Institutional Investment Operations Manager

Posted 11 Hours Ago
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Bengaluru, Bengaluru Urban, Karnataka, IND
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads institutional investment operations teams supporting derivative trade lifecycles, onboarding, settlements, confirmations, documentation, payments, reconciliations, and risk controls. Manages people and resources, resolves complex operational issues, drives process improvements and technology initiatives, develops policies, collaborates with senior stakeholders across business functions, and oversees talent development and hiring.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Institutional Investment Operations Manager
In this role, you will:
  • Manage and develop team of individual contributors and managers working on complex issues
  • Support the lifecycle of Institutional trades while managing a larger group or multiple groups covering the following functions; client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues
  • Identify and recommend opportunities for process improvement and risk control development
  • Collaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organization
  • Resolve complex issues and processes within Institutional Investment Operations
  • Make decisions and resolve issues regarding resources, objectives and operations of functional area and team to meet business objectives
  • Interpret and develop policies and procedures for functions with low to moderate complexity
  • Collaborate and influence all levels of professionals including more experienced managers
  • Lead team to achieve objectives and strategy
  • Manage allocation of people and financial resources for Institutional Investment Operations group
  • Mentor and guide talent development of direct reports and assist in hiring talent
Required Qualifications:
  • 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of Leadership experience
Required Qualifications:
  • 5+ years of experience in Derivatives Operations with extensive knowledge of OTC Derivative products and trade lifecycle processes.
  • 5+ years of people leadership experience managing and developing teams across multiple locations in India, with a focus on performance, engagement, and operational excellence.
  • FINRA Series 99 certification or ability to obtain certification
  • Strong expertise in Derivative Confirmations, Settlements, Documentation, and Operational Risk Management.
  • Deep understanding of ISDA documentation, industry standards, and regulatory requirements impacting Derivatives operations.
  • Experience leading operational transformation, process improvement, and technology-driven initiatives.
  • Proven ability to influence senior stakeholders and collaborate across Front Office, Risk, Compliance, Legal, Technology, and Operations functions.
  • Strong analytical, decision-making, and problem-solving capabilities.
Preferred Leadership Attributes:
  • Strategic and forward-thinking leader with a strong risk mindset.
  • Experience leading global teams and managing complex stakeholder relationships.
  • Strong focus on operational excellence, talent development, and succession planning.
  • Ability to drive cultural change, innovation, and organizational effectiveness while maintaining a robust control environment.
Posting End Date:
9 Sep 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.

Skills Required

  • 5+ years of institutional investment operations experience or equivalent experience, training, military experience, or education
  • 2+ years of leadership experience
  • 5+ years of derivatives operations experience with extensive knowledge of OTC derivative products and trade lifecycle processes
  • 5+ years of people leadership experience managing and developing teams across multiple locations in India
  • FINRA Series 99 certification or ability to obtain it
  • Expertise in derivative confirmations, settlements, documentation, and operational risk management
  • Deep understanding of ISDA documentation, industry standards, and regulatory requirements affecting derivatives operations
  • Experience leading operational transformation, process improvement, and technology-driven initiatives
  • Ability to influence senior stakeholders and collaborate across Front Office, Risk, Compliance, Legal, Technology, and Operations
  • Strong analytical, decision-making, and problem-solving skills
  • Experience leading global teams and managing complex stakeholder relationships
  • Experience with talent development and succession planning

Wells Fargo Compensation & Benefits Highlights

  • Healthcare Strength Health coverage begins on day one with comprehensive medical, dental, and vision options, and the company subsidizes a substantial share of premiums for U.S. employees (varying by compensation band).
  • Retirement Support A robust 401(k) program includes an employer match for eligible employees, with specifics laid out in plan materials and filings.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for eligible primary caregivers, alongside fertility coverage, adoption/surrogacy reimbursement, and lactation support.

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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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