Wells Fargo Senior Equity Portfolio Specialist 

United States, North Carolina, Charlotte 

349827690

In this role, you will:

• Serve as the primary resource to various internal groups (e.g., sales) and advisors regarding product and investment strategy inquiries
• Serve as a trusted advisor to the portfolio managers and partner to the business leaders
• Partner with Regional Managers and Regional Consultants to build relationships with advisors and centers of influence
• Provide a deep understanding of the investment process, global market outlook, and strong advocate for the services
• Attends and presents at industry conferences and client specific events related to the product category of focus
• Leverages client and sales team feedback to support product health assessments and drive ongoing product improvements and positioning
• Translates views, positioning, strategies from their aligned desk to enhance impact in thought leadership, marketing collateral, and client engagements
• Deliver advisor education and training on direct indexing as well as other Equity Optimization service offerings
• Identify, develop and cultivate a high quality, sophisticated client base across distribution channels, and geographies
• Preserve investment team time by providing product specialist services, cultivating and maintaining an intimate understanding of the portfolio and investment philosophy and process
• Provide support to the existing advisor base via routine and ad hoc client service efforts; ability to independently communicate performance attribution, portfolio design and structure, asset allocation, etc.
• Monitor and actively report on competitor and product trends
• Act as a liaison between the distribution team and marketing support teams regarding client requests, new business development (Finals/Request For Proposal/Request For Information, etc.), cash flows and marketing materials
• Partner with team’s investment writer to contribute to commentary and thought leadership, with a mind for continual enhancement of messaging

Required Qualifications:

• 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Minimum 5 years of experience in portfolio management, equity investing, or financial consulting
• An active Chartered Financial Analyst (CFA) designation
• Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents)
• Strong interpersonal skills to cultivate relationships internally and externally
• Understanding of the equity market trends and the competitive landscape
• Strong knowledge of equity markets, valuation techniques, and risk management
• Business growth consulting experience
• Effective communication skills to clearly articulate the team’s investment process, differentiated approach and competitive edge
• Entrepreneurial approach with a desire to build a top-tier investment franchise
• 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
• Registration for FINRA Series 65 (or must be completed within 90 days of hire date if it is not available for 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.

Posting Location:

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

Wells Fargo Recruitment and Hiring Requirements:

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