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Lead Institutional Investment Operations Manager

2 months ago


Charlotte, North Carolina, United States Wells Fargo Full time

Job Summary

As a Lead Institutional Investment Operations Specialist at Wells Fargo, you will be responsible for leading complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions. This includes client account onboarding, cash payments, customer service, funding or custodial operations, and securities settlement services.

Key Responsibilities

  • Develop and implement operational strategies to improve efficiency and reduce costs
  • Lead cross-functional teams to resolve complex operational issues
  • Provide exceptional customer service to institutional clients
  • Collaborate with internal stakeholders to ensure seamless trade flow and settlement
  • Stay up-to-date with industry trends and regulatory requirements

Requirements

  • 5+ years of experience in investment operations
  • Proven leadership and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment