About this roleWells Fargo is seeking a
Senior Brokerage Relationship Manager aligned to the First Clearing line of business. This role focuses on supporting our correspondent firms by managing brokerage relationships and serving as the central point of contact for data-related requests, operational data inquiries, and data service escalations.
The ideal candidate brings experience with brokerage data, understands operations terminology, and can translate firm needs into clear, actionable workstreams across internal partners.
In this role, you will:- Manage brokerage relationships and participate in moderately complex initiatives regarding servicing, support and growth
- Identify opportunities for process improvements
- Maintain and analyze moderately complex business, operational, or technical assignments that involve research, evaluation, and service
- Build and maintain relationships and meet regularly with leaders to communicate trends and workable solutions
- Provide recommendations to moderately complex issues and determine operational needs and manage relationships
- Communicate trends and recommend solutions
- Manage, support and resolve issues to ensure retention, growth and satisfaction
- Provide analysis and negotiation of moderately complex contracts or issues
- Manage projects, troubleshoots issues and follow up on operational, technical or transition issues
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications- 4+ years of business relationship management, operations, or financial services experience, or equivalent demonstrated through work experience, training, military experience, or education.
Desired Qualifications- Experience working with brokerage operations, correspondent clearing, or financial services data.
- Familiarity using BETA screens.
- Strong understanding of operations terminology, back-office processing, books & records, trade lifecycle, and reporting.
- Experience retrieving, validating, and delivering structured datasets.
- Familiarity with First Clearing or similar correspondent models
- Ability to interpret complex issues and communicate them clearly to both technical and non-technical stakeholders.
- Strong analytical skills with the ability to spot trends and propose workable solutions.
- Excellent communication and relationship-management abilities.
- Experience collaborating across matrixed teams in a fast-paced environment.
Job Expectations- Ability to manage multiple concurrent requests and deliver high-quality results under time constraints.
- Maintain strong risk awareness, adherence to data handling protocols, and operational discipline.
Posting End Date: 9 Mar 2026
*Job posting may come down early due to volume of applicants. We Value Equal OpportunityWells 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells 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.
