Senior Lead Wealth Investment Portfolio Manager

About this role:

Wells Fargo is seeking a Senior Lead Wealth Investment Portfolio Manager in Equity Optimization as part of Wealth & Investment Management (WIM).   Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Develop and execute customized strategies to align client portfolios with specific goals, benchmarks, and risk tolerances

• Conduct portfolio analysis using advanced tools and techniques, maintaining alignment with client guidelines and performance goals

• Continuously monitor and optimize portfolios to enhance after-tax returns and ensure alignment with evolving client objectives

• Partner with EO leadership to evaluate emerging trends in direct indexing and tax-efficient investing, ensuring EO remains at the forefront of industry innovation

• Provide strategic guidance for the adoption of innovative business intelligence tools and analytic platforms

• Drive the development and implementation of innovative technology solutions to address existing workflow and reporting challenges and expand tax-efficient portfolio offering

• Serve as a senior advisor to investment professionals, providing insights on portfolio construction, tax strategies, and transition management

• Support EO leadership in the execution of enhanced risk management frameworks, ensuring compliance with regulatory requirements and internal policies

• Mentor and develop junior team members, fostering a culture of excellence and continuous learning

Required Qualifications:

• 7+ 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:

• 5 years' experience leading cross-functional teams, drive large-scale projects, and influence strategic decisions

• Advanced technology skillset and understanding of tools like Microsoft Power Tools and Alteryx with a skillset to strategically apply capabilities to advance business objectives

• Demonstrated experience with modern portfolio management platforms and an understanding of technology’s role in delivering innovative financial solutions

• Working knowledge in direct indexing, tax-loss harvesting, transition management, and tax-optimized investment strategies

• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

• Strong investment background with a demonstrated understanding of investment management, securities markets and trading, and portfolio management

• Experience managing/servicing client investment portfolios/relationships.

• Investment management (e.g. Portfolio Services Group) and/or investment implementation (e.g. Equity Optimization or Managed Disciplined Strategies) experience

• Knowledgeable in use of automated investment management, asset allocation, reconciliation, and trading systems, e.g., Aladdin Wealth PPMT Centralized Portfolio Management, Moxy, FiServ, SEI, CRD, Invest Cloud, etc.

• Advanced degree MBA in finance, economics, or a related discipline

• Active FINRA Series 65 or CFA

• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

• 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.

Work Location:

• 550 South Tryon Street - Charlotte, NC 28202

Posting End Date: 

13 Jan 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy,