[Hiring] Investment Operations Specialist @WEXWEXUS

Role Description

The Investment Operations Analyst, a key member of the Financial (Funding) Risk Operations team, will be critical in establishing and scaling robust financial risk operational frameworks for the expansion of HSA investment activities which are crucial to the strategic plan. This role will be directly responsible for critical functions including:

• Reconciliation
• Issue resolution
• Providing Level 2+ support for buy/sell inquiries
• Ensuring strict regulatory compliance and overall financial soundness of investment operations

By maintaining operational integrity and efficiency, the analyst directly contributes to WEX's ability to attract and retain HSA customers and grow assets in a competitive market. As the inaugural investment role on the team, the analyst will play a key role in shaping new processes and controls.

This role is flexible to be based remotely in the United States, with the anticipated work schedule to be 8am - 4:30pm CST.

Qualifications

• Minimum of 3-5 years of progressive experience working within a large, complex financial services organization, with a strong focus on investment operations.
• Minimum of 2-3 years of direct experience with HSA custody services and the associated investment ecosystem.
• Proven ability to independently analyze highly complex operational issues, identify root causes, and propose and implement effective, sustainable solutions.
• Demonstrated understanding of advanced KPI reporting, regulatory compliance principles (e.g., FINRA, SEC), and financial risk management within an investment operations context.
• Demonstrated ability to lead and contribute significantly to the creation, implementation, and continuous improvement of new and existing operational procedures, including comprehensive process mapping and documentation.
• Proficiency in using specialized investment operations software and platforms (e.g., trading systems, reconciliation tools, custodial portals, data analytics platforms).
• Demonstrated analytical and problem-solving skills for complex risk operational issues.
• High attention to detail required for a regulated financial environment.
• High adaptability and resilience in navigating rapidly evolving regulatory and technological landscapes.
• Exceptional collaboration and teamwork skills, fostering a positive and productive working environment.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and Google Workspace.
• Experience with operational oversight of third-party broker/dealer relationships, including performance monitoring, issue resolution, and contract adherence.
• Must successfully pass a background investigation.

Requirements

• FINRA Series 7 or similar financial industry certifications.
• Demonstrated experience mentoring junior team members, leading small operational projects, or guiding others in resolving complex inquiries.
• Express with process improvement initiatives and an understanding of automation’s role within a risk operations environment.
• Strong desire and proven ability to drive efficiency and scalability through technological solutions, advocating for and implementing innovative approaches.
• Proven ability to collaborate effectively with diverse internal teams (e.g., IT, Compliance, Product, Call Center) and external partners (e.g., custodians, broker/dealers) to drive operational excellence, implement change, and resolve interdependencies.
• Ability to work autonomously, manage multiple priorities, and consistently meet deadlines under significant pressure in a fast-paced, evolving environment.
• Proficient with WEX Health Cloud.

Benefits

• Health, dental and vision insurances
• Retirement savings plan
• Paid time off
• Health savings account
• Flexible spending accounts
• Life insurance
• Disability insurance
• Tuition reimbursement
• Comprehensive and market competitive benefits designed to support personal and professional well-being

Pay Range

$83,300.00 - $95,900.00