Remote Investment Operations Lead — Reconciliation & Compliance

WEX Inc.; United States; Remote; USD 83,000 - 96,000; Full time

Benefits offered by this job

Health benefits

Retirement savings plan

Paid time off

Health savings account

Job summary

WEX Inc. seeks an Investment Operations Specialist to join the Financial (Funding) Risk Operations team, focusing on reconciliation, issue resolution, Level 2+ support for buy/sell inquiries, and ensuring regulatory compliance to support HSA investment activities and asset growth.

The successful candidate will help establish scalable processes, work with third-party broker/dealers, and contribute to KPI reporting while adapting to evolving financial regulations and operational risk controls.

Qualifications

• Minimum of 3-5 years of progressive experience in a large financial services organization with a focus on investment operations.
• Minimum of 2-3 years of direct experience with HSA custody services and related investment ecosystem.
• Ability to analyze complex operational issues, identify root causes, and implement effective solutions.
• Strong understanding of KPI reporting, regulatory compliance (FINRA, SEC), and financial risk management.

Responsibilities

• Perform complex reconciliations of HSA investment activity across platforms and resolve discrepancies.
• Provide Level 2 and Level 3 support for escalated buy/sell, corporate actions, and related investment operational challenges.
• Liaise with third-party broker/dealers and custodians to ensure smooth integration with NBC custodial operations.
• Manage buy/sell inquiries and ensure accurate trade execution and settlement.
• Oversee fund lists and fees, monitor discrepancies, and assist with allocations.
• Develop and document operational procedures to support scalability and risk mitigation.
• Contribute to KPI reporting and regulatory compliance adherence.

Skills

Financial risk

Reconciliation

Issue resolution

Regulatory compliance

KPI reporting

Data analysis

Excel

Collaboration

Education

Bachelor's degree in finance or business

Tools

Trading systems

Reconciliation tools

Custodial portals

Data analytics platforms

Job description

WEX Inc. seeks an Investment Operations Specialist to join the Financial (Funding) Risk Operations team, focusing on reconciliation, issue resolution, Level 2+ support for buy/sell inquiries, and ensuring regulatory compliance to support HSA investment activities and asset growth.

The successful candidate will help establish scalable processes, work with third-party broker/dealers, and contribute to KPI reporting while adapting to evolving financial regulations and operational risk controls.