Senior Lead Wealth Investment Portfolio Manager

About this role:

Wells Fargo is seeking a Senior Lead Wealth Investment Portfolio Manager to join the Option Strategies Group (OSG) within Managed Solutions, part of our Wealth & Investment Management (WIM) division.

The Options Strategies Group designs, manages, and executes sophisticated options‑based investment strategies, providing risk management, return enhancement, and customized portfolio overlays for high‑net‑worth (HNW) clients. You will work in a specialized, high‑visibility investment team that collaborates with Financial Advisors, Investment Strategists, leadership partners, and clients across the wealth platform.

This is a rare opportunity for an experienced options portfolio manager or equity derivatives specialist to lead strategy, drive performance, and contribute to continued platform innovation.

In this role, you will:

• Actively manage equity options overlay strategies for high‑net‑worth clients, including covered call, put‑writing, spreads, volatility strategies, and portfolio hedging aligned with client objectives and risk profiles.
• Ensure portfolio construction, security selection, risk management, and position sizing are aligned with investment mandates and the firm’s risk and governance framework.
• Serve as the lead subject matter expert in listed equity options, volatility markets, and derivative‑based strategies, supporting internal partners across research, trading, and wealth investment teams.
• Advise senior leadership on large‑scale, innovative investment solution opportunities, including new strategy development and optimization.
• Present investment research, portfolio insights, and strategy updates to Financial Advisors, HNW clients, and internal investment professionals.
• Mentor and develop junior portfolio managers, providing coaching on options analytics, volatility modeling, and portfolio management best practices.
• Leverage Bloomberg, order management systems (OMS), and market data tools to support trading, execution, and portfolio oversight.

Required Qualifications:

• 7+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of: work experience, training, military experience, education.

Desired Qualifications:

• 10+ years of experience working directly with equity options, derivatives, or volatility trading in an investment management, trading, or hedge fund capacity.
• Expert knowledge of options valuation, options pricing, Greeks, vol surfaces, and risk management techniques.
• Successfully completed FINRA Series 65 (or a recognized equivalent) or ability to obtain within 90 days.
• Active CFA or CAIA designation strongly preferred.
• Proven track record of generating strong investment performance, enhancing client outcomes, and delivering business growth in a portfolio management or trading environment.
• Demonstrated success building effective relationships with Operations, Trading, Financial Advisors, and cross‑functional investment teams.
• Working knowledge of Bloomberg, OMS platforms, and portfolio analytics tools.
• Experience with Python, SQL, or MATLAB for research, modeling, or process enhancement.
• Excellent analytical, communication, and leadership skills with the ability to translate complex strategies for non‑technical audiences.

Job Expectations:

• This position is not eligible for Visa sponsorship
• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or equivalent must be completed within a 90-day time period following commencement of employment if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.

Work Location:

• 550 South Tryon Street - Charlotte, NC 28202
• Required location listed above. Relocation assistance is not available for this position.

Posting End Date: 

23 Mar 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.