Lead Securities Operations Specialist managing complex lifecycle initiatives in Securities Operations at Wells Fargo. Collaborating with teams and improving operational processes to achieve business goals.
Responsibilities
Lead complex lifecycle initiatives and support tasks, including those that are cross-functional with broad impact
Identify opportunity for process improvements within Securities Operations
Review and analyze complex multi-faceted, larger scale or longer-term operational tasks or challenges
Make decisions in complex and multi-faceted situations related to a full process within a trade environment
Strategically collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals
Manage and develop expertise in various operational processes
Resolve complex escalated issues within the scope of responsibility in Security Operations
Lead overall effectiveness of the team according to plans
Lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams
Requirements
5+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Brokerage Industry Knowledge & Experience
Account Data and Management, Account Opening and Maintenance and/or Security Masterfile experience
Development within Alteryx and Power BI or equivalent business intelligence tools
Experience using data visualization tools such as MicroStrategy or Tableau including report creation, dashboards, and graphical data representation
Extensive knowledge and understanding of research and analysis
Strong analytical skills with high attention to detail and accuracy
Ability to influence across all organizational levels, particularly senior management
Experience analyzing call volumes, forecasting, and planning of staffing levels to meet the business goals for servicing and response time for customers
Advanced Microsoft Office skills.
Effective organizational, multi-tasking, and prioritizing skills
Solid problem-solving skills
Benefits
Hybrid work schedule
Equal opportunity employer
Accommodation for applicants with disabilities available upon request
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