Wells Fargo is seeking a Institutional Investment Operations Specialist
In this role, you will:
- Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
- Assist leadership in bringing individual or teams together in order to resolve complex issues
- Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
- Provide subject matter expertise on projects along with internal and industry related initiatives
- Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
- Present recommendations for resolving complex 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
- Design, develop, and maintain reconciliation solutions using Xceptor.
- Support onboarding of new reconciliations and enhancements to existing processes.
- Build and maintain automated data ingestion, transformation, matching, and exception management workflows.
- Partner with Operations, Technology, and Business teams to gather requirements and deliver technical solutions.
- Investigate and resolve production issues, perform root cause analysis, and implement sustainable fixes.
- Support audit, compliance, and documentation requirements.
- Drive process improvements, automation opportunities, and control enhancements.
- Identify key issues, risks, trends, and improvement opportunities and communicate them to stakeholders.
- Participate in project delivery, testing, implementation, and post-production support activities.
- Provide production support and knowledge transfer to Operations teams.
- Strong hands-on experience in Xceptor development and support.
- Experience building reconciliation workflows, matching logic, exception management, and reporting solutions.
- Understanding of Capital Markets/CIB Operations and reconciliation processes.
- Strong analytical, troubleshooting, and problem-solving skills.
- Ability to multitask and manage competing priorities in a fast-paced environment.
- Excellent verbal and written communication skills.
- Ability to work effectively with Business, Operations, and Technology partners.
- Experience with Alteryx, Power BI, SQL, Python, VBA, or similar automation/reporting tools.
- Understanding of trade lifecycle and financial markets products.
- Experience with process automation and operational control frameworks.
- Exposure to audit, regulatory, and risk management initiatives.
- Detail-oriented, results-driven, and able to work in a high-demand environment while balancing multiple priorities.
- Open to supporting APAC, EMEA, and US business requirements, as applicable.
- Ownership & Accountability
- Technical Expertise
- Problem Solving & Analytics
- Stakeholder Management
- Effective Communication
- Innovation & Automation Mindset
- Teamwork & Collaboration
- Continuous Improvement
15 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
- Strong hands-on experience in Xceptor development and support
- Experience building reconciliation workflows, matching logic, exception management, and reporting solutions
- Understanding of Capital Markets or CIB Operations and reconciliation processes
- Strong analytical, troubleshooting, and problem-solving skills
- Ability to multitask and manage competing priorities in a fast-paced environment
- Excellent verbal and written communication skills
- Ability to work effectively with Business, Operations, and Technology partners
- Experience with Alteryx, Power BI, SQL, Python, VBA, or similar automation and reporting tools
- Understanding of trade lifecycle and financial markets products
- Experience with process automation and operational control frameworks
- Exposure to audit, regulatory, and risk management initiatives
Wells Fargo Compensation & Benefits Highlights
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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).
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Retirement Support — A robust 401(k) program includes an employer match for eligible employees, with specifics laid out in plan materials and filings.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for eligible primary caregivers, alongside fertility coverage, adoption/surrogacy reimbursement, and lactation support.
Wells Fargo Insights
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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