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WM Investment Management Specialist

Company: Wells Fargo Bank
Location: Greensboro
Posted on: February 15, 2020

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.? In order to receive text message invitations, your profile must include a mobile phone number designated as ?Personal Cell? or ?Cellular? in the contact information of your application.At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement.Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Consumer Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.Assists 2 Senior Investment Managers in handling investment management activities for a group of clients. Manages simple to moderately complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts. With limited investment strategy authority and generally handling smaller accounts, works under the direct supervision of management or more senior staff. Consults with Relationship Manager, Financial Consultant, Private Banker, Account Administrator (if applicable) and client to deliver "full balance sheet" solutions based on management philosophy and customer objectives. Utilizes an investment consulting approach to execute investment strategies leveraging individual securities (incl. equities, bonds, ETFs, real estate securities, etc.), pooled vehicles (incl. open and closed end Mutual Funds and DIFs), "open architecture" platforms, and "alternative" investments to maximize returns commensurate with an acceptable level of risk for the client. Performs investment research, keeps informed of developments in investment management industry and confers with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems. Assists in business development through sales/marketing while leveraging partnership opportunities throughout the firm. May be located in either an office or center environment.

Required Qualifications

  • 2+ years of investment support experience

    Desired Qualifications
    • Intermediate Microsoft Office skills
    • Excellent verbal, written, and interpersonal communication skills
    • Strong presentation skills

      Other Desired Qualifications
      • Previous experience with investment research or portfolio management or work within private client asset management business
      • Familiarity with fiduciary standard and related compliance requirements/oversight
      • Experience with FactSet and Morningstar preferred
      • Bachelor's degree
      • Currently enrolled in CFA program or advanced degree program
      • Strong attention to detail
      • Demonstrated ability to work independently and problem-solve
      • Familiarity with multiple asset classes and investment strategies
      • Ability to work in a fast paced environment and handle multiple priorities at once



        Street Address
        NC-Winston Salem: 100 N Main St - Winston Salem, NC
        NC-Greensboro: 300 N Greene St - Greensboro, NC


        Disclaimer

        All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

        Relevant military experience is considered for veterans and transitioning service men and women.
        Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, Greensboro , WM Investment Management Specialist, Executive , Greensboro, North Carolina

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