Senior Lead Private Wealth Portfolio Manager

Overview In this role you lead a regional Private Wealth Portfolio Management team delivering sophisticated investment solutions to HNW and UHNW clients. You partner with Private Wealth Management leadership, relationship teams, and investment professionals to drive client outcomes, risk management, and growth. You will mentor staff, collaborate across wealth and advisory teams, and enable scalable, compliant investment governance. The opportunity centers on shaping client experiences, strengthening risk controls, and advancing strategic initiatives within private wealth. Compensation / Benefits Health benefits 401(k) Plan Paid time off Disability benefits Life insurance Parental leave Responsibilities Lead and guide a regional PWM team to implement and manage investment solutions aligned with client objectives Support the divisional Private Wealth Management Executive with investment/risk approvals and strategy deployment Ensure compliance with investment, fiduciary, and risk policies across client relationships Mentor team members to enhance investment acumen and deliver consistent, high-quality client service Collaborate with relationship managers, financial advisors, trust officers, and specialists to deliver holistic wealth solutions Identify opportunities to improve processes, risk controls, and operational effectiveness in PWMSupport business growth through client/de prospect engagement and deepening relationships Influence resource planning, priorities, and foster a high-performance culture focused on accountability and service excellence Work with PWM peers and stakeholders to execute strategic initiatives and meet business objectives Meet LO/Reg Z requirements when applicable and coordinate with SAFE team for dwelling secured product referrals (LO context)Travel as needed to support clients, team members, and business initiatives Maintain regulatory, risk, and fiduciary compliance and participate in client meetings and business development Key requirements 7+ years Private Wealth Portfolio Management experience with HNW/UHNW client relationships 1+ year of leadership experience Wells Fargo Advisors process knowledge (desirable)Experience with complex investment and wealth management needs (desirable)Strong understanding of fiduciary responsibilities and governance standards (desirable)FINRA registrations and/or designations such as CFA, CFP, CIMA, or CTFA (preferred)Ability to travel as needed (job expectation)leadership and coachingexcellent communicationrelationship managementportfolio constructionasset allocationinvestment strategies