Senior Equity Portfolio Manager

About this role:

Wells Fargo is seeking a highly skilled Senior Equity Portfolio Manager (Senior Investment Portfolio Manager) to lead the management of discretionary equity portfolios, delivering superior investment performance while managing risk and optimizing returns. In addition, the role involves providing strategic business growth consulting to clients, leveraging financial insights and market expertise to drive expansion and operational efficiency.

This position requires a deep understanding of equity markets, strong analytical skills, and a consultative approach to business growth strategies. The ideal candidate will have a proven track record in portfolio management and experience advising businesses on scaling, operational improvements, and strategic financial planning.

In this role, you will:

• Manage discretionary equity portfolios, aligning investment strategies with client objectives, risk tolerance, and market conditions
• Conduct in-depth research, fundamental analysis, and risk assessment to optimize portfolio returns
• Monitor market trends, macroeconomic indicators, and financial models to make informed investment decisions
• Develop asset allocation strategies, implement trades, and continuously assess portfolio performance
• Deliver above-benchmark returns consistently while managing risk
• Ensure compliance with investment guidelines, regulatory requirements, and fiduciary responsibilities
• Provide strategic consulting services to partners, advising on them on Equity Optimizations offerings
• Identify growth opportunities and develop actionable recommendations
• Participate in advisor forums, and engage in a mix of education, relationship-building and product marketing
• Build strong long-term relationships leading to portfolio growth and increased assets under management (AUM)
• Ensure all investment strategies and business advisory practices comply with regulatory requirements and fiduciary responsibilities
• Provide thought leadership and industry presence representing Equity Optimization at investment conferences, advisor forums, and client events, sharing expertise on market trends and growth strategies.

Required Qualifications:

• 4+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Minimum 4 years of experience in portfolio management, equity investing, or financial consulting
• Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents)
• An active Chartered Financial Analyst (CFA) designation
• Proven ability to generate strong investment performance and deliver business growth strategies
• Strong knowledge of equity markets, valuation techniques, and risk management
• Business growth consulting experience
• Excellent analytical, communication, and leadership skills
• Ability to build and maintain strong client relationships
• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field

Job Expectations:

• Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.  In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards.  Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. 
• This position is not eligible for Visa sponsorship

Work Location:

• 550 S. Tryon