CHARLOTTE, NC, 28230, USA
5 hours ago
Senior Portfolio Manager
**About this role:** Wells Fargo is seeking a Senior Portfolio Manager in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . This is a multi‑faceted opportunity to collaborate with a focused, exceptionally skilled portfolio management team operating at the highest level of investment excellence. We are seeking a seasoned, well‑rounded Portfolio Manager with a demonstrated track record of successfully guiding complex investment strategies and overseeing a diverse suite of model portfolios. The ideal candidate will bring deep expertise, sound judgment, and a sophisticated understanding of portfolio construction—someone ready to lead with confidence, elevate our investment solutions, and contribute meaningfully to the ongoing evolution of our portfolio management capabilities **In this role, you will:** + Develop, recommend, and direct execution of investment programs across Wealth and Investment Management lines of businesses + Manage a significant number of individual securities and mutual funds + Ensure assigned centralized portfolios are consistent with guidance on asset allocation strategy + Ensure portfolio construction, security selection, and risk management are consistent with the mandate of the specific portfolio + Act as a Liaison or subject matter expert with Global Manager Research for specific asset classes and contributes to portfolio improvement and development + Serve as a subject matter expert for specific asset classes and contributes to portfolio improvement + Support the investment communication efforts and present information to internal advisors and teams **Required Qualifications:** + 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 **Desired Qualifications:** + A BS/BA degree or higher in accounting, finance or economics + CFA (or CFA candidate), other related designations + A passion for investments and financial markets + A background in security research and selection + Ability to be flexible and adaptable in an evolving environment + Strong quantitative and qualitative analysis skills + Ability to collaborate with team members in a collegial setting + Experience working with research tools such as FactSet and Bloomberg + Excellent verbal, written and interpersonal communication skills + Strong Microsoft Office skills + Experience with Morningstar, Bloomberg, Factset, etc. **Job Expectations:** + Hybrid Work Schedule + This position is not eligible for Visa sponsorship. **Posting Locations:** + 401 S. Tryon Street, Charlotte, NC 28202 + 1 N. Jefferson Ave, Saint Louis, MO 63103 **Posting End Date:** 15 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. 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. 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 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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. **Req Number:** R-516680
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