Department Overview: Corporate and Investment Banking (CIB) Securities Operations Shared Services is a cross-functional group of teams that provide support for CIB-Markets and the broader Wells Fargo organization. Operations Shared Services are the owners and stewards of both client and reference data with a focus on operational excellence and superior client service. The Shared Services Strategy team was established to implement control framework to ensure risk mitigation, track divisional initiatives and facilitate collaboration between teams and business partners.

About the Role: We are looking for Lead Institutional Investment Operations Specialist. Responsible for high priority initiatives of one or more processes within Wells Fargo India and Philippines (WFIP) Shared Services. Individual contributor role to formulate organization wide operational strategy and policy and may serve on LOB/ Organization wide tasks or project teams. Independently manage execution and end to end delivery of key operational themes across a 370+ global organization. Actively participate in global budgeting conversations, offshoring strategy, projects/ process enhancements and encourage creative thinking amongst the team.

Key Responsibilities: The Operations Shared Services Strategy Lead will be responsible for several high priority initiatives for the CIB Securities Operations Shared Services Leadership with the intent to perform a horizontal review on key operational themes including risk and control framework, capacity, metrics, transformation while working directly with senior leaders across the various Shared Services teams including Client Onboarding including AML/ KYC, Facilitations and Maintenance, EMEA Client Data and Onboarding, Tax Operations, Client Services, Client Data Lifecycle Management, Regulatory Due Diligence, Approval to Transact, Product Data and Configuration & International Operations. This individual will build a unique front to back subject matter expertise to assist CIB line of business leads on complex, diverse and challenging strategic initiatives designed to improve processes, controls and regulatory compliance across CIB Shared Services to enhance various front office and middle office functions across the bank.

Strategic Execution and Delivery:

• Understand Shared Services divisional priorities; draft and execute the division’s target operating model.
• Work with Finance partners to review and execute to the transformation targets, budgets and cost allocation models.
• Review opine & execute to Operations Shared Services location and offshoring strategy, while focusing on concentration risk including tracking and reporting the Transitions till completion
• Perform a “quarterback” role to handhold complex strategic deliverables requiring immediate execution.
• Collaborate with the Global Delivery Enablement team to draft, review and secure approvals for Global Delivery Activity Workbooks including periodic review for scope creep and addition of new tasks.

Executive Communication:

• Possess superior verbal and written communication skills.
• Collaborate with senior leaders across the Shared Services LOBs globally to create executive ready presentations including Monthly Business Reports, Executive Reports and Newsletters
• Present information to persuade, educate, and enhance understanding at all levels.
• Drive complex issues and deliverables into effective outcome-oriented conversations including generating periodic reports for Executive Review
• Summarize and circulate key action points from various forums to stakeholders including timely resolution and communication to Executive Leadership.
• Lead and facilitate cross-operational forums that help identify and solve issues for shared services stakeholders.
• Liaise with CIB Control, Compliance, Legal, Technology, Front and Middle Office on enterprise initiatives.

Global Stakeholder Management:

• Maintain a harmonious relationship with global stakeholders, effectively syndicating on relevant issues, influencing to arrive at the right decisions.
• Interact and communicate with the business partners / requestors on a regular basis and effectively manage expectations.
• Institute sturdy communication channels with business partners to manage escalations and take proactive steps to avoid any form of escalations.
• Assist in onboarding new Shared Services teams including setting up processes, procedures and controls.

Transformation Leadership:

• Plan cost & efficiency saves for Operations Shared Services, including monitoring, reporting and working with Finance.
• Agree budgeted head count & grades in advance to monitor saves against them.
• Identify opportunities for increasing operational efficiencies by identifying process bottlenecks and strategic and tactical workarounds while working on long term solutions.

Risk & Control Mindset:

• Be a steward for the Business Continuity Resiliency Project with the stakeholders by strategizing, tracking and reporting to achieve even headcount split and execute to the plan including periodic dry run tests.
• Project Manage the Business Impact Analysis Ratings Review with Resiliency Partners to execute to the global strategy.
• Collaborate with Operational Risk, Control Executives and PRE (Process Review and Enhancement) teams to log and monitor Risk Issues proactively and Corrective Actions when operational incidents are identified.

Process Re-engineering:

• Support and manage the delivery of the division’s strategic programs in a high quality, cost effective, timely and sustainable manner with risks and issues identified, prioritized, escalated and managed in a timely and open fashion.

Required Qualifications & Skills required:

• MBA or an advanced degree (or equivalent experience)
• ~15 + years of total experience
• ~ 3+ years in the industry with a top tier bank and/ or project management experience is preferable.
• Candidates should possess superior verbal and written communication skills, portray great levels of accountability and attention to detail.
• Candidate should be able to work effectively in a demanding, fast-paced, dynamic environment, handling multiple tasks and projects concurrently, while maintaining quality, accuracy, and integrity
• Candidate should have experience presenting information to persuade, educate, and enhance understanding at all levels.
• Candidate should be able to work in a global team, interact at different levels and handle a wide range of deliverables with varying levels of complexities.

Desired Qualifications:

• Strong Champion of Diversity, Equity and Inclusion
• Working knowledge of compliance with regulations that govern trade lifecycle.
• PMP certification including project management experience handling operational initiatives.
• Ability to develop and negotiate solutions to issues with partners or clients including escalations as needed.
• Experience with synthesizing data from multiple sources to create persuasive presentations for senior leaders.
• Ability to prioritize work, set deadlines, achieve goals, and work under pressure in a dynamic environment.
• Ability to lead and operate collaboratively, execution focused, and results oriented.
• Ability to simplify complex and abstract concepts in a clear and precise manner.
• Facilitate discussions with leaders and subject matter experts to investigate and solve complex problems.
• Ability to grasp complex business concepts quickly to recommend solutions and provide credible challenges.
• Ability to facilitate and lead meetings to reach conclusions, identify tasks, record actions, and achieve results.
• Overall cross-collaboration experience required to effectively engage both onshore and offshore counterparts.
• Intermediate Microsoft Office skills to create persuasive presentations.
• Strong analytical skills with high attention to detail and accuracy.
• Excellent verbal, written, and interpersonal communication skills.
• Effective organizational, multi-tasking, and prioritizing skills.
• Ability to organize and manage multiple priorities including effective time management.

Posting End Date:

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

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.