Wealth Investment Associate Portfolio Manager

About this role:
Wells Fargo is seeking an Equity Portfolio Manager (Wealth Investment Portfolio Manager) to lead the management of discretionary equity portfolios, delivering superior investment performance while managing risk and optimizing returns.

The Wealth Investment Equity Portfolio Manager is responsible for leading the design, implementation, and ongoing management of customized equity portfolios for high-net-worth and ultra-high-net-worth clients. This role focuses on delivering tailored equity strategies that align with each client's objectives, risk profile, and tax considerations, while leveraging proprietary research, market insights, and disciplined portfolio construction techniques.

In partnership with relationship managers, investment strategists, and other wealth specialists, you will provide discretionary management of client portfolios, recommend strategic and tactical allocations, and oversee day-to-day portfolio positioning. You will also be accountable for monitoring performance, rebalancing portfolios, and making adjustments in response to market conditions, corporate actions, and evolving client needs.

This role requires depth of expertise in equity markets, company and sector analysis, active and passive equity management approaches, and tax-efficient implementation strategies such as direct indexing. Candidates must be able to translate complex equity investment concepts into clear, actionable recommendations for advisors and clients.

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.

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

• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 65 (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• Minimum 6+ months of experience in portfolio management, equity investing, or financial consulting
• 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
• Demonstrated proficiency in utilizing automated systems for asset allocation, reconciliation, and trading, including platforms such as Moxy, FiServ, SEI, Aladdin Wealth, and InvestCloud.

• This position is not eligible for Visa sponsorship
• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or equivalent must be completed within a 90-day time period following commencement of employment 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 is required.
• 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.
• Hybrid schedule (3 days in office / 2 days remote). 100% telework or remote work location unavailable.

• 550 South Tryon Street - Charlotte, NC 28202
• Required location listed above. Relocation assistance is not available for this position.