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Senior Securities Operations Specialist - Wealth Client Performance Analytics

Company

Wells Fargo

Location

CHARLOTTE, NC

Posted

July 19, 2026

Position Overview

**About this role:**

Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Wealth Client Performance Analytics group within Wealth and Investment Management Operations. This team is responsible for ensuring the accuracy and integrity of client portfolio and performance data across Wealth and Investment Management. This role focuses on reconciling client data between books and records systems, analyzing portfolio performance returns, identifying discrepancies, and performing root cause analysis to resolve issues that may impact client reporting, financial results, or risk exposure. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

In this role, you will work with marketable securities as well as alternative and private capital assets, leveraging enterprise systems and data tool to support data management audits, strengthen operational controls, and partner with peers ...

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