Wells Fargo

Senior Securities Operations Specialist - Citizen-Development/Analytics Transformation

Wells Fargo$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • >= 4 years of Securities Operations experience or equivalent.
  • Strong programming skills (Python, SQL, PowerBI) and data handling.
  • Familiarity with Generative AI concepts (LLMs, embeddings).
  • Experience in building prototypes for AI applications.
  • Exceptional analytical problem-solving abilities.
  • Excellent communication and time management skills.

Responsibilities

  • > Lead or assist in lifecycle initiatives and process improvements in Securities Operations.
  • > Analyze and evaluate moderately complex operational tasks and challenges.
  • > Resolve issues independently within the trade environment and manage workflow controls.
  • > Collaborate with peers and managers to achieve departmental goals.
  • > Manage end-to-end operational processes, including customer account onboarding and cash management.
  • > Address escalated issues and enhance customer satisfaction in Securities Operations.
  • > Implement projects and analyze process changes for business strategy support.

Benefits

  • Hybrid work schedule (3 days in-office, 2 days remote).
  • Opportunity to work on high-impact analytics and automation initiatives.
  • Engage in a partner-facing role with a focus on problem-solving and collaboration.
  • Access to innovative tools and concepts in AI, enhancing professional development.
  • Possibility to mentor lower-level staff and lead projects for career progression.
Full Job Description

About this role:

Wells Fargo is seeking a Senior Securities Operations Specialist to join Wholesale Operations in supporting the citizen-developed intelligence transformation efforts. This is a partner-facing, hands-on role responsible for delivering high-impact analytics and automation/AI solutions cross the partner groups. Learn more about the career areas and business divisions at wellsfargojobs.com.


In this role, you will:

  • Lead or participate in moderately complex lifecycle initiatives and support tasks and act as a participant in large-scale planning and deliverables; identify opportunity for process improvements within Securities Operations
  • Review and analyze moderately complex operational tasks or challenges that require an in-depth evaluation of variable factors
  • Independently resolve moderately complex issues on a full process within a trade environment while leveraging solid understanding of the function, policies, procedures, and compliance requirements; may lead team to meet deliverables
  • Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals; may lead projects, teams or serve as a mentor for lower level staff
  • Manage expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
  • Resolve moderately complex escalated issues within the scope of responsibility in Security Operations
  • Research moderately complex business risks, influence policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
  • Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
  • Contribute to overall effectiveness of the team according to plans; monitor daily securities and cash related production work
  • Lead or contribute to implementation of projects and new or revised processes and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk


Required Qualifications:

  • 4+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following:  work experience, training, military experience, education

Desired Qualifications:

  • Strong programming and data skills, include but not limited to: Python, Alteryx, Xceptor, SQL, PowerBI, PowerApps, Copilot; experience working with large datasets.
  • Familiarity with Generative AI concepts (LLMs, embeddings, prompt-based systems) for awareness and future collaboration.
  • Hands-on exposure to GenAI application prototyping and evaluation (e.g., prompting, retrieval concepts, embeddings/vector search, basic guardrails).
  • Build prototypes quickly to validate feasibility and business value; evolve prototypes into scalable, reusable solutions.
  • Partner with business stakeholders to define problems, align success metrics, and deliver executive-ready insights and recommendations.
  • Strong analytical problem-solving and critical thinking; ability to learn business context quickly and collaborate across teams.
  • Excellent verbal, written, and interpersonal communication skills
  • Strong time management skills and ability to meet deadlines


Job Expectations:

  • Ability to work on-site in stated location in compliance with our hybrid schedule (3 days in office, 2 days remote)
  • This position is not eligible for Visa sponsorship​​ or relocation assistance

Primary Posting Location:

  • 550 S. Tryon Street, Charlotte, North Carolina 28202

Posting End Date:

1 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

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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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