Institutional Investment Operations Associate - FX Account Maintenance

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Charlotte, NC, USA
Hybrid
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
About this role:
Wells Fargo is seeking an Institutional Investment Operations Associate on our FX Account Maintenance team.
In this role, you will:
  • Participate in lifecycle support tasks for FX institutional trade initiatives and
  • Work on client account onboarding, input and monitoring of client reference data, maintenance of Standard Settlement Instructions and collaborate on project work
  • Provide subject matter expertise on process enhancements
  • Assist stakeholders in bringing individual or teams together in order to resolve issues
  • Identify opportunity for process improvements and communicate those to leadership
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:
  • 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
  • Knowledge and experience supporting Foreign Exchange (F/X), Derivatives or Money Market Lines of Business
  • Knowledge and understanding of capital markets products, industry trends, regulatory changes, and industry-wide best practices within Account Maintenance processes
  • Ability to use banking software, desktop software, email, and FX specific applications
  • Knowledge of FX business, international finance, and Standard Settlement Instructions. (SSI0)
  • Knowledge of CMR, OPICS, Calypso, COBAM, and CID is a plus.
  • Experience partnering with global teams
  • Organizational skills, attention to detail, and adherence to strict deadlines in a fast-paced environment
  • Ability to understand and work with data
  • Good interpersonal and communication skills

Job Expectations:
  • Ability to work at the posted location - 550 South Tryon, Charlotte, NC
  • Ability to work a hybrid schedule, at least 3 days a week working in office.
  • Ability to work a rotating scheduled between the hours of 8:30am - 7pm Monday - Friday

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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