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About this role: Wells Fargo is seeking a Lead Capital Markets Middle Office Specialist within the New York Prime Client Service team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at . The Client Service Team is a central point of contact and relationship manager for our clients. The CSR acts as a conduit between the client, our custodians, and the rest of the firm, providing escalation support, navigation, and helping to deliver real solutions. On a daily basis, the CSR oversees the clientsu2019 accounts and gets involved in all aspects of the client's business including, but not limited to: financing, margin, trade clearing and settlement, asset transfer, stock loan, basic reconciliation, and miscellaneous facilitation. In this role, you will: + The main responsibilities are day-to-day resolution of trade related issues, customer account reconciliation, and personalized account service to Hedge Fund Clients within Prime Brokerage and the broader Bank + Work with clients, custodian contacts, management, and other resources to resolve trade related issues + Identify and escalate market sensitive issues + Review/approve various reports & entries and understand the effect of these reports & entries on various touch points (i.e., the client, DMA platform, website, firm, custodian, sales team, trader, etc.) + Participate in committees and workgroups related to special projects to build functionality and increase efficiency at the firm + Be responsible for daily balancing of positions and activity in assigned customer accounts to the complete satisfaction of the client + Conduct reconciliation of both custody accounts as well as hearsay transactions for accounts held elsewhere + Be responsible for data entry or corrections in multiple/parallel systems as workflow requires + Communicate/monitor/manage maturity alerts, corporate action deadlines, margin calls, buy-ins, and other items for attention Required Qualifications: + 5+ years of Capital Markets industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: + 5+ years of experience in Prime Brokerage Client Service or related role + Knowledge and understanding of Geneva and GIM2 portfolio accounting systems + Excellent written and verbal communication skills, including the ability to effectively target messages to different audiences + Self-directed, highly motivated, and ability to work independently + Professional business acumen + Series 7 (preferred) + Ability to travel throughout the country to build relationships with clients and prospects, including, but not limited to, focus areas like the Southeast, Boston, Chicago, Dallas and San Francisco Job Expectations: + Ability to work a hybrid schedule + Willingness to work on-site at stated location on the job opening + Ability to travel throughout the country to build relationships with clients and prospects, including, but not limited to, focus areas like the Southeast, Boston, Chicago, Dallas and San Francisco + Ability to work additional hours as needed + This position is not eligible for Visa sponsorship Posting Location: + 500 West 33rd Street - New York, New York 10001 Pay Range: New York u2013 New York Pay Range: $120,000 - $196,000 USD Annual (this range may not be applicable to other locations) This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. 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 unitu2019s risk appetite and all risk and compliance program requirements. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $120,000.00 - $196,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement Posting End Date: 26 Apr 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 unitu2019s risk appetite and all risk and compliance program requirements. 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. Req Number: R-529809