Senior Investment Operations Manager

6 days ago


Charlotte, North Carolina, United States Wells Fargo Full time
About the Role

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 expert guidance and support to team members to ensure high-quality service delivery.
Requirements
  • Minimum 5 years of experience in investment operations, with a focus on institutional trade flow functions.
  • Proven track record of leading complex initiatives and driving process improvements.
  • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.


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