Senior Equity Portfolio Specialist, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a highly skilled Senior Equity Portfolio Specialist to lead the management of discretionary equity portfolios, delivering superior investment performance while managing risk and optimizing returns. The role involves providing strategic business growth consulting to clients, leveraging financial insights and market expertise to drive expansion and operational efficiency.

Job Responsibility:

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

Requirements:

5+ years of Business Growth Strategy 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)

Nice to have:

Minimum 5 years of experience in portfolio management, equity investing, or financial consulting
An active Chartered Financial Analyst (CFA) designation
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

What we offer:

Equal opportunity employer
Compliance support on policies and investment planning

Additional Information:

Job Posted:
June 13, 2025

Expiration:
June 29, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Equity Portfolio Specialist