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The Role
Leads Treasury and securities operations supporting cash positioning, liquidity management, funding, wire transfers, settlements, reconciliations, and account balancing. Resolves complex operational issues, strengthens risk controls, supports regulatory and audit activities, and coordinates with Treasury, Finance, Risk, Settlement, and Technology teams. Drives automation, workflow optimization, process improvements, operational transformation, business continuity, and knowledge-sharing initiatives.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Lead Securities Operations Specialist to join the Treasury Operations team within Wealth & Investment Management Operations. Treasury Operations is responsible for critical daily funding, liquidity management, reconciliation, and settlement activities that support operational funding requirements, cash positioning, and overall business continuity.
This role will serve as a subject matter expert supporting funding operations, risk management, process improvement initiatives, and operational resiliency efforts across Treasury Operations. Learn more about our career areas and lines of business at wellsfargojobs.com .
In this role, you will:
27 Aug 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.
#BI-Hybrid
Wells Fargo is seeking a Lead Securities Operations Specialist to join the Treasury Operations team within Wealth & Investment Management Operations. Treasury Operations is responsible for critical daily funding, liquidity management, reconciliation, and settlement activities that support operational funding requirements, cash positioning, and overall business continuity.
This role will serve as a subject matter expert supporting funding operations, risk management, process improvement initiatives, and operational resiliency efforts across Treasury Operations. Learn more about our career areas and lines of business at wellsfargojobs.com .
In this role, you will:
- Execute and oversee daily Treasury funding activities supporting Wealth & Investment Management Operations, including cash positioning, liquidity management, and settlement funding requirements
- Monitor and reconcile the BNY Operating DDA and other Treasury-related accounts to ensure accurate daily cash management, zero-balance administration, and operational funding support
- Determine, execute, and oversee daily funding requirements between external banking partners and internal Wells Fargo operating accounts, including CEO wire transfers and related funding transactions
- Lead complex operational activities involving funding operations, cash management, securities settlements, reconciliation processes, and money movement functions while ensuring adherence to policies, procedures, and regulatory requirements
- Review and analyze complex operational issues, funding discrepancies, reconciliation exceptions, and settlement-related challenges requiring evaluation of multiple risk, operational, and business factors
- Research and resolve complex escalated issues impacting Treasury Operations, funding activities, liquidity management, settlements, cash movement, and operational controls
- Exercise independent judgment in managing funding and settlement activities while identifying and implementing controls that minimize operational risk and potential business disruption
- Partner strategically with Treasury, Finance, Operations, Risk, Settlement, and Technology teams to support liquidity planning, funding forecasts, cash management objectives, and operational resiliency
- Lead and support large-scale initiatives, process improvements, and operational transformation efforts designed to improve efficiency, strengthen controls, reduce risk, and enhance operational effectiveness
- Identify opportunities for automation, workflow optimization, reconciliation enhancements, and process standardization across Treasury and Securities Operations functions
- Maintain subject matter expertise in Treasury funding operations, cash payments, reconciliation processes, securities settlements, custodial operations, and general ledger balancing activities
- Support regulatory, audit, risk, and control activities through effective execution of Treasury processes and adherence to operational governance standards
- Monitor daily securities and cash-related production activities, ensuring timely completion of critical funding, settlement, and liquidity obligations
- Lead implementation of new or revised processes, procedures, and initiatives that require coordination across multiple operational teams and may involve financial, operational, or risk-related impacts
- Contribute to business continuity planning, succession planning, cross-training efforts, and knowledge-sharing initiatives to strengthen team resiliency and reduce key-person dependency
- 5+ years of Securities Operations experience or equivalent demonstrated through work experience, military experience, education, or training
- 5+ years' experience supporting wire transfers, settlement processes, treasury operations, liquidity management, and/or cash management functions
- 5+ years experience working within securities settlements, custody operations, trust funding, or related Treasury functions
- Knowledge and understanding of BNY funding and settlement processes
- Experience supporting process automation, operational transformation, or workflow optimization initiatives
- Demonstrated experience utilizing Celonis, Power BI, Alteryx, Xceptor, SQL, or similar analytics tools
- Strong attention to detail and commitment to operational excellence and risk management
- Understanding of operational risk, controls, and compliance frameworks
- Ability to manage competing priorities in a deadline-driven environment
- Excellent verbal, written, and interpersonal communication skills
- Leadership skills including coaching, training, and mentoring
- Strong analytical and problem-solving skills
- Advanced Microsoft Office skills
- Ability to work a hybrid schedule
- Ability to work on-site at stated location on job posting
- This position is not eligible for Visa sponsorship
- Charlotte, North Carolina
27 Aug 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.
#BI-Hybrid
Skills Required
- 5+ years of Securities Operations experience or equivalent experience demonstrated through work experience, military experience, education, or training
- 5+ years of experience supporting wire transfers, settlement processes, treasury operations, liquidity management, and/or cash management functions
- 5+ years of experience working within securities settlements, custody operations, trust funding, or related Treasury functions
- Knowledge and understanding of BNY funding and settlement processes
- Experience supporting process automation, operational transformation, or workflow optimization initiatives
- Experience utilizing Celonis, Power BI, Alteryx, Xceptor, SQL, or similar analytics tools
- Strong attention to detail and commitment to operational excellence and risk management
- Understanding of operational risk, controls, and compliance frameworks
- Ability to manage competing priorities in a deadline-driven environment
- Excellent verbal, written, and interpersonal communication skills
- Leadership skills including coaching, training, and mentoring
- Strong analytical and problem-solving skills
- Advanced Microsoft Office skills
- Ability to work a hybrid schedule and on-site at the stated location
Wells Fargo Compensation & Benefits Highlights
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Retirement Support — Retirement support is anchored by a dollar‑for‑dollar 401(k) match on employee contributions after one year of service, with an additional non‑matching company contribution for some lower‑paid employees. Access to an employee stock purchase plan further expands long‑term savings opportunities.
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Parental & Family Support — Family supports include up to 16 weeks of paid parental leave available from the first day of employment, plus paid critical‑caregiving leave and extensive backup care options. Fertility, adoption, and surrogacy programs are highlighted with meaningful coverage and reimbursements, including a combined lifetime maximum up to $35,000 for eligible expenses.
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Healthcare Strength — Health coverage is comprehensive from day one, spanning medical, dental, vision, mental health, prescriptions, and preventive care often fully covered in‑network. Employer cost‑sharing is emphasized alongside no‑cost counseling through the EAP within plan limits.
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The Company
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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Wells Fargo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
