 7 license preferred

• Effective organizational and prioritizing skills

• Excellent verbal, written, and interpersonal communication skills

• Preferred experience processing in Broadridge applications such as BPS, Gloss and Impact

Job Expectations:

• Ability to work a hybrid schedule

• Willingness to work on-site at stated location on the job opening

• This position is not eligible for Visa sponsorship

Posting Locations:

• 550 S Tryon St, Charlotte, NC 28202

• 1525 W W.T Harris Blvd, Charlotte, NC 28262

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:

*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.