Lead Securities Operations Specialist - NC

StratAcuity Staffing Partners Inc

Charlotte, NC

JOB DETAILS
SALARY
$53–$57 Per Hour
SKILLS
Advertising Operations, Analysis Skills, Artificial Intelligence (AI), Automation, Business Analysis, Business Plan, Call Centers, Career Counseling, Consulting, Cross-Functional, Customer Support/Service, Decision Support, Financial Services, Funding, Genetics, Internet Search, Knowledge Base, Knowledge Management, Leadership, Legal, Mentoring, Microsoft SharePoint, Onboarding, Operational Audit, Operational Support, Operations Planning, Operations Processes, Performance Analysis, Problem Solving Skills, Process Improvement, Project Design, Property Maintenance, Reconciliation, Regulatory Compliance, Risk, Risk Management, Root Cause Analysis, Securities
LOCATION
Charlotte, NC
POSTED
23 days ago

Job#: 3035340

Job Description:

Client: Financial Services

Team: TBA

Job Title: Business Execution Consultant 3 / Lead Securities Operations Specialist

Location: Charlotte, NC (CIC) - Hybrid

Contract Length: 6 months (potential extension; conversion not confirmed)

Pay Rate: $53 - $57

Top Requirements:

  • 5+ years of Securities Operations experience with deep understanding of trade lifecycle and settlement
  • Experience with AI enablement / prompt engineering (Copilot or similar tools)
  • Strong process mapping, operational analysis, and data structuring skills

Plusses:

  • Experience implementing AI or Copilot-enabled solutions in operational environments
  • Experience with automation/workflow tools (Power Automate, SharePoint, knowledge bases)
  • Contact center or frontline support experience
  • Previous Wells Fargo experience (highly preferred)
  • Strong risk management and problem-solving capabilities

Job Summary:

In this contingent resource assignment, you may: Consult on or participate in moderately complex initiatives and deliverables within Business Execution and contribute to large-scale planning related to Business Execution deliverables. Review and analyze moderately complex Business Execution challenges that require an in-depth evaluation of variable factors. Contribute to the resolution of moderately complex issues and consult with others to meet Business Execution deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements. Collaborate with client personnel in Business Execution.

Day-to-Day Responsibilities:

  • Lead process improvement initiatives across Securities Operations, including AI-enabled optimization efforts
  • Analyze and map complex operational workflows into structured, scalable frameworks
  • Design and implement prompt engineering strategies for AI tools (e.g., Copilot) to support operational efficiency
  • Structure and organize data for knowledge management and AI-driven decision support
  • Collaborate with stakeholders to enhance trade lifecycle processing, settlement, and operational controls
  • Identify root causes of operational issues and develop risk-balanced solutions
  • Support and optimize processes including onboarding, funding operations, payments, settlements, and reconciliation
  • Resolve complex escalations and operational challenges within securities operations
  • Lead and support projects involving workflow redesign, automation, and strategic improvements
  • Monitor operational performance and contribute to risk, compliance, and audit readiness initiatives
  • Partner with cross-functional teams and leadership to drive alignment and execution
  • Mentor team members and contribute to overall team effectiveness

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details.

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Employee Type:

Contract

Location:

Charlotte, NC, US

Job Type:

Date Posted:

May 21, 2026

Pay Range:

$53 - $57 per hour

Similar Jobs

  • Lead Securities Operations Specialist - NC
  • Unclaimed Property Operations Specialist
  • Supplier Enablement Operations Specialist - IA, NC
  • Quality Operations Specialist
  • Ad Operations Specialist

About the Company

S

StratAcuity Staffing Partners Inc