Wells Fargo Fixed Income Portfolio Manager – Municipals 

United States, North Carolina, Charlotte 

245557928

In this role, you will:

• Manages a large book of fixed income portfolios on behalf of high-net-worth clients, trusts, and institutions
• Implementation of tax sensitive income strategies, with somewhat broad investment authority and acting independently within the established VIG (Verification of Investment Guidelines)
• Actively participate in team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
• Communicate the Fixed Income Strategies Teams current strategy and delivers market updates to the broader Wealth Investment Management (WIM) community
• Participates in fixed income outreach to internal partners
• Provide on-going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
• Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients and assistance with new business opportunities

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:

• Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents)
• An active Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation
• Minimum 4 years of experience in fixed income portfolio management and investing experiencewith an emphasis in Municipal bonds
• Knowledge of Bloomberg and or BondEdge
• Fixed Income Trading or research experience
• Proven ability to generate strong investment performance and deliver business growth strategies
• Ability to develop partnerships and collaborate with other business and functional areas
• Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
• Knowledge and understanding of Wells Fargo Advisors and Private Bank operations
• Strong analytical skills with high attention to detail and accuracy
• Strong conflict resolution skills
• Excellent analytical, communication, and leadership skills

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 examination, 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.
• 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.
• This position is not eligible for Visa sponsorship

Posting Locations:

• 550 South Tryon Street - Charlotte, NC 28202
• 550 South 4th Street - Minneapolis, MN 55415
• Required location listed above. Relocation assistance is not available for this position.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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