Lead Portfolio Manager – Municipal Fixed Income

Wells Fargo

Lead Portfolio Manager managing fixed income portfolios for High-net-worth clients at Wells Fargo. Implementing strategies and delivering business growth in investment management.

Posted 5/28/2026full-timeCharlotte • Minnesota, North Carolina • 🇺🇸 United StatesSenior💰 $139,000 - $239,000 per yearWebsite

Tech Stack

Tools & technologies

PythonSQLVBA

About the role

Key responsibilities & impact

Manage a large book of fixed income portfolios on behalf of High-net-worth clients, trusts, and institutions
Implement tax sensitive income strategies, with somewhat broad investment authority and act independently within the established VIG (Verification of Investment Guidelines)
Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
Communicate the Fixed Income Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community
Participate in fixed income outreach to internal partners
Provide on-going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients

Requirements

What you’ll need

5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
Proven ability to generate strong investment performance and deliver business growth strategies
Ability to develop partnerships and collaborate with other business and functional areas
Knowledge of Bloomberg and or BondEdge Municipal fixed income trading, research or portfolio management experience
Knowledge of coding languages (VBA, Python, R, SQL)

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Wealth Investment Portfolio Managementfixed income managementinvestment performancebusiness growth strategiesVBAPythonRSQLBloombergBondEdge

Soft Skills

leadershipcommunicationcollaborationpartnership development

Certifications

FINRA Series 65Chartered Financial Analyst