Wells Fargo

Senior Associate, Senior Institutional Investment Operations Specialist

Wells Fargo$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of Institutional Investment Operations experience or equivalent.
  • Experience working with institutional clients.
  • Understanding of CMLSF transactions.
  • Strong communication skills.
  • Ability to analyze and resolve complex operational issues.

Responsibilities

  • Assist in lifecycle support for institutional trade flow.
  • Manage client account onboarding and cash payments.
  • Lead or participate in moderately complex initiatives and deliverables.
  • Identify and recommend opportunities for process improvement.
  • Provide leadership to resolve complex issues across teams.
  • Review and analyze complex operational tasks requiring evaluation.
  • Mentor and assist analysts in the team.

Benefits

  • Collaborative work environment with a focus on professional development.
  • Opportunity to lead and participate in significant industry initiatives.
  • Access to resources for ongoing training and skill enhancement.
  • Potential to influence process improvements and operational efficiencies.
  • Engagement in a fast-paced, challenging sector of finance.
Full Job Description

About this role:

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist for the CIB Loan Operations team.


In this role, you will:

  • Assist in lifecycle support for institutional trade flow

  • Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues

  • Lead or participate in moderately complex initiatives and deliverables

  • Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives

  • Identify and recommend opportunities for process improvement and risk control development

  • Provide leadership to bring groups together to resolve multi-faceted complex issues

  • Serve as a leader on projects along with internal and industry related initiatives

  • Review and analyze complex functional and operational tasks that require in-depth evaluation

  • Exercise independent judgment and resolution to guide the deliverable

  • Resolve moderately complex issues

  • Lead team to meet functional area projects, and process deliverables

  • Leverage solid understanding of functions, policies, procedures and compliance requirements

  • Mentor and assist analysts

  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals


Required Qualifications:

  • 4+ 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:

  • Experience working with institutional clients

  • Understanding of CMLSF transactions

  • Strong communication skills

  • Complex problem solving and analysis

  • Ability to analyze and resolve complex operational issues

  • Resolve moderately complex operational issue.

Job Expectations:

  • Willingness to work on-site in accordance with current office requirements

  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

  • Visa sponsorship is not available

Posting End Date:

29 Jul 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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