Wells Fargo Senior Equity Portfolio Manager 

United States, North Carolina, Charlotte 

195898728

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-buildingand 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.

• 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:

• 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:

• Minimum 5 years of experience in portfolio management, equity investing, or financial consulting

• An active Chartered Financial Analyst (CFA) designation

• 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

Job Expectations:

• This position is not eligible for Visa sponsorship

• 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:

• 550 South Tryon Street - Charlotte, NC 28202

• Required location listed above. Relocation assistance is not available for this position.

13 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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