WM Investment Manager 2

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

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.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

  • Building enduring client relationships through sound, thoughtful, and objective advice
  • Developing individualized plans for clients to help meet their financial objectives
  • Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

  • Wells Fargo Private Bank serves high-net-worth individuals and families.
  • Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
  • Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has created horizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams and functions currently found across WIM’s consumer businesses under a common, WIM-level organization. The group is focused on transforming from channel-based to client-focused solutions and delivery in an effort to reduce operational risk, improve efficiency, increase consistency/coordination, and bring focus on product management/development to deliver innovative growth and improve the client experience. Additionally, the new group will deliver a WIM-level culture of product management excellence by creating a culture of innovation, product excellence, client service, and risk mitigation.

The Position:

Responsible for managing a book of moderately complex client portfolios. Responsible for investment servicing, establishing investment objectives, overseeing implementation of applicable investment and risk management policies and procedures in agency and trust relationships. Formulates investment programs designed to achieve stated investment objectives, including selection of structured investment programs and products (e.g. target asset allocation strategies and the creation of transition plans).

Preferred locations are listed, however this job is open to other locations within the Wells Fargo footprint.

Salary range is determined by the location of the job.

The salary range displayed below is based on a Full-time 40 hour a week schedule:

Sioux Falls, SD  Min: $58,100  Mid: $81,900  Max: $105,700
Minneapolis, MN  Min: $64,600  Mid: $91,000  Max: $117,400
Omaha, NE  Min: $64,600  Mid: $91,000  Max: $117,400
St. Paul, MN  Min: $64,600  Mid: $91,000  Max: $117,40:
Denver, CO  Min: $64,600  Mid: $91,000  Max: $117,400
Chicago, IL  Min. $71,100  Mid: $100,100  Max: $129,100
Milwaukee, WI  Min. $64,600  Mid: $91,000  Max: $117,40:
Fargo, ND  Min: $58,100  Mid: $81,900  Max: $105,700
Des Moines, IA: Min. $64,600  Mid: $91,000  Max: $117,40

May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.

Required Qualifications

  • 4+ years of investment experience, finance experience, or a combination of both

Desired Qualifications

  • Excellent verbal, written, and interpersonal communication skills
  • Ability to interact with all levels of an organization
  • A BS/BA degree or higher
  • Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation

Job Expectations

  • Ability to travel up to 10% of the time

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

ND-Fargo: Min: $58,100 Mid: $81,900
SD-Sioux Falls: Min: $58,100 Mid: $81,900
MN-Minneapolis: Min: $64,600 Mid: $91,000
WI-Milwaukee: Min: $64,600 Mid: $91,000
CO-Denver: Min: $64,600 Mid: $91,000
MN-Saint Paul: Min: $64,600 Mid: $91,000
NE-Omaha: Min: $64,600 Mid: $91,000
IL-Chicago: Min: $71,100 Mid: $100,100
IA-Des Moines: Min: $64,600 Mid: $91,000

Street Address

SD-Sioux Falls: 101 N Phillips Ave - Sioux Falls, SD
MN-Minneapolis: 90 S 7th St - Minneapolis, MN
NE-Omaha: 13625 California St - Omaha, NE
MN-Saint Paul: 430 Wabasha St N - Saint Paul, MN
CO-Denver: 1700 Lincoln St - Denver, CO
IL-Chicago: 10 S Wacker Drive - Chicago, IL
WI-Milwaukee: 100 E Wisconsin Ave - Milwaukee, WI
ND-Fargo: 406 Main Ave - Fargo, ND
IA-Des Moines: 800 Walnut St - Des Moines, IA


    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.

    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary


Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.

Wells Fargo
Full time
Omaha, NE 68197, US