Treasury, Credit & Funds
Institutional Investment Operations Manager
Wells FargoGlobal capability centre
- Location
- Bengaluru, Karnataka
- Experience
- 5+ yrs
- Type
- Full time
- Work mode
- Not stated
- Qualification
- Not stated
- Salary
- Not disclosed by employer
Leads a team of managers and individual contributors running institutional trade lifecycle functions, from client onboarding and settlement to ISDA confirmations and ledger reconciliation. Owns process improvement, risk controls, and team resourcing and budget.
About this role
Institutional Investment Operations Manager is a full-time Treasury, Credit, Payroll & Fund Ops role at Wells Fargo, a global capability centre, based in Bengaluru. The posting asks for 5+ yrs of experience. FitRole found it on the employer's own careers site or job board and last confirmed it was live on 10 Nov 2026.
What you'll do
- Lead and develop managers and individual contributors who handle complex operational issues
- Oversee the institutional trade lifecycle across onboarding, cash, custody, funding, settlement, structured loans, and GL reconciliation
- Drive process improvement and build risk controls across the function
- Set priorities and make decisions on people, financial resources, and operating objectives for the group
- Write and refine policies and procedures of low to moderate complexity
- Coach direct reports, support talent development, and take part in hiring
What they ask for
- 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of Leadership experience
- 5+ years of experience in Derivatives Operations with extensive knowledge of OTC Derivative products and trade lifecycle processes.
- 5+ years of people leadership experience managing and developing teams across multiple locations in India, with a focus on performance, engagement, and operational excellence.
- FINRA Series 99 certification or ability to obtain certification
- Strong expertise in Derivative Confirmations, Settlements, Documentation, and Operational Risk Management.
- Deep understanding of ISDA documentation, industry standards, and regulatory requirements impacting Derivatives operations.
- Experience leading operational transformation, process improvement, and technology-driven initiatives.
Good to have
- Strategic and forward-thinking leader with a strong risk mindset.
- Experience leading global teams and managing complex stakeholder relationships.
- Strong focus on operational excellence, talent development, and succession planning.
- Ability to drive cultural change, innovation, and organizational effectiveness while maintaining a robust control environment.
Skills mentioned
Full job description as posted
About this role:
Wells Fargo is seeking a Institutional Investment Operations Manager
In this role, you will:
- Manage and develop team of individual contributors and managers working on complex issues
- Support the lifecycle of Institutional trades while managing a larger group or multiple groups covering the following functions; client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues
- Identify and recommend opportunities for process improvement and risk control development
- Collaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organization
- Resolve complex issues and processes within Institutional Investment Operations
- 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 functions with low to moderate complexity
- Collaborate and influence all levels of professionals including more experienced managers
- Lead team to achieve objectives and strategy
- Manage allocation of people and financial resources for Institutional Investment Operations group
- Mentor and guide talent development of direct reports and assist in hiring talent
Required Qualifications:
- 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of Leadership experience
Required Qualifications:
- 5+ years of experience in Derivatives Operations with extensive knowledge of OTC Derivative products and trade lifecycle processes.
- 5+ years of people leadership experience managing and developing teams across multiple locations in India, with a focus on performance, engagement, and operational excellence.
- FINRA Series 99 certification or ability to obtain certification
- Strong expertise in Derivative Confirmations, Settlements, Documentation, and Operational Risk Management.
- Deep understanding of ISDA documentation, industry standards, and regulatory requirements impacting Derivatives operations.
- Experience leading operational transformation, process improvement, and technology-driven initiatives.
- Proven ability to influence senior stakeholders and collaborate across Front Office, Risk, Compliance, Legal, Technology, and Operations functions.
- Strong analytical, decision-making, and problem-solving capabilities.
Preferred Leadership Attributes:
- Strategic and forward-thinking leader with a strong risk mindset.
- Experience leading global teams and managing complex stakeholder relationships.
- Strong focus on operational excellence, talent development, and succession planning.
- Ability to drive cultural change, innovation, and organizational effectiveness while maintaining a robust control environment.
Posting End Date:
10 Nov 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
How to apply
You apply on Wells Fargo's own careers page. FitRole never forwards your CV and never asks for fees.
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