Associate Equity Portfolio Manager

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. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
• Hybrid schedule (3 days in office / 2 days remote). 100% telework or remote work location unavailable.
• This position is not eligible for Visa sponsorship

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Work Location:

• 550 South Tryon Street - Charlotte, NC 28202
• Required location listed above. Relocation assistance is not available for this position.

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.