Wells Fargo is seeking a Senior Wealth Investment Portfolio Manager in Managed Solutions 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:

• Construct and manage optimal portfolio solutions for large client accounts

• Manage a significant amount of individual securities and mutual funds

• Ensure assigned centralized portfolios are consistent with guidance on strategic, cyclical and tactical asset allocation

• Ensure portfolio construction, security selection, and risk management are consistent with the mandate of the specific portfolio

• Provide guidance with a broader lens on the portfolio management process and portfolio performance

• Interact with peers, colleagues and partners

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:

• 2+ years of Tax Optimization investment experience

• Maintaining and promoting risk framework for investment teams

• Demonstrated ability to build effective relationships with partners to meet business initiatives

• Experience working with InvestCloud, Aladdin, or similar technology

• FINRA registration including Series 65 (or FINRA recognized equivalent)

• Chartered Financial Analyst (CFA) designation or MBA

• Effective written and verbal communication with partners and senior leaders

Job Expectations:

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position

• FINRA Series 65 examinations, or equivalent must be completed within a 90 -day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance

• Compliance with state law registration and licensing requirements is mandatory

• In addition to state registration and licensing requirements, 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 licensing review process at the time of offer acceptance

• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

• This position is not eligible for VISA sponsorship

• This position offers a hybrid work schedule

Work Location:

• 550 South Tryon Street - Charlotte, NC 28202

Posting End Date:

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

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.