Wealth Management Executive Jobs in Boca Raton, FL

About this role:

Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive exceptional client outcomes, ensure strong risk management practices, and support business growth initiatives. The role requires a balance of investment expertise, leadership, client engagement, and operational excellence.

In this role, you will:

• Provide senior leadership and guidance across a regional Private Wealth Portfolio Management team responsible for delivering, implementing, and managing investment solutions designed to achieve client investment objectives.

• Provide direct support to the divisional Private Wealth Management Executive, including investment and risk management approvals and strategy implementation.

• Ensure adherence to applicable investment, fiduciary, and risk management policies and procedures across client relationships.

• Mentor and support team members by enhancing investment acumen, driving consistent client experiences, and contributing to talent development initiatives.

• Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic wealth management solutions for High Net Worth and Ultra High Net Worth clients.

• Identify opportunities to improve processes, strengthen risk controls, and enhance operational effectiveness within Private Wealth Portfolio Management.

• Support business growth by participating in client and prospect engagements, deepening existing relationships, and promoting investment capabilities.

• Influence resource planning and business priorities while fostering a high-performance culture focused on collaboration, accountability, and client service excellence.

• Collaborate with Private Wealth Portfolio Management peers, senior leaders, and key stakeholders to execute strategic initiatives and achieve business objectives.

• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 7+ years of Private Wealth Portfolio Management experience with HNW or UHNW client relationships, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 1+ years of Leadership experience

Desired Qualifications:

• 1+ Years of Wells Fargo Advisors process and procedures as a Financial Advisor or Brokerage Client Associate.

• Demonstrated ability to transition and grow an established portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships.

• Experience working directly with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients with complex investment and wealth management needs.

• Knowledge of portfolio construction, asset allocation, investment strategies, and risk management principles.

• Experience partnering with financial advisors, trust professionals, and wealth management teams.

• Strong leadership, coaching, and talent development skills.

• Excellent communication and relationship management abilities.

• Demonstrated ability to manage competing priorities in a fast-paced environment.

• Understanding of fiduciary responsibilities and applicable investment governance standards.

• FINRA registrations and/or industry designations such as CFA, CFP, CIMA, or CTFA preferred.

Job Expectations:

• Ability to travel as needed to support clients, team members, and business initiatives.

• Utilize an established network of client and professional relationships to support business growth and acquisition objectives.

• Maintain compliance with applicable regulatory, risk, and fiduciary requirements.

• Participate in client meetings and business development activities as needed.

• Lead and support strategic initiatives that enhance client experience, operational effectiveness, and business growth.

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Locations:

• Charlotte, NC

• Palm Beach, FL

• Miami, FL

• Atlanta, GA

• This position may sit in additional major market locations within the Wells Fargo footprint.

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.