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WF
Hybrid Securities Operations Specialist – WIM Ops Metrics, Capacity Planning, Forecasting
Posted 1 hour ago
About the role
- Securities Operations Specialist supporting Wealth and Investment Management Operations through metrics and capacity planning. Responsible for business analysis and optimizing operational performance in a financial context.
Responsibilities
- Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements; include staffing and volume impacts in Excel‑based models
- Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals; align on metrics, measurement, and performance planning cadence
- Perform moderately complex data analysis to support and drive strategic initiatives and business needs, responsible for optimizing and implementing standardized Capacity Planning framework policies and procedures across WIM Ops and the implementation of Monthly Performance Planning meetings across multiple business teams
- Be adept at statistical modeling, scholastic testing and working with and updating excel based staffing models, perform regression testing and identifying staffing impacts due to forthcoming initiatives, provide recommendations to LOB leaders and incorporate into staffing models.
- Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation, while supporting workflow efficiency and risk‑control analysis
- Resolve low to moderately complex escalated issues within the scope of responsibility in Securities Operations and monitor outliers, volumes, and operational performance
- Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests, assessing impacts of forthcoming initiatives on workload and staffing
- Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns while supporting standardized capacity planning controls
- Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work and escalate capacity or performance risks per procedures
- Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk, leveraging data‑driven insights
- Optimize and implement standardized Capacity Planning framework policies and procedures across WIM Ops; own the business control framework for capacity planning procedures and success metrics, implement Monthly Performance Planning meetings, and conduct regular control and audit checks
- Build, update, and quality‑check staffing and volume models in Excel; perform statistical modeling, sensitivity analysis, and regression testing using Python, SAS, SQL, or C++ to produce actionable recommendations for senior leaders
- Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low‑to‑medium risk deliverables using analytics, regression testing, and trend insights
Requirements
- 2+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of Brokerage Operations experience, with strong knowledge of brokerage industry processes and controls
- 1+ years of experience working with metrics, forecasting, staffing models, or capacity analysis, including call volume or workload planning
- 1+ years of experience utilizing data visualization tools (e.g., MicroStrategy, Tableau) for reports, dashboards, and graphical data representation
- Ability to translate moderately complex technical, analytical, or data needs into clear requests and collaborative conversations across diverse teams
- Strong analytical and research skills with high attention to detail and accuracy
- Ability to influence and build strong working relationships across all organizational levels, including senior management
- Proven collaborator with a track record of partnering across business lines to drive results and support shared initiatives
- Solid problem-solving skills with the ability to identify trends, evaluate alternatives, and recommend improvements
- Effective organizational, multi-tasking, and prioritization skills in a fast-paced environment
- Advanced Microsoft Office skills, including Excel.
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
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