Lead Securities Operations Specialist

Posted 5 Hours Ago
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Charlotte, NC, USA
Hybrid
100K-179K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Lead and coordinate Forms Administration & Publications for Wealth and Investment Management Operations. Partner with content owners, Legal, Compliance, and vendors to create, revise, publish and govern InfoMAX/OpsMAX/Trust Services content, ensure accessibility and compliance, manage workflows, track results, resolve content issues, and maintain project repositories and service levels.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Lead Securities Operations Specialist to join the Wealth and Investment Management Operations team. Learn more about the career areas and business divisions at wellsfargojobs.com .
The Forms Administration & Publication Team, within WIM Operations, coordinates with multiple areas across the firm to manage the integrity of InfoMAX/OpsMAX/Trust Services publishing content for all business channels.
The Lead Securities Operations Specialist position works with content owners, Legal, Compliance and other key stakeholders to develop new / revise existing content, track changes and gather approvals through the governance process. Additionally, this role assists content owners with mitigating key risks related to their content, such as compliance with accessibility requirements related to the Americans with Disabilities Act (ADA).
In this role, you will:
  • Lead or execute Forms Administration & Publications-based initiatives and activities for WIM Operations
  • Track and measure results to ensure they are in line with intended outcomes and business objectives
  • Partner with other teams to ensure alignment of cross-Enterprise strategies
  • Lead/Coordinate workflow and assignment of work within the immediate team
  • Partner with content owners and business channels to create, revise, customize and maintain InfoMAX/OpsMAX/Trust Services Publishing content.
  • Serve as liaison to various corporate groups and third-party vendors for publishing and distribution
  • Be responsible for content related problem resolution and service level oversight
  • Maintain accurate project information in the associated repositories, project databases and server archives as needed
  • Be responsible for following WIM Operations / OpsMAX/Trust Services Publishing Policies and Procedures
Required Qualifications:
  • 5+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Leadership experience with ability to effectively manage and engage teams
  • JIRA experience
  • Brokerage operations experience
  • InfoMAX/OpsMAX publishing experience
  • Policy Governance Platform (PGP) experience
  • SDL experience
  • Effective verbal and written communications skills
  • Strong attention to detail to ensure published content is accurate and complete
  • Strong prioritization and follow-up skills
  • Experience establishing and maintaining effective working relationships
  • Experience with ADA accessibility
  • Proficiency in Microsoft Office software tools (Co-pilot Excel, Word, PowerPoint)
  • Experience with Adobe PDF
  • SharePoint experience
  • Project management experience
Job Expectations:
  • This position offers a hybrid work schedule at the location listed
  • This position is not eligible for Visa sponsorship
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$100,000.00 - $179,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Posting End Date:
4 Jul 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.
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.
#BI-Hybrid

Skills Required

  • 5+ years of Securities Operations experience
  • Leadership experience managing and engaging teams
  • JIRA experience
  • Brokerage operations experience
  • InfoMAX/OpsMAX publishing experience
  • Policy Governance Platform (PGP) experience
  • SDL experience
  • Experience with ADA accessibility for published content
  • Proficiency in Microsoft Office tools (Excel, Word, PowerPoint) including Co-pilot features
  • Experience with Adobe PDF
  • SharePoint experience
  • Project management experience
  • Strong verbal and written communication skills, attention to detail, prioritization and follow-up skills

Wells Fargo Compensation & Benefits Highlights

  • Healthcare Strength Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
  • Parental & Family Support Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
  • Retirement Support Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.

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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 $2.1 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 once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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