Senior Equity Portfolio Manager

Senior Equity Portfolio Manager

Wells Fargo is seeking a highly skilled Senior Equity Portfolio Manager to lead the management of discretionary equity portfolios, delivering superior investment performance while managing risk and optimizing returns. In addition, the role involves providing strategic business growth consulting to clients, leveraging financial insights and market expertise to drive expansion and operational efficiency. This position requires a deep understanding of equity markets, strong analytical skills, and a consultative approach to business growth strategies. The ideal candidate will have a proven track record in portfolio management and experience advising businesses on scaling, operational improvements, and strategic financial planning.

In this role, you will :

• Manage discretionary equity portfolios, aligning investment strategies with client objectives, risk tolerance, and market conditions
• Conduct in-depth research, fundamental analysis, and risk assessment to optimize portfolio returns
• Monitor market trends, macroeconomic indicators, and financial models to make informed investment decisions
• Develop asset allocation strategies, implement trades, and continuously assess portfolio performance
• Deliver above-benchmark returns consistently while managing risk
• Ensure compliance with investment guidelines, regulatory requirements, and fiduciary responsibilities
• Provide strategic consulting services to partners, advising on them on Equity Optimizations offerings
• Identify growth opportunities and develop actionable recommendations
• Participate in advisor forums, and engage in a mix of education, relationship-building and product marketing
• Build strong long-term relationships leading to portfolio growth and increased assets under management (AUM)
• Provide thought leadership and industry presence representing Equity Optimization at investment conferences, advisor forums, and client events, sharing expertise on market trends and growth strategies

Required Qualifications :

Desired Qualifications :

Job Expectations :

Work Location :

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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates 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.

Wells Fargo Recruitment and Hiring Requirements :

Req Number : R-500285