Retail Investment Research Senior Manager

About this role:

Wells Fargo is seeking a Retail Investment Research Senior Manager in Global Manager Research as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Lead the Asset Class Lead for Alternative Investments within Global Manager Research
• Manage a team of Investment Research Analysts in the Alternative space
• Engage and influence stakeholders, internal partners and peers
• Identify and recommend opportunities for investment decision-making, investment analysis, investment communication, and sales processes
• Determine appropriate strategy and actions of Retail Investment Research team to meet moderate to high risk deliverables
• Interpret and develop policies and procedures and compliance requirements
• Lead and prioritize investment communication initiatives, and frequently represent the firm to clients and prospects
• Collaborate with and influence all levels of professionals, including managers, clients and prospects
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of Management experience

Desired Qualifications:

• 3+ years' experience working with Alternative Investment Strategies
• Strong organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Knowledge and understanding of investment research, portfolio analysis or quantitative finance
• Excellent verbal, written, and interpersonal communication skills
• Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation

Job Expectations:

• Ability to travel up to 10% of the time
• Hybrid work schedule with 3 days in the office and 2 days remote

Location:

• 1 N. Jefferson Ave, Saint Louis, MO 63103
• 401 S. Tryon Street, Charlotte, NC 28202
• 1445 Ross Avenue; Dallas, TX 75202