Lead Securites Operations Representative

3 weeks ago

Bengaluru, Karnataka, India WELLS FARGO BANK Full time
About this role:
Wells Fargo is seeking a Lead Securites Operations Representative.
In this role, you will:
  • Support overall effectiveness of the team according to plans, monitor daily securities, and cash related production work
  • Supervise daily production activities and staff
  • Guide others on complex production improvement efforts and address procedural impacts
  • Provide back-up for all department functions while providing coaching and feedback to staff
  • Prioritize work and provide daily leadership to teams
  • Contribute to solving corporate governance and address compliance issues for the department
  • Lead the implementation of new or revised processes and procedures
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders and exercise independent judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
  • 6+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Hands on experience in Annuity, Insurance, 401K, Death Claims, Income rider, Liquidations, US Pension Retirement, 403B, IRA, RMD, Deferred Annuity
  • Responsible for performing a variety of operational tasks for highly complex Annuity Process that requires good knowledge of annuity as a product, roles played by various intermediaries. Duties may include:
  • Reviewing annuity liquidation paperwork, Commission Processing and processing annuity related instructions in Wells Fargo applications etc.
  • Handle the queries form the onshore teams/clients/customers.
  • Performs a variety of operational tasks in middle office area which high complex in nature.
  • To be able to escalate any discrepancies/issues to the supervisors in a timely fashion.
  • Very good understanding of market participants like custodian, Agents, brokers, Investment Managers/ Fund Advisors etc.
  • Leads and/or participates in production improvement efforts; and addresses procedural impacts
  • Provides management level reporting including service quality, volume tracking, and/or staff performance.
  • SME of the process/look after the overall process delivery
  • Make sure all the functions are cross trained appropriately and all the function have backups to manage the staff leave management
  • 7-8 years of Custody/Investment banking experience
  • Understands Annuity as a product and its entire cycle.
  • Detail-oriented with very good problem-solving abilities
  • Commerce Graduate with /MBA preferably in Finance vertical
  • Excellent understanding of tasks like Attention to detail, Annuities products and US Insurance Policy
  • Very Good problem solving and analytical skills and numerical skills
  • Must have experience of interacting with US customers.
Job expectations:
Working Hours: 6:30 PM to 3:30 AM IST
Work from office model
Posting End Date:
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.

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