Lead Securities Operations Specialist

Description
Role supports a Copilot-driven initiative for contact center teams, with potential expansion across all lines of business.
Project (internally called "Hint Hub") will:
Build a centralized knowledge/data system (similar to a lightweight RAG model).
Consolidate information into structured datasets for AI usage.
Reduce reliance on other systems and improve operational efficiency.
Lead complex lifecycle initiatives and support tasks, including those that are cross-functional with broad impact, and act as a key participant in large-scale planning and deliverables; identify opportunities for process improvements within Securities Operations, including AI-enabled optimization
Review and analyze complex, multi-faceted, larger scale or longer-term operational tasks or challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented scenarios
Make decisions in complex situations related to full trade processes while leveraging a strong understanding of function, policies, procedures, and compliance requirements to meet deliverables and drive new initiatives
Strategically collaborate and consult with peers, colleagues, and mid-level to managers to resolve issues and achieve goals; may lead projects, teams, or serve as a mentor
Translate operational processes into structured, scalable frameworks that support consistency, knowledge reuse, and AI-driven solutions
Manage and develop expertise in key operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
Resolve complex escalated issues within the scope of responsibility in Securities Operations
Research complex business risks, develop policies, enhance customer satisfaction, and review time-sensitive documents and transaction requests
Exercise independent judgment in understanding trade settlement and influence workflow controls to minimize the effects of operational breakdowns
Lead overall effectiveness of the team according to plans; monitor daily securities and cash-related production work
Lead implementation of projects, new or revised processes, and procedures that require coordination across operational teams; perform analysis for initiatives that support business strategies and involve financial impact and risk considerations
Key Responsibilities
Lead implementation across multiple business units ("verticals").
Facilitate meetings with SMEs to gather and structure data.
Build and refine master prompts and workflows in Copilot.
Perform testing, validation, and QA of datasets.
Provide troubleshooting and issue resolution.
Drive project execution and ensure adoption across teams.
Day-to-Day Work
Repeatable workflow across business units:
Meet with SMEs
Explain process & requirements
Collect and structure data
Test and validate outputs
Heavy focus on:
Meetings & collaboration
Data quality checks
Iterative improvements
Additional Skills & Qualifications
Nice to have:
1 Experience implementing AI or Copilot solutions in an operational environment
Including building knowledge-based tools or workflow optimization solutions.
2 Contact Center or Frontline Support Experience
Understanding of call flows, agent needs, and how operational guidance is consumed in real-time environments.
3 Experience with automation or workflow tools (e.g., Power Automate, SharePoint, knowledge bases)
Supporting scalability and integration of operational processes.
Previous Wells Fargo experience is considered a strong asset, as it may accelerate onboarding and familiarity with internal systems and processes
NOT required:
No cybersecurity/security tooling expertise needed.
Deep domain expertise in financial services is helpful but not mandatory.
Experience Level
Intermediate Level
Job Type & Location
This is a Contract position based out of Charlotte, NC.
Pay and Benefits
The pay range for this position is $50.00 - $52.50/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Charlotte,NC.
Application Deadline
This position is anticipated to close on May 31, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.