Lead Portfolio Manager - Municipal Fixed Income
The Fixed Income Strategies Team is searching for a Lead Portfolio Manager - Municipal Fixed Income. The Fixed Income Strategies Team (FIST) is part of the Wells Fargo Investment Institute (WFII) within the Investment Solutions organization and provides fixed income investment management designed to generate income and long term capital growth. The FIST team specializes in meeting the unique needs of high-net-worth individuals and institutional-style investors through fully discretionary actively managed fixed income portfolios. The FIST team provides taxable, tax advantaged, SMA strategies with a focus on investment grade securities across most asset classes / sectors and across the yield curve.
In this role, you will :
- Manage a large book of fixed income portfolios on behalf of high-net-worth clients, trusts, and institutions
- Implement tax sensitive income strategies, with somewhat broad investment authority and act independently within the established VIG (Verification of Investment Guidelines)
- Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
- Communicate the Fixed Income Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community
- Participate in fixed income outreach to internal partners
- Provide on-going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
- Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients
Required qualifications :
5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, educationDesired qualifications :
Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)Proven ability to generate strong investment performance and deliver business growth strategiesAbility to develop partnerships and collaborate with other business and functional areasKnowledge of Bloomberg and or BondEdgeMunicipal fixed income trading, research or portfolio management experienceKnowledge of coding languages (VBA, Python, R, SQL)Job expectations :
Obtaining and / or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.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.This position is not eligible for Visa sponsorshipPosting locations :
550 South Tryon Street - Charlotte, NC 28202550 South 4th Street Minneapolis, MN 55415Required location listed above. Relocation assistance is not available for this position.Pay range : $139,000.00 - $239,000.00
Benefits :
Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementWe 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.