Sr Private Wealth Portfolio Manager
| Company | Wells Fargo |
|---|---|
| Location | Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | MBA |
| Experience Level | Senior, Expert or higher |
Requirements
- 7+ years of Private Wealth Portfolio Management experience with HNW or UHNW client relationships, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Identify and recommend opportunities for Ultra High Net worth clients and their investments
- Make decisions and resolve issues regarding investment policy construction, strategic and tactical asset allocation, supervision of investment implementation, and discretionary portfolio rebalancing
- Partner with other leaders to provide a robust, holistic set of financial services and advice, as well as collaborate with investment leaders to expand and refine the investment services and solutions available to clients
- Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions within Private Wealth Portfolio Management
- Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Private Wealth Portfolio Management
- Deliver solutions that are long term, large scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
- Provide vision, direction, and expertise within Private Wealth Portfolio Management functional area to senior leadership on implementing innovative and significant business solutions that are large-scale, cross functional, or companywide
- Engage with Private Wealth Portfolio Management functional area professionals and managers across the company and serve as an expert advisor to leadership
Preferred Qualifications
- MBA or Higher Education
- CFA, CFP, CAIA Designations
- Wealth Management support experience with multi-generational families
- Excellent verbal, written, and interpersonal communication skills
- Strong presentation and analytical skills