Lead Portfolio Manager - Municipal Fixed Income Job at Wells Fargo (Charlotte)

Municipal Fixed Income Portfolio Manager

The Fixed Income Strategies Team is searching for a Portfolio Manager - Municipa...

Location

United States , Minneapolis; Charlotte

Salary:

100000.00 - 179000.00 USD / Year

Wells Fargo

Expiration Date

June 12, 2026

Requirements

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
Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
Municipal fixed income trading, research or portfolio management experience
Municipal Cash Management experience a plus
Proven ability to generate strong investment performance and deliver business growth strategies
Ability to develop partnerships and collaborate with other business and functional areas
Knowledge of Bloomberg and or BondEdge
Knowledge of coding languages (VBA, Python, R, SQL)
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
This position is not eligible for Visa sponsorship

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, with somewhat broad investment authority and act independently within the established VIG (Verification of Investment Guidelines)
Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
Communicate the Fixed Income Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community
Participate 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

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

Fulltime

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Lead Portfolio Manager - Municipal Fixed Income

Job Description

Job Responsibility

Requirements

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What we offer

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