WM Portfolio Manager 1
Company: Wells Fargo
Location: Des Moines
Posted on: April 10, 2021
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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
Keywords: Wells Fargo, Des Moines , WM Portfolio Manager 1, Executive , Des Moines, Iowa
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