Senior Lead Wealth Investment Portfolio Manager
About The Position
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.
Requirements
- 7+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of: work experience, training, military experience, education
Nice To Haves
- 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.
Responsibilities
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
