Lead Portfolio Manager - Municipal Fixed Income

Responsibilities

• Manage a large book of fixed income portfolios for high-net-worth clients, trusts, and institutions
• Implement tax-sensitive income strategies and execute strategic and tactical positioning
• Lead team strategy calls and communicate market updates to the broader Wealth Investment Management community
• Provide ongoing support and fixed income expertise to generalist advisor partners
• Collaborate with Client Relationship Group partners to ensure high-quality service to existing clients

Requirements

• 5+ years of Wealth Investment Portfolio Management experience
• Ability to obtain or maintain appropriate FINRA licenses (Series 65 or equivalent)

Preferred Qualifications

• Municipal fixed income trading, research, or portfolio management experience
• CFA designation or successful completion of the FINRA Series 65 exam
• Proficiency with Bloomberg or BondEdge
• Knowledge of coding languages such as VBA, Python, R, or SQL
• Proven ability to generate strong investment performance and drive business growth

Benefits

• Comprehensive health benefits
• 401(k) Plan
• Paid time off and parental leave
• Life, critical illness, and accident insurance
• Tuition reimbursement and scholarships for dependent children
• Commuter benefits and adoption reimbursement

About the Company

Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments, including Wealth & Investment Management.