Senior Specialist - Institutional Investment Operations

Senior Institutional Investment Operations Specialist

About this role:

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist to drive operational excellence, digital transformation, and intelligent automation across Institutional Investment Banking Operations. This role combines deep operations expertise with strong hands-on experience in ETL, analytics platforms, Power Platform, and applied AI to deliver scalable, compliant, and value-driven solutions

In this role, you will:

•    Lead end-to-end lifecycle support across Institutional Investment Banking Operations, including trade processing, settlements, funding, custody, asset servicing, and reconciliations
•    Drive operational transformation using ETL and automation tools such as Alteryx, Xceptor, Power Automate, Power Apps, and related platforms
•    Design, develop, and govern data pipelines, operational dashboards, and analytics solutions using Tableau, Power BI, and enterprise data sources
•    Apply AI and advanced analytics (e.g., intelligent document processing, predictive analytics, anomaly detection) to improve accuracy, efficiency, and risk controls
•    Manage and optimize client onboarding, cash and payments processing, securities settlement, custodial operations, structured products, and general ledger reconciliations
•    Lead or participate in complex, cross-functional initiatives spanning operations, technology, risk, and compliance
•    Identify, assess, and implement opportunities for process optimization, straight-through processing (STP), and control enhancements
•    Provide thought leadership and execution oversight for large-scale efficiency, automation, and transformation programs
•    Review and analyze complex operational workflows, data flows, and control frameworks requiring in-depth evaluation and judgment
•    Exercise independent judgment to resolve complex operational, data, or technology issues
•    Serve as a senior project leader across internal and industry-wide initiatives
•    Partner with stakeholders across Operations, Technology, Risk, Compliance, and Business to achieve strategic objectives
•    Mentor, coach, and develop analysts and junior team members, fostering a strong automation and analytics culture

Required Qualifications:

• 4+ 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:

• Experience in Investment Banking or Capital Markets Operations (e.g., Securities Ops, Funding Ops, Middle office)
  •    Advanced expertise in Alteryx, Xceptor, Tableau, Power BI, Power Automate, and Power Apps
  •    Experience applying AI/ML or intelligent automation within operations
  •     Strong experience in operations transformation, process re-engineering, or automation initiatives
  •    Hands-on or leadership experience with ETL, workflow automation, or analytics tools (e.g., Alteryx, Xceptor, Power Platform, Tableau, Power BI)
  •    Proven ability to lead complex initiatives, influence stakeholders, and deliver measurable outcomes.
• Strong understanding of operational risk, regulatory controls, SOX, audit, and compliance frameworks
  •    Experience leading large-scale transformation, efficiency, or cost-save programs
  •    Excellent stakeholder management, communication, and executive presentation skills
  •    Prior experience mentoring teams and building analytics or automation capabilities

Job Expectations:
•    Ability to work in a highly regulated, risk-aware environment
•    Strong ownership mindset with accountability for delivery and outcomes
•    Flexibility to support global stakeholders across time zones
•    Commitment to continuous improvement, innovation, and operational excellence
•    Adherence to Wells Fargo’s compliance, risk, and governance standards

Posting End Date: 

30 May 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.