Lead Portfolio Manager - Municipal Fixed Income

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, 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 demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$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

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.