Senior Securities Operations Specialist - Wealth Client Performance Analytics

• 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

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

• 4+ years of experience performing client data reconcilement functions between books and records system
• 2+ years of experience completing portfolio performance return analysis detecting issues and completing root cause analysis
• 2+ years of experience with portfolio performance systems like Black Diamond Zephyr Addepar PARis etc.
• 2+ years of experience developing and/or completing data management audits
• Strong knowledge of investments including complex asset groups (Alternatives Real Assets and Options) and understanding of impact to investment performance
• Ability to identify performance calculation issues and execute independent research
• Demonstrated experience with SEI/Trust 3000 and/or BETA
• Demonstrated experience driving transformational change across operational functions while fulfilling the complex and sensitive needs of the client population
• Knowledge and understanding of compliance controls risk management and loss prevention
• High motivation with ability to successfully meet team objectives while maintaining personal performance
• Ability to influence and build relationships across the Line of Business stakeholders
• Strong verbal written and interpersonal communication skills
• Continued drive to build process improvement and product knowledge skills
• Experience using tools like Alteryx Tableau Power BI and SQL Co-Pilot
• Advanced Microsoft Office (Excel Word Outlook PowerPoint) skills

• Ability to work a hybrid in-office schedule
• Willingness to work on-site at stated location
• This position is not eligible for Visa sponsorship

• Charlotte North Carolina

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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