Associate Equity Portfolio Manager at Wells Fargo Bank in Charlotte, NC

Job description

About this role: Wells Fargo is seeking an Associate Equity Portfolio Manager (Wealth Investment Associate Portfolio Manager) to lead the management of model-driven equity portfolios, delivering tax efficient investment performance while optimizing risk-adjusted returns. The Associate Equity Portfolio Manager is responsible for leading the design, implementation, and ongoing management of customized equity portfolios for High-net-worth and Ultra-high-net-worth clients. This role focuses on delivering tailored equity strategies that align with each client’s objectives, risk profile, and tax considerations, while leveraging research, market insights, and disciplined portfolio construction techniques. In partnership with relationship managers, investment strategists, and other wealth specialists, you will provide discretionary management of client portfolios with a tax-aware focus. You will be accountable for monitoring performance, rebalancing portfolios, and making adjustments in response to market conditions, corporate actions, and evolving client needs. This role requires depth of expertise in equity markets, strong risk management capabilities, and knowledge of tax-efficient implementation strategies such as direct indexing. Candidates must be able to simplify equity investment concepts into clear, actionable recommendations for advisors and clients. In this role, you will: Manage discretionary equity portfolios, aligning investment strategies with client objectives, risk tolerance, and market conditions. Provide strategic consulting services to partners, advising on Equity Optimization offerings and portfolio construction approaches. Leverage risk management tools to monitor portfolio exposures and minimize tracking error relative to benchmarks. Monitor market, sector, and factor considerations to effectively manage portfolios within a risk-optimized framework. Implement trades and continuously assess portfolio performance to identify value-add opportunities. Deliver benchmark-aware investment outcomes while managing risk through a disciplined, model-driven investment process. Ensure compliance with investment guidelines, regulatory requirements, and fiduciary responsibilities. Participate in advisor forums and partner engagement opportunities, providing education, market insights, and support for EO solutions. Build strong long-term relationships that support portfolio growth and increased assets under management (AUM). Required Qualifications: 6+ months of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 65 (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Minimum 6+ months of experience in portfolio management, equity investing, or financial consulting Proven ability to generate strong investment performance and deliver business growth strategies Strong knowledge of equity markets, valuation techniques, and risk management Business growth consulting experience 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 Demonstrated proficiency in utilizing automated systems for asset allocation, reconciliation, and trading, including platforms such as Moxy, Fiserv, SEI, Aladdin Wealth, and InvestCloud. Job Expectations: US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or equivalent must be completed within a 90-day time period following commencement of employment if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compli