Top Operations Jobs

Supports philanthropic and trust teams with client account administration, money movement, liquidity monitoring, onboarding, closures, forms, KYC updates, compliance, and risk procedures. Coordinates with portfolio managers, operations teams, relationship partners, and clients to provide accurate communication and responsive service. Maintains organized records, prepares educational materials, serves as a technical resource, and supports junior colleagues while managing multiple priorities.

Supports business execution, operational risk management, data quality, and process improvement. Analyzes compliance and business metrics, identifies root causes, develops sustainable procedures, coordinates data intake and defect remediation, tests data management tools, and prepares reporting for risk and control forums. The role also presents recommendations, facilitates stakeholder collaboration, supports strategic initiatives, and provides direction to less experienced staff.

Processes and reviews securities operations activities involving account opening and maintenance, cash operations, cash management, onboarding, due diligence, risk controls, exception resolution, and operational reporting. Supports alternative investment administration, testing, process migrations, documentation, and continuous improvement while collaborating with clients, counterparties, auditors, and internal stakeholders. Provides guidance to less-experienced team members without formal management responsibility.

Manage a team processing money movement transactions, including ACH, wires, checks, and journals for trust clients. Ensure accurate, compliant execution; provide coaching and escalation support; improve processes and risk controls; manage staffing and financial resources; collaborate with business and senior leaders; and drive strategic objectives, governance, regulatory compliance, operational risk reduction, and talent development.

Manages the end-to-end collateral lifecycle for derivatives, repos, forwards, MBS, and FX transactions. Responsibilities include reconciling trade positions, resolving margin disputes, validating mark-to-market exposures, processing collateral calls, coordinating with internal teams, preparing reports, training staff, improving controls, and supporting system enhancements and user acceptance testing. The role requires strong derivatives knowledge, analytical ability, attention to detail, and familiarity with capital markets systems and collateral platforms.

Supports financial advisors with client service, account establishment, administrative activities, appointment preparation, account research, approved security order entry, referrals, marketing assistance, and regulatory recordkeeping. Serves as a liaison for referral sources and helps maintain client relationships while following brokerage compliance requirements.

Leads teller-line operations, risk controls, scheduling, customer service, issue resolution, compliance, and team performance at a Wells Fargo branch. Coaches and develops employees, manages staffing and financial resources, supports hiring, resolves escalated concerns, and refers customers interested in dwelling-secured products to qualified specialists. Requires customer service experience, leadership experience, regulatory awareness, and availability for most Saturdays.

Leads teller-line operations, risk controls, scheduling, customer support, compliance, and issue resolution within a branch. Coaches and develops direct reports, manages staffing and financial resources, supports hiring, improves customer and colleague experiences, and refers customers interested in dwelling-secured products to qualified team members. Requires Saturday availability and compliance with Loan Originator regulations and screening requirements.

Leads investment performance data management and alternative investment operations, overseeing account data integrity, reconciliations, reporting, controls, risk mitigation, vendor due diligence, and process improvements. Manages operations professionals, allocates resources, develops policies, supports projects, and partners with technology, vendors, and business stakeholders. The role also oversees financial reporting, tax reporting, client services, and third-party distribution while mentoring staff and ensuring regulatory compliance.

Leads teller operations, risk controls, scheduling, customer service, issue resolution, compliance, and daily branch performance. Coaches and develops direct reports, manages staffing and financial resources, supports hiring, and escalates operational concerns. The role requires customer engagement, regulatory adherence, cash-handling awareness, and referral of interested customers to qualified loan-originator personnel. Most Saturdays may be required.