Senior Wealth Client Investment Manager

Wells Fargo
Chicago, Illinois
Remuneration will be commensurate with the standing of the role.
Closing date
Oct 4, 2022

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Senior Wealth Client Investment Manager as part of Wealth and Investment Management. Learn more about the career areas and lines of business

In this role, you will:
  • Lead the book management of more complex client portfolios
  • Establish investment objectives
  • Identify the implementation of applicable investment and risk management policies and procedures in a large number of agency and trust relationships
  • Oversee the review and research of prospective client investment holdings
  • Collaborate with regional partners and clients to develop a client investment plan
  • Provide support for set-up, maintenance, the implementation of guided portfolios, and for a high quality and consistent client onboarding experience
  • Monitor portfolios and oversee risk management and compliance activities to ensure adherence to company's policies and procedures within Wealth Client Investment Management functional area
  • Serve as the liaison between financial intermediaries as required
  • Lead Wealth Client Investment Management projects and a team
  • Serve as a mentor for less experienced individuals

Required Qualifications, US:
  • 4+ years of Wealth Client Investment Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
  • Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or designation or CTFA
  • Experience managing client portfolios strongly preferred
  • Ability to support and develop client relationships
  • Strong analytical skills with high attention to detail and accuracy

    Job Expectations: Regional travel up to 10%

    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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 US:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    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.


    Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,600 locations, 13,000 ATMs, the internet ( and mobile banking, and has offices in 36 countries and territories to support customers who conduct business in the global economy. With approximately 268,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 27 on Fortune’s 2016 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available on Wells Fargo Blogs and Wells Fargo Stories.

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