Senior Private Wealth Portfolio Manager, Wells Fargo

Wells Fargo

Location:
United States, Atlanta

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking a Senior Private Wealth Portfolio Manager.

Job Responsibility:

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
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

Requirements:

7+ years of Private Wealth Portfolio Management experience with HNW or UHNW client relationships
MBA or Higher Education
CFA, CFP, CAIA Designations
Wealth Management support experience with multi-generational families
Excellent verbal, written, and interpersonal communication skills
Strong presentation and analytical skills

Nice to have:

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

Additional Information:

Job Posted:
April 25, 2025

Expiration:
April 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Private Wealth Portfolio Manager