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Lead Institutional Investment Operations Manager
2 months ago
We are seeking a highly skilled Senior Investment Operations Manager to lead our institutional investment operations team at Wells Fargo.
Key Responsibilities- Lead complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions.
- Oversee client account onboarding, cash payments, customer service, funding or custodial operations, and securities settlement services.
- Develop and implement process improvements to enhance operational efficiency and customer satisfaction.
- Collaborate with cross-functional teams to ensure seamless execution of trade flow functions.
- Provide guidance and support to team members to ensure they have the necessary skills and knowledge to perform their duties.
- Minimum 5 years of experience in investment operations, with a focus on institutional trade flow functions.
- Proven track record of leading complex initiatives and implementing process improvements.
- Strong understanding of operational and customer service principles.
- Excellent communication and leadership skills.
