WEX

Senior Team Lead – Custody Operations

WEX

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $68,800 - $80,000 per year

Job Level

Senior

About the role

  • Ensure efficient operation, regulatory compliance, and fiduciary integrity of WEX Inc. Non-Bank Custodian (NBC) offering.
  • Manage high-value risk by working closely with Bank Partners, Sub-Custody Partners, Custody Vendors, and HSA plan administrators.
  • Lead and mentor a team of NBC Operation Analysts, establishing the control framework, and ensuring the integrity and effectiveness of WEX's HSA custody offering.
  • Maintain strategic oversight of all custody operations, managing high priority escalations, and driving continuous process improvement.
  • Oversee the analysis of custody data to identify root causes of errors or inconsistencies and recommend solutions.
  • Prepare and present quality reports to management, highlighting key findings, team performance, and recommendations.
  • Drive the team to identify areas for improvement in operational processes and collaborate to implement corrective actions.

Requirements

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • Requires 3–5 years of people management experience ideally in Financial Services.
  • In-depth understanding of Custody Services Business components combined with 3+ years in a control or governance capacity.
  • Advanced knowledge of Custody Operations components and Market specifics for HSA/Financial Services.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Effective communication and interpersonal skills, with the ability to provide constructive feedback.
  • Proficiency in relevant software and technologies.
  • Excellent attention to detail and ability to manage competing, high-stakes deadlines under pressure.
  • Requires high integrity and confidentiality when handling sensitive financial and customer information.
  • Proven experience leading projects and delivering results across multiple business areas/functions.
Benefits
  • 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 based on the role and applicable plan
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
custody operationsregulatory compliancerisk managementdata analysisprocess improvementfinancial servicescontrol frameworkgovernanceproject managementanalytical skills
Soft Skills
leadershipmentoringcommunicationinterpersonal skillsproblem-solvingdecision-makingattention to detailconstructive feedbackcollaborationintegrity