Lead Portfolio Manager - Municipal Fixed Income, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
Minneapolis

Category:
Finance

Contract Type:
Employment contract

Salary:

139000.00 - 239000.00 USD / Year

Save Job

Apply Position

Job Description:

The Fixed Income Strategies Team is searching for a Lead Portfolio Manager - Municipal Fixed Income to provide fixed income investment management designed to generate income and long term capital growth. The team specializes in meeting the unique needs of High-net-worth individuals and institutional-style investors through fully discretionary actively managed fixed income portfolios.

Job Responsibility:

Manage a large book of fixed income portfolios on behalf of High-net-worth clients, trusts, and institutions
Implement tax sensitive income strategies
Lead team strategy calls and execute strategic and tactical positioning
Communicate the Fixed Income Strategies Teams current strategy and deliver market updates
Participate in fixed income outreach to internal partners
Provide on-going support to generalist advisor partners
Work with Client Relationship Group partners to provide ongoing service to existing clients

Requirements:

5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, education
Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
Knowledge of Bloomberg and or BondEdge
Municipal fixed income trading, research or portfolio management experience
Knowledge of coding languages (VBA, Python, R, SQL)
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s)

Nice to have:

Proven ability to generate strong investment performance and deliver business growth strategies
Ability to develop partnerships and collaborate with other business and functional areas

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
October 14, 2025

Expiration:
November 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Lead Portfolio Manager - Municipal Fixed Income