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WM Portfolio Manager 1

Company: Wells Fargo
Location: Des Moines
Posted on: April 10, 2021

Job Description:

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application. 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.Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:o Building enduring client relationships through sound, thoughtful, and objective adviceo Developing individualized plans for clients to help meet their financial objectiveso Helping clients build, manage, preserve, and transition their financial resources and wealthWIM serves clients through the following businesses:o Wells Fargo Private Bank serves high-net-worth individuals and families.o Abbot Downing serves ultra-high-net-worth individuals and families. o Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers. o Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.The Portfolio Manager is responsible for the delivery, internal servicing and implementation of select 'modeled' or optimized investment strategies offered through Wells Fargo Investment Management (WIM) Portfolio Implementation (PI) platform. Solutions include individually managed equities and fixed income portfolios, mutual, common and exchange traded funds. Serves as the liaison between financial intermediaries such as the bank's Relationship Managers, Wealth & Trust Advisors, Investment Managers, Wells Fargo Financial Advisors and other WIM partners as required. Oversee the set-up, maintenance and implementation of 'target', or modeled portfolios across accounts managed or supported by assigned personnel, process ad-hoc purchases, sales and redemptions as required, ensure timely and accurate settlement thereof, monitor portfolios to ensure compliance with the firm's policies and procedures and any client- or document-imposed constraints, and maintain related applications/databases as required. Oversee risk management and compliance activities to ensure adherence to firm's policies and procedures. May be asked to serve as a liaison between PI and various internal support groups, e.g., risk management/compliance, product management, manager research, etc. Research and resolve trading and/or other account-level irregularities resulting in potential operating losses and/or temporary suspension from block trading activities. Oversee timely processing and/or resolution of all trading irregularities involving accounts participating in the programs; Perform related duties as assigned or requested.This role is open to a telecommute option. Any location across Wells Fargo's footprint will be considered.Required Qualifications

  • 2+ years of investment experience, demonstrated through work, military, or educationDesired Qualifications
    • A BS/BA degree or higher
    • Ability to be proactive, innovative and creative in meeting customer and enterprise needs
    • Strong analytical skills with high attention to detail and accuracy
    • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
    • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
    • Excellent verbal, written, and interpersonal communication skills
    • Ability to interact with integrity and a high level of professionalism with all levels of customers, team members and management
    • Knowledge and understanding of wealth and investment management
    • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
    • Strong presentation skillsOther Desired Qualifications
      • Knowledge and understanding of High Net Worth (HNW) clients: investment managing or servicing investment portfolios
      • Knowledge and understanding of investment products, asset allocation, operations, and the servicing requirements
      • Knowledge and understanding of investments, investment management, securities markets, trading, and model based portfolio management
      • Strong presentation skills
      • Active or seeking Chartered Financial Analyst (CFA) designation
      • Firsthand involvement in Data Analytics or Business Intelligence to extract and summarize high volumes of data which support important business decisions daily
      • Familiarity with object oriented programming, Visual Basic or VBA Salary InformationThe salary range displayed below is based on a Full-time 40 hour a week schedule.TX-Austin: Min: $49,000 Mid: $68,000 Max: $87,000Street AddressTX-Austin: 5301 Southwest Parkway Bldg A - Austin, TXDisclaimerAll offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.Benefits SummaryBenefits Visit for benefits information.

Keywords: Wells Fargo, Des Moines , WM Portfolio Manager 1, Executive , Des Moines, Iowa

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