WM Sr Investment Strategist 4 recruitment
You have the skills and the passion to make a difference. At Wells Fargo, we're with you. Our supportive environment enables our team members to build relationships with each other, our customers, and our communities.
WM Sr Investment Strategist 4 New York, NY Develops, recommends, and directs execution of investment strategies for a group of clients (high net worth individuals, foundations and endowments). Manages 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. Will likely help shape the investment policies (through teams) within Wealth Mgmt Group. Consults with Relationship Manager, Financial Consultant, Private Banker, Account Administrator (if applicable) and client to develop investment strategies 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. Develops new business through sales/marketing while leveraging partnership opportunities throughout the firm. May act as a senior investment leader in overseeing junior investment personnel and in representing The Private Bank in a defined local market.
Basic Qualifications:
- 10+ years' investment management experience.
Minimum Qualifications:
- 10 years' experience working with high net worth clients.
- Institutional asset management experience or work with external investment consultants and investment committees a plus.
- Excellent communication/presentation skills required.
- Ability to mentor junior staff and work in a team environment.
Preferred Qualifications:
- Local market knowledge preferred.
- CFA strongly preferred.
Join our team. Visit our careers site at wellsfargo.com/careers and search by Requisition #3599074 to apply.
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