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
Operations Consultant at Aflac overseeing process improvement for business operations and collaborating with teams. Requires project management expertise and strong communication skills in a hybrid work environment.
Project Manager handling telecommunications projects in international customer service environment. Leading teams, managing budgets, and enhancing customer relationships.
Syndicated Loans Agency Operations Specialist managing lifecycle events of syndicated loans for client portfolios. Collaborating with other business lines to support global operating model.
Reinsurance Operations Analyst supporting excess reinsurance treaties for Sun Life's internal and external customers. Focus on reporting accuracy, timely settlements and compliance with treaties.
Head of Operational Excellence responsible for improving operational processes in the gastronomy sector. Leading change and driving efficiency through workshops and strategic collaboration with teams.
Grid Operations Industry Expert delivering operational expertise and strategic recommendations to utility clients. Collaborating with utility leaders to optimize operational performance and decision - making.
Mental Health Technician providing behavioral health interventions under supervision at Fort Bragg. Involved in managing outpatient care and assisting with various therapeutic activities.
Finance Manager optimizing financial performance and managing compliance at PwC. Leading financial processes in a dynamic environment to enhance operational efficiency and team development.
Operations Supervisor managing production and leading the manufacturing team at Southwire Company. Ensuring safety and operational excellence in the production process.
Deputy Operations Manager supporting daily operations and tour leader management at Intrepid Travel. Collaborating across teams to ensure travel experience quality and safety standards in Central America.