Institutional Investment Operations Specialist - FX Account Maintenance

About this role:
Wells Fargo is seeking an Institutional Investment Operations Specialist within the FX Account Maintenance team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com .
This resource will play a vital role in SSI (Standard Settlement Instructions) Maintenance, a core function that directly impacts the accuracy and timeliness of trade settlements. This role is essential for maintaining maker-checker controls on all instruction requests.
In this role, you will:

• Participate in lifecycle support tasks for FX institutional trade initiatives and identify opportunity for process improvements
• Assist leadership in bringing individual or teams together in order to resolve issues
• Assist in 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 projects and process enhancements
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• Present recommendations for resolving situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

• 2+ 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:

• Knowledge and understanding of all capital markets products, industry trends, regulatory changes, and industry-wide best practices within Static Data processes
• Proficient Knowledge of the Counterparty Data Management Processes and experience in client Onboarding, SSI data Setups for different Product lines and preferably FX and Derivative Products
• Strong knowledge and experience supporting Foreign Exchange (FX), Derivatives and Money Market Lines of Business
• Familiar and be able to operate FX systems of records including OPICS, CMR, CID, WCIS, and Calypso
• Understanding of currency rules, MT messages, and standard settlement instructions is preferable
• Experience with offboarding and entity management functions and key concepts
• Experience partnering with offshore (non-U.S.) teams
• Experience identifying and recommending process improvements in complex, institutional banking environment.
• Understanding of key operational risk components, including quality across all aspects of a risk function
• Ability to understand and work with data, including creating alignment among various data sources, developing trends, and creating risk-based analytics from multiple information sources
• Strong organizational skills, attention to detail, and adherence to strict deadlines in a fast -paced environment
• Demonstrating risk management discipline and problem-solving skills
• Good interpersonal and communication skill

Job Expectations:

• Ability to work a hybrid schedule
• Willingness to work on-site at stated location on the job opening
• Ability to work additional hours as needed
• This position is not eligible for Visa sponsorship

Posting Location:

• 550 S Tryon St, Charlotte, NC 28202

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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.
Posting End Date:
18 Nov 2025
*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.