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Senior Investment Portfolio Control Consultant

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Wells Fargo
πŸ“ CHARLOTTE, United States
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Location CHARLOTTE
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Posted June 20, 2026
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Commute Local Area
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Job Description

**About this role:**

The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility. This group also provides portfolio analytics support for Advisors seeking analytics and assistance. The team is responsible for partnering with the relevant business group across the Wells Fargo Advisors (WFA) organization to identify, assess, manage and mitigate current and emerging investment risk.

The team member will work directly with Financial Advisors, plus will collaborate with other business leaders in the firm. This role will include leveraging sophisticated third-party tools and internal reporting to help advisors identify appropriate benchmarks for the portfolios.

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πŸ“ Location Details

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City
CHARLOTTE
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Country
United States
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Commute
Local Area

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