Wealth Operations Specialist

Wealth Operations Specialist Brand: HSBC Area of Interest: Asset and Wealth Management Location: Buffalo, NY, US, 14210 Work style: Hybrid Worker Date: 6 Feb 2026 In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose u2013 Opening up a world of opportunity u2013 explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. Weu2019re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world u2013 for our customers, our people, our investors, our communities and the planet we all share. As a Wealth Operations Specialist, youu2019ll provide exceptional servicing for HSBC Retail Wealth Brokerage customers, supporting our segment objectives. Youu2019ll act as a Subject Matter Expert (SME), guiding the business line through complex operational functionsu2014especially around Asset Transfers and Managed Account products within International Wealth & Premier Banking (IWPB). Your expertise in Wealth products, execution processes, and advisory accounts will help us deliver a seamless client experience and manage risk effectively. As our Wealth Operations Specialist, you will: + Review & Approve Transfers: Initiate and approve transfers between brokerage accountsu2014both internally and externallyu2014including Automated Customer Account Transfers(ACATs)from other financial institutions and internal HSBC transfers + Be the SME: Advise on transfer types, requirements, and processes to complete customer requests submitted by front office personnel + Support Advisory Account Expertise: Support Brokerage Advisory Accounts and products (e.g., Spectrum, Offshore Spectrum, MPA). Communicate requirements for specific transactions to reduce financial, market, regulatory, and reputational risk + Build Partnerships: Foster strong relationships with key partners: Wealth Relationship Managers (WRMs), Regulatory & Financial Crimes Compliance, AML, Legal, Tax, Wealth Middle Office, external vendors, and the Wealth and Personal Banking (WPB) branch network + Drive Process Improvement: Provide ongoing operational support, raise issues, and propose solutions to streamline processes and enhance the customer experience + Ensure Accuracy: Review and analyze reports and documents for accuracy, following up with relevant teams to ensure compliance with bank guidelines + Maintain Cross-Departmental Collaboration: Maintain a deep understanding of brokerage systems and processes. Work closely with other Wealth Operations (Wealth Ops) teams to support cross-functional activities + Stay Agile: Thrive in a fast-paced environment where priorities shift quickly. Stay organized and detail-oriented to avoid monetary, regulatory, and reputational risk + Coordinate Transactions: Liaise with the Front Office to coordinate cash and security transfers, fund/model changes, asset movements, liquidations, and terminationsu2014ensuring timely action and escalation of any gap + Engage Vendors: Work with internal and external vendors during program changes, updates, or new offerings to ensure operational processes are followed and documented for audit purposes Youu00b4ll likely have the following qualifications to succeed in this role: + Experience in Wealth Management Sales Support, Middle-Office Operations, or a related field + Bacheloru2019s degree in Business, Finance, or equivalent experience + Working knowledge of banking and brokerage operations, securities products, and relevant regulationsu2014especially around advisory products + Strong verbal and written communication skills + Excellent planning, organization, prioritization, and time management abilities + Ownership mindsetu2014drive tasks to completion and guide team members + Collaborative spirit with the ability to work autonomously and handle escalations + Meticulous attention to detail + Proficiency in MS Office and relevant brokerage/mainframe systems As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBCu2019s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. Youu2019ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. Nearest Major Market: Buffalo

Created: 2026-02-09