# Senior Institutional Investment Operations Specialist at Wells Fargo

Wells Fargo is hiring a Senior Institutional Investment Operations Specialist. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/56b88ee4-b478-4f2b-8e31-4265e071128b?utm_medium=ai-agent).

AI Level 1, AI centrality 0 out of 100. CHARLOTTE, NC.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 0 out of 100)
- Location: CHARLOTTE, NC
- Posted: November 6, 2026
- Apply: https://jobsbylevel.com/go/56b88ee4-b478-4f2b-8e31-4265e071128b?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=senior-institutional-investment-operations-specialist-at-wells-fargo-db962d

## Prepare for this job

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## Description

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. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” Join us! About this role Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within the Client Maintenance team as part of Corporate & Investment Banking Operations. In this role, you will: Perform complex client and account maintenance activities supporting client data changes, account opening, and ongoing account maintenance. Maintain client and account reference data within systems of record and downstream applications, ensuring requests are completed accurately and within established service-level expectations. Support the setup and maintenance of Standard Settlement Instructions (SSIs) and other client or account-level data used to support downstream processing. Research and resolve complex client and account data issues, exercising independent judgment and partnering with appropriate business, operations, and technology teams as needed. Review reports and perform quality checks to validate the accuracy and completeness of client and account setups and maintenance activities. Partner with technology teams on client data application changes and enhancements, including user acceptance testing, regression testing, and production validation. Participate in projects, remediation efforts, process improvements, and strategic initiatives impacting Client Maintenance. Identify opportunities to strengthen operational processes, controls, data quality, and efficiency. Support operational risk and control activities, including issue identification, escalation, and remediation. Develop and maintain procedures and support cross-training and knowledge sharing across the team. Provide subject matter expertise to peers and business partners on Client Maintenance processes and complex requests. Collaborate with peers, managers, front-office partners, operations teams, and technology partners to resolve issues and achieve business objectives. Required Qualifications, US 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 Knowledge of Capital Markets operations, Client Data Operations, client and account reference data, and Standard Settlement Instructions (SSI). Working knowledge of applications such as CID, COBAM, Calypso, LoanIQ, or Broadridge. Experience working within operational risk and control frameworks. Strong analytical, research, decision-making, and problem-solving skills. Project management or project-support experience is a plus. Ability to exercise independent judgment when evaluating complex operational issues. Strong attention to detail with a focus on data quality and accuracy. Ability to manage multiple priorities and deliver within established service-level expectations. Strong written and verbal communication skills with the ability to collaborate across Operations, Technology, and business partners. FINRA SIE and/or Series 99 Job Expectations This position is NOT eligible for Visa sponsorship Hybrid role with at least 3 days required in assigned office location Fully remote work locations are not available for this

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Source: https://jobsbylevel.com/jobs/senior-institutional-investment-operations-specialist-at-wells-fargo-db962d

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Level. https://jobsbylevel.com/jobs/senior-institutional-investment-operations-specialist-at-wells-fargo-db962d.

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