Lead Portfolio Manager - Municipal Fixed Income

About this role :

The Fixed Income Strategies Team is searching for a Lead Portfolio Manager - Municipal Fixed Income (Lead Wealth Investment Portfolio Manager). 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. Learn more about our career areas and lines of business at wellsfargojobs.com () .

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, education

Desired 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 strategies

Ability to develop partnerships and collaborate with other business and functional areas

Knowledge of Bloomberg and or BondEdge

Municipal fixed income trading, research or portfolio management experience

Knowledge 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 sponsorship

Posting Locations :

550 South Tryon Street - Charlotte, NC 28202

550 South 4th Street – Minneapolis, MN 55415

Required location listed above. Relocation assistance is not available for this position.

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$139,000.00 - $239,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs () for an overview of the following benefit plans and programs offered to employees.

Health benefits

401(k) Plan

Paid time off

Disability benefits

Life insurance, critical illness insurance, and accident insurance

Parental leave

Critical caregiving leave

Discounts and savings

Commuter benefits

Tuition reimbursement

Scholarships for dependent children

Adoption reimbursement

Posting End Date : 18 Nov 2025

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.

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.

Req Number : R-498377