REQUIRED QUALIFICATIONS:

• 7+ years of Private Wealth Portfolio Management experience with HNW or UHNW client relationships, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

DESIRED QUALIFICATIONS:

• MBA or Higher Education
• CFA, CAIA Designations
• Wealth Management support experience with multi-generational families
• Excellent verbal, written, and interpersonal communication skills
• Strong presentation and analytical skills

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

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

ABOUT THIS ROLE:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager.

IN THIS ROLE, YOU WILL:

• Identify and recommend opportunities for Ultra High Net worth clients and their investments
• Make decisions and resolve issues regarding investment policy construction, strategic and tactical asset allocation, supervision of investment implementation, and discretionary portfolio rebalancing
• Partner with other leaders to provide a robust, holistic set of financial services and advice, as well as collaborate with investment leaders to expand and refine the investment services and solutions available to clients
• Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions within Private Wealth Portfolio Management
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Private Wealth Portfolio Management
• Deliver solutions that are long term, large scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
• Provide vision, direction, and expertise within Private Wealth Portfolio Management functional area to senior leadership on implementing innovative and significant business solutions that are large-scale, cross functional, or companywide
• Engage with Private Wealth Portfolio Management functional area professionals and managers across the company and serve as an expert advisor to leadership
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below