Wm Investment Manager 4 Job in Mclean, Virginia US
Wm Investment Manager 4
The Sr. Investment Manager 4 develops, recommends, and directs execution of investment strategies for a group of ultra high net worth individuals and families. Manages the largest and most complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts. With broad investment strategy authority and acting independently within established investment policy guidelines, manages large and potentially the most important client accounts. May help shape investment policies (through teams) within Family Wealth. Consults with the client, Relationship Manager, Financial Consultant, Private Banker, and Account Administrator (if applicable) to develop investment strategies based on client objectives and management philosophy. Utilizes an investment consulting approach in an open architecture environment to execute investment strategies using a broad spectrum of assets and vehicles including separately managed accounts, pooled vehicles (incl. open and closed end mutual funds, ETFs, and partnerships), alternative assets, and occasionally individual securities and structures to maximize returns commensurate with an acceptable level of risk for the client. Performs investment research, keeps informed of developments in the investment management industry and confers with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems. Develops new business through sales/marketing while leveraging partnership opportunities throughout the firm. Basic Qualifications: 10+ years investment management experience. Minimum Qualifications: 10+ yrs Investment Management experience managing ultra high networth relationships. Demonstrated experience meeting with clients and communicating sophisticated investment strategies, reviewing their investment portfolios and expressing firms view of the current macro environment. Preferred Skills: CFA, CAIA, CFP, and/or MBA Wells Fargo is an Affirmative Action and Equal Opportunity Employer M/F/D/V. �© 2012 Wells Fargo Bank, N.A. All rights reserved.