{"id":2896609,"url":"https://alion.io/job/wells-fargo-associate-equity-portfolio-manager","title":"Associate Equity Portfolio Manager","company":{"id":1977,"name":"Wells Fargo","domain":"wellsfargo.com","url":"https://alion.io/company/wells-fargo","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":11,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":3,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Management","role_family":"Management","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":76000,"max_usd":141000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1589},"experience_years_min":1,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-10-13T00:00:00Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-31T20:23:00Z","board_verified":false,"closed_at":"2026-10-31T20:23:00Z","days_open":18,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":18},"description":"About this role:\nWells 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.\nThe 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.\nIn 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.\nThis 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.\nIn this role, you will:\nManage discretionary equity portfolios, aligning investment strategies with client objectives, risk tolerance, and market conditions.\nProvide strategic consulting services to partners, advising on Equity Optimization offerings and portfolio construction approaches.\nLeverage risk management tools to monitor portfolio exposures and minimize tracking error relative to benchmarks.\nMonitor market, sector, and factor considerations to effectively manage portfolios within a risk-optimized framework.\nImplement trades and continuously assess portfolio performance to identify value-add opportunities.\nDeliver benchmark-aware investment outcomes while managing risk through a disciplined, model-driven investment process.\nEnsure compliance with investment guidelines, regulatory requirements, and fiduciary responsibilities.\nParticipate in advisor forums and partner engagement opportunities, providing education, market insights, and support for EO solutions.\nBuild strong long-term relationships that support portfolio growth and increased assets under management (AUM).\nRequired Qualifications:\n6+ months of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education\nDesired Qualifications:\nUS only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 65 (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration\nMinimum 6+ months of experience in portfolio management, equity investing, or financial consulting\nProven ability to generate strong investment performance and deliver business growth strategies\nStrong knowledge of equity markets, valuation techniques, and risk management\nBusiness growth consulting experience\nExcellent analytical, communication, and leadership skills\nAbility to build and maintain strong client relationships\nBachelor’s or Master’s degree in finance, Economics, Business, or a related field\nDemonstrated proficiency in utilizing automated systems for asset allocation, reconciliation, and trading, including platforms such as Moxy, Fiserv, SEI, Aladdin Wealth, and InvestCloud.\nJob Expectations:\nUS 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.\nSpecific 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. \nHybrid schedule (3 days in office / 2 days remote). 100% telework or remote work location unavailable.\nThis position is not eligible for Visa sponsorship\nThis 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.\nWork Location:\n550 South Tryon Street - Charlotte, NC 28202\nRequired location listed above. Relocation assistance is not available for this position.\nPosting End Date:\n27 Oct 2026*Job posting may come down early due to volume of applicants.\nWe Value Equal Opportunity\nWells 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.\nEmployees 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.\nCandidates 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.\nApplicants with Disabilities\nTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.\nDrug and Alcohol Policy\nWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.\nWells Fargo Recruitment and Hiring Requirements:\na. Third-Party recordings are prohibited unless authorized by Wells Fargo.\nb. 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