Analysis Skills, Artificial Intelligence (AI), Business Analysis, Business Plan, Business Strategy, Business Support, Consulting, Cross-Functional, Customer Satisfaction, Customer Service Operations, Financial Risk, Funding, General Ledger Accounting, Loan Operations, Loan Structuring, Mentoring, Military, Onboarding, Operational Improvement, Operations Processes, Policy Development, Problem Solving Skills, Process Improvement, Reconciliation, Regulatory Compliance, Securities, Strategic Planning, Team Lead/Manager
Description
Title:Lead Securities Operations Specialist
Location: Charlotte, NC
Duration: 20 W, 6 D
Work Engagement: W2
Work Schedule: Hybrid 3 days in office/2 days remote
Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits
Summary:
In this contingent resource assignment, you may: Consult on or participate in moderately complex initiatives and deliverables within Business Execution and contribute to large-scale planning related to Business Execution deliverables. Review and analyze moderately complex Business Execution challenges that require an in-depth evaluation of variable factors. Contribute to the resolution of moderately complex issues and consult with others to meet Business Execution deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements. Collaborate with client personnel in Business Execution. Required Qualifications: Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
Key Requirements:
- Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.
- Lead complex lifecycle initiatives and support tasks, including those that are cross-functional with broad impact, and act as a key participant in large-scale planning and deliverables; identify opportunities for process improvements within Securities Operations, including AI-enabled optimization
- Review and analyze complex, multi-faceted, larger scale or longer-term operational tasks or challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented scenarios
- Make decisions in complex situations related to full trade processes while leveraging a strong understanding of function, policies, procedures, and compliance requirements to meet deliverables and drive new initiatives
- Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers to resolve issues and achieve goals; may lead projects, teams, or serve as a mentor
- Translate operational processes into structured, scalable frameworks that support consistency, knowledge reuse, and AI-driven solutions
- Manage and develop expertise in key 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 complex escalated issues within the scope of responsibility in Securities Operations
- Research complex business risks, develop policies, enhance customer satisfaction, and review time-sensitive documents and transaction requests
- Exercise independent judgment in understanding trade settlement and influence workflow controls to minimize the effects of operational breakdowns
- Lead overall effectiveness of the team according to plans; monitor daily securities and cash-related production work
- Lead implementation of projects, new or revised processes, and procedures that require coordination across operational teams; perform analysis for initiatives that support business strategies and involve financial impact and risk considerations
W
Wells Fargo & Co
We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.