Wells Fargo is seeking a Senior Investment Portfolio Control Consultant to support the Private Wealth Businesses within the Wealth and Investment Management (WIM) Investment Risk team.
WIM Investment Risk is responsible for the design, implementation, and execution of the WIM Investment Risk program which sets the standards and requirements for investment activities when acting as fiduciary. Programs include investment portfolio, product and individual security risk monitoring. This role supports the Fiduciary and Trust business, including the High-net-worth and Ultra-high-net-worth client segments.
Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com).
In this role, you will:
- Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk
- Review and analyze portfolio risk
- Serve as a subject matter expert for measuring and managing investment risk
- Perform complex activities related to assessing portfolio risk exposures
- Independently resolve moderately complex issues
- Lead team to monitor and manage investment risk deliverables while leveraging solid understanding of the effectiveness of portfolio asset allocation strategies
- Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals
- Potentially lead projects, teams or serve as a mentor for less experienced staff
Required Qualifications:
- 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Emphasis in identifying investment risks and developing remediation plans
- Experience working with Trust or Fiduciary investments
- Proven analytical skills with high attention to detail and accuracy
- Demonstrated ability to plan, organize, and prioritize work in a dynamic and complex environment
- Experience building effective partnerships to achieve goals to meet deadlines
- Intermediate Microsoft Office Skills, including Excel
- A BS/BA degree or higher in finance, accounting, or economics
- Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting Location:
- 550 South Tryon Street - Charlotte, NC, 28202
Wells Fargo Compensation & Benefits Highlights
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Healthcare Strength — Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
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Parental & Family Support — Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
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Retirement Support — Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.
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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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