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Job Title: Operations Manager - Account Transfers
Company Name: Wells Fargo
Location: St Louis, MO
Position Type: Full Time
Post Date: 11/29/2022
Expire Date: 01/28/2023
Job Categories: Customer Service and Call Center, Finance/Economics, Financial Services, Human Resources, Military, Executive Management, Research & Development
Job Description
Operations Manager - Account Transfers

About this role:

Wells Fargo is seeking an Operations Manager in the Account Transfers department to lead a team that handles the movement of client assets in and out of the firm. The team is within Client Operations as part of Wealth and Investment Management.

In this role, you will:

  • Manage and develop one customer service and operations functional teams within Operations area with complex and risk in functional area

  • Develop strategies to improve staffing processes, ensure specialized functions meet regulatory guidelines in support of risk management and compliance

  • Engage stakeholders and internal partners associated within the Operations area

  • Work independently on moderately complex issues and projects

  • Identify opportunities for process improvement and risk control development and escalates issues to more experienced management

  • Provide training, performance, evaluation and coaching of less experienced team

  • Make decisions and resolve issues regarding resources, objectives and operations of functional area and team to meet business objectives

  • Interpret and develop policies and procedures for operation functions with low to moderate complexity within scope of responsibility

  • Provide responsibility for budget and financial performance

  • Collaborate and influence all levels of professionals including more experienced managers

  • Lead team to achieve objectives

  • Manage allocation of people and financial resources for Operations

  • Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

  • 4+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 2+ years of leadership experience

Desired Qualifications:

  • Knowledge of ACAT (Automated Customer Account Transfers) and Non-ACAT transfers

  • BA/BS degree or higher in business or finance

  • Knowledge and understanding of securities industry, brokerage or asset movement

  • Experience with BETA, SmartStation and Business Process Management (BPM)

  • Ability to develop and negotiate solutions to issues with partners or clients including escalations as needed

  • Ability to interact with integrity and a high level of professionalism with all levels of customers, team members and management

  • Strong analytical skills with high attention to detail and accuracy

  • Advanced Microsoft Excel skills

  • Team leading or management experience

  • Excellent verbal, written, and interpersonal communication skills

Job Expectations:

  • FINRA SIE and Series 99 or ability to obtain within 120 days

Posting Location:

  • Saint Louis, MO

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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

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Contact Information
Company Name: Wells Fargo
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