Location
CHARLOTTE, NC, United States
Posted
July 19, 2026
Job Description
Wells Fargo is seeking a Securities Operations Associate within the Brokerage Portfolio Implementation team as part of WIM (Wealth and Investment Management) Operations division. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
This team supports the Personalized UMA (Unified Managed Accounts) Multi-Sleeve Advisory Program, providing oversight, request handling and overlay trading for 70,000+ client accounts. The team is responsible for implementing and maintaining model-driven portfolios at scale, ensuring that client accounts are aligned to investment strategies As an associate in this group, you will serve as a critical control point between portfolio strategy, trading execution, and operational oversight.
**In this role, you will:**
+ Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operati...
This team supports the Personalized UMA (Unified Managed Accounts) Multi-Sleeve Advisory Program, providing oversight, request handling and overlay trading for 70,000+ client accounts. The team is responsible for implementing and maintaining model-driven portfolios at scale, ensuring that client accounts are aligned to investment strategies As an associate in this group, you will serve as a critical control point between portfolio strategy, trading execution, and operational oversight.
**In this role, you will:**
+ Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operati...