Lead Wealth Management Portfolio Strategist

2 weeks ago

Chicago, Illinois, United States Wells Fargo Full time
About this position:

At Wells Fargo, we prioritize exceptional talent that places our clients at the forefront of our operations. We are on the lookout for individuals who champion diversity, equity, and inclusion in a workplace where every team member feels appreciated and motivated. Join us in our mission to enhance Wells Fargo through outstanding contributions.

Wells Fargo is in search of a Lead Wealth Management Portfolio Strategist

Key Responsibilities:
  • Oversee intricate projects aimed at delivering a comprehensive investment strategy for high and ultra-high net worth clientele.
  • Ensure consistent delivery across various channels within the organization.
  • Drive new business growth and revenue, manage substantial client portfolios, and collaborate with the team to formulate and propose client-focused investment strategies.
  • Identify both financial and non-financial asset opportunities to incorporate into the overall investment strategy for clients, while developing and executing tailored investment plans.
  • Make informed decisions in complex, multifaceted scenarios that require a robust understanding of the Private Wealth Portfolio Management domain, including policies, procedures, and compliance mandates that influence and guide a broader team to achieve business goals and spearhead new initiatives.
  • Engage and consult with peers, colleagues, and senior managers within Private Wealth Portfolio Management to address client concerns and meet business objectives.
  • This position involves client interaction and responsibilities that may include assessing needs and referring clients interested in secured products to appropriate team members. Responsibilities include assisting clients without processing applications or negotiating terms of secured transactions.
Required Qualifications:
  • 7+ years of experience in Private Wealth Portfolio Management or equivalent demonstrated through a combination of work experience, training, military experience, or education.
Preferred Qualifications:
  • 10+ years of experience in investment management.
  • MBA, CFA (completed or in progress), or similar credentials (CFP, CAIA) preferred.
  • Proficient in Microsoft Office applications.
  • Exceptional verbal, written, and interpersonal communication skills.
  • Strong analytical and presentation capabilities.
Job Expectations:
  • Individuals in this role must meet the qualification standards set by the Consumer Financial Protection Bureau and adhere to related Wells Fargo policies. These standards include financial responsibility, character assessment, general financial fitness, and background checks. A current credit report will be utilized to evaluate financial responsibility, though a credit score will not be part of the assessment. Successful candidates must also comply with ongoing regulatory requirements, including additional screenings if necessary.
  • Willingness to travel up to 25% of the time.
Compensation Overview:

The compensation range provided reflects the base pay for this role. Actual pay may vary based on various factors, including achievements, skills, experience, and work location. The listed range is one component of the overall compensation package available to candidates.

Benefits Overview:

Wells Fargo offers a comprehensive benefits package to all eligible full- and part-time employees, designed to safeguard their physical and financial well-being and assist them in maximizing their financial future. Key benefits include:
  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement
Diversity Commitment:

At Wells Fargo, we are committed to fostering diversity, equity, and inclusion in the workplace. We welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, disabilities, pregnancy, marital status, veteran status, or any other status protected by applicable law.

Employees are expected to support our focus on building strong customer relationships while maintaining a robust risk management and compliance culture, which is essential for the success of our clients and the organization. They are accountable for executing all relevant risk programs, which include adhering to applicable Wells Fargo policies and procedures, fulfilling risk and compliance obligations, and making sound risk decisions.

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