About this role:
Wells Fargo is seeking a highly skilled Senior Equity Portfolio Specialist (Lead Business Growth Strategy Consultant) 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. The ideal candidate will have a proven track record in identifying and prioritizing growth opportunities and brings a mix of strategic thinking, product insights and commercial execution.
In this role, you will:
Serve as the primary resource to various internal groups (e.g., sales) and advisors regarding product and investment strategy inquiries
Serve as a trusted advisor to the portfolio managers and partner to the business leaders
Partner with Regional Managers and Regional Consultants to build relationships with advisors and centers of influence
Provide a deep understanding of the investment process, global market outlook, and strong advocate for the services
Attends and presents at industry conferences and client specific events related to the product category of focus
Leverages client and sales team feedback to support product health assessments and drive ongoing product improvements and positioning
Translates views, positioning, strategies from their aligned desk to enhance impact in thought leadership, marketing collateral, and client engagements
Deliver advisor education and training on direct indexing as well as other Equity Optimization service offerings
Identify, develop and cultivate a high quality, sophisticated client base across distribution channels, and geographies
Preserve investment team time by providing product specialist services, cultivating and maintaining an intimate understanding of the portfolio and investment philosophy and process
Provide support to the existing advisor base via routine and ad hoc client service efforts; ability to independently communicate performance attribution, portfolio design and structure, asset allocation, etc.
Monitor and actively report on competitor and product trends
Act as a liaison between the distribution team and marketing support teams regarding client requests, new business development (Finals/Request For Proposal/Request For Information, etc.), cash flows and marketing materials
Partner with team’s investment writer to contribute to commentary and thought leadership, with a mind for continual enhancement of messaging
Required Qualifications:
5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents)
Desired Qualifications:
Minimum 5 years of experience in portfolio management, equity investing, or financial consulting
An active Chartered Financial Analyst (CFA) designation
Strong interpersonal skills to cultivate relationships internally and externally
Understanding of the equity market trends and the competitive landscape
Strong knowledge of equity markets, valuation techniques, and risk management
Business growth consulting experience
Effective communication skills to clearly articulate the team’s investment process, differentiated approach and competitive edge
Entrepreneurial approach with a desire to build a top-tier investment franchise
Excellent analytical, communication, and leadership skills
Ability to build and maintain strong client relationships
Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
Job Expectations:
This position is not eligible for Visa sponsorship
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.
Posting Location:
550 South Tryon Street - Charlotte, NC 28202
Required location listed above. Relocation assistance is not available for this position.
Posting End Date:
29 Jun 2025
*Job posting may come down early due to volume of applicants.
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.
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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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-465600