Why Wells Fargo

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. Join us!

About this role:

Wells Fargo is seeking a Lead Institutional Investment Operations Specialist supporting the Triparty Repo Funding team as a Team Lead.

In this role, you will be responsible for:

Operational Leadership & Control -Oversee daily triparty repo funding, settlements, and collateral substitutions across BNY Mellon.Manage intraday funding priorities, exception queues, and cutoffs to ensure zero fail culture and optimal use of collateral.Own operational risk controls: reconciliations, break management, post‑trade validation, cash/position substantiation, and settlement controls.Serve as the primary escalation point for complex breaks, collateral misallocations, eligibility issues, and agent platform discrepancies.Maintain and enhance SOPs, desktop procedures, and control testing; support RCSA/ICFR/SOX evidence and audit readiness.

People Management -Help in leading, coaching, and developing a high‑performing team.Rebuild institutional knowledge via structured training, mentoring, and cross‑training programs; reduce key‑person risk.

Change, Projects, and Strategy -Drive triparty initiatives (e.g., automation, new products/clients, eligibility rule enhancements, GC vs. specials optimization).Partner with Product/FO/Tech to define requirements, prioritize backlog, and execute UAT for platform upgrades and interfaces.Lead root‑cause analysis and continuous improvements.Contribute to the future‑state operating model, shift coverage, and resiliency planning.

Stakeholder & External Management -Act as key liaison with Front Office, Treasury, Collateral Optimization, Market Risk, Credit Risk, and Middle Office.Manage service with triparty agents (SLAs, issue logs, service reviews) and ensure alignment on eligibility, haircuts, and settlement windows.Communicate status, risks, and metrics to senior leadership; prepare governance materials and incident post‑mortems.

Required Qualifications:

5+ 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:

Deep knowledge of triparty repo operations, including agent platforms (e.g., BNY Mellon, JPMorgan, Euroclear) and collateral allocation mechanics.Experience managing funding, liquidity, or collateral operations within a large financial institution, ideally with exposure to front‑to‑back repo workflows.Strong people‑leadership skills, including coaching, workload management, and the ability to guide a high‑volume, high‑risk operations team.Expertise in operational risk and control frameworks, including break resolution, settlement controls, governance standards, and regulatory expectations.Ability to partner cross‑functionally with Front Office, Technology, Product, Risk, and Middle Office teams to drive initiatives and resolve escalations.Project management and change‑management experience, especially supporting system upgrades, UAT testing, automation efforts, or new triparty funding initiatives.Strong analytical, problem‑solving, and communication skills, with the ability to handle complex issues under time pressure and provide clear direction.Proficiency with Excel (pivot tables, lookups).Familiarity with collateral/funding tools (e.g., tri‑party portals, OMS/EMS, settlement systems).

Job Expectations:

Hybrid - 3 days in office expectations at posted location. Relocation assistance is not available for this role.This role is not eligible for Visa sponsorship

Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; foreign exchange, rates and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.  

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Posting End Date: 

2 Feb 2026

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.