About this role:
Wells Fargo is seeking a highly skilled Senior Equity Portfolio Manager (Lead Wealth 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:
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Manage discretionary equity portfolios, aligning investment strategies with client objectives, risk tolerance, and market conditions.
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Conduct in-depth research, fundamental analysis, and risk assessment to optimize portfolio returns.
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Monitor market trends, macroeconomic indicators, and financial models to make informed investment decisions.
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Develop asset allocation strategies, implement trades, and continuously assess portfolio performance.
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Deliver above-benchmark returns consistently while managing risk.
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Ensure compliance with investment guidelines, regulatory requirements, and fiduciary responsibilities.
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Provide strategic consulting services to partners, advising on them on Equity Optimizations offerings.
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Identify growth opportunities and develop actionable recommendations.
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Participate in advisor forums, and engage in a mix of education, relationship-building and product marketing.
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Build strong long-term relationships leading to portfolio growth and increased assets under management (AUM).
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Ensure all investment strategies and business advisory practices comply with regulatory requirements and fiduciary responsibilities.
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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:
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5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents)
Desired Qualifications:
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Minimum 5 years of experience in portfolio management, equity investing, or financial consulting
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An active Chartered Financial Analyst (CFA) designation
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Proven ability to generate strong investment performance and deliver business growth strategies
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Strong knowledge of equity markets, valuation techniques, and risk management
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Business growth consulting experience
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Excellent analytical, communication, and leadership skills
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Ability to build and maintain strong client relationships
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Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
Job Expectations:
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This position is not eligible for Visa sponsorship
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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.
Posting Location:
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550 South Tryon Street - Charlotte, NC 28202
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Required location listed above. Relocation assistance is not available for this position.
Posting End Date:
13 Apr 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, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
Top Skills
Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
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