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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment operations, including complex reconciliations, regulatory compliance, and operational procedure improvement. Proficient in leveraging technology and analytics to enhance operational efficiency and risk management in a financial services environment.
Highest-signal resume keywords
Investment Operations ManagementHSA Custody ServicesKPI Reporting and ComplianceOperational Procedure ImprovementAnalytical Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Complex ReconciliationInvestment Discrepancy ResolutionOperational Issue AnalysisTrade Execution and SettlementFinancial Risk ManagementProcess MappingData AnalyticsRegulatory ComplianceAI and Automation IntegrationAttention to Detail
Soft Skills
AdaptabilityMentoringCollaboration
Tools & Technologies
Investment Operations SoftwareTrading SystemsReconciliation ToolsCustodial PortalsMicrosoft Office SuiteGoogle WorkspaceWEX Health Cloud
Certifications & Qualifications
FINRA Series 7
Industry Keywords
Financial ServicesHSA Investment EcosystemFINRA ComplianceSEC ComplianceBroker/Dealer Relationships
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Perform complex reconciliations of HSA investment activity across various platforms
- Identify and resolve investment discrepancies
- Analyze complex operational issues, identify root causes, and implement sustainable solutions
- Manage complex liquidations due to death, escheatment, and levies
- Provide Level 2 and Level 3 support for escalated issues involving cancel/rebills, corporate actions, and investment operations
- Liaise with third-party broker/dealers and oversee operational requirements and service integration into WEX's NBC custodial operations
- Resolve complex buy or sell order inquiries and support accurate trade execution and settlement
- Assist with fund list oversight and complex investment fee processing
- Create, improve, and document operational procedures
- Support KPI reporting, trend analysis, and compliance with FINRA, SEC, and internal standards
- Participate in cross-functional system enhancement and regulatory change projects as the custodial operations subject matter expert
- Identify and integrate AI and automation technologies to improve scale, accuracy, and risk mitigation
Requirements
What you’ll need- 3-5 years of progressive experience within a large, complex financial services organization, with a strong focus on investment operations
- 2-3 years of direct experience with HSA custody services and the associated investment ecosystem
- Ability to independently analyze highly complex operational issues, identify root causes, and implement sustainable solutions
- Understanding of advanced KPI reporting, FINRA and SEC regulatory compliance principles, and financial risk management
- Experience creating, implementing, and improving operational procedures, including process mapping and documentation
- Proficiency with specialized investment operations software and platforms, including trading systems, reconciliation tools, custodial portals, and data analytics platforms
- Analytical and problem-solving skills for complex risk operational issues
- High attention to detail in a regulated financial environment
- Adaptability in evolving regulatory and technological landscapes
- Proficiency in Microsoft Office Suite and Google Workspace
- Experience overseeing third-party broker/dealer relationships, including performance monitoring, issue resolution, and contract adherence
- Must successfully pass a background investigation
- FINRA Series 7 or similar financial industry certifications preferred
- Experience mentoring junior team members or leading small operational projects preferred
- Proficiency with WEX Health Cloud preferred
Benefits
Comp & perks- Health, dental and vision insurances
- Retirement savings plan
- Paid time off
- Health savings account
- Flexible spending accounts
- Life insurance
- Disability insurance
- Tuition reimbursement
- Quarterly or annual bonus eligibility for non-sales roles