Lead Alternative Investments Product Consultant (Lead Product Manager) at Wells Fargo

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Jun, 26

Salary

0.0

Posted On

21 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product Management, Product Development, Strategic Planning, Process Management, Change Delivery, Alternative Investments, Hedge Funds, Private Equity, Private Credit, Real Assets, Fund Onboarding, Product Lifecycle Support, Business Negotiations, Regulatory Compliance, Performance Reporting, Cross Functional Collaboration

Industry

Financial Services

Description

About this role: Wells Fargo is seeking a Lead Alternative Investments Product Consultant (Lead Product Manager) to support the Alternative Investments Group within Wealth and Investment Management. This role is designed for a seasoned product professional with deep expertise across alternative investments—particularly hedge funds—along with private equity, private credit, and real asset strategies. The ideal candidate brings hands-on experience with fund onboarding, platform processes, and product lifecycle support. The Lead Product Manager contributes to platform expansion, manages assigned offerings, and plays a key role in supporting business objectives through accurate product representation and cross functional collaboration. Learn more about our career areas and lines of business at wellsfargojobs.com In this role, you will: Support the expansion of the alternative investments platform and lead fund launch efforts across private equity, private credit, private real assets, and hedge fund offerings Contribute to platform growth initiatives, ensuring alignment with business objectives and strategic targets Oversee and manage agreements with external investment managers, including leading business negotiations and maintaining strong partnerships Maintain deep product knowledge for assigned investment offerings, ensuring accurate representation and support across the organization Serve as a subject matter expert (SME) on alternative investment products, processes, and strategies for internal consultants, investment professionals, and cross functional teams Lead fund onboarding processes, including the creation and approval of marketing collateral, term sheets, and product pages, while ensuring compliance with regulatory standards Manage product specific collateral for both open and closed alternative investment offerings Resolve escalated issues related to marketing materials and performance reporting, ensuring timely and accurate communication Coordinate the publication schedule for product collateral updates in collaboration with internal and external stakeholders Develop educational materials and respond to ad hoc sales and product support requests, providing hands on product management Collaborate with internal teams including broker/dealer, Private Bank, consulting, marketing, legal, compliance, and operations to support product initiatives and platform success Required Qualifications: 5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience across alternative investments, including private equity, private debt, private real estate, and hedge funds Background in fund onboarding, product operations, and performance reporting Ability to interpret hedge fund and private capital data, manager commentary, and reporting Strong ability to translate complex investment concepts for advisors, stakeholders, and clients Proven problem‑solving skills related to fund operations, reporting, and marketing materials Knowledge of regulatory and risk considerations for alternative investment products Experience developing PowerPoint presentations for clients and senior leadership Strong relationship‑building skills with internal and external partners Ability to manage complex, cross‑functional processes and projects Excellent communication, analytical, and attention‑to‑detail skills Proficiency in Microsoft Office, with advanced Excel capabilities Job Expectations: This position is not eligible for Visa sponsorship Hybrid work schedule Location: Charlotte, NC Support the expansion of the alternative investments platform. Support the on-boarding process of alternative investments funds including; Creation and approval of marketing collateral for fund launches, work with fund partners and iCapital to ensure compliance and legal standards are met, creation and approval of term sheets and product pages. Support the marketing, education, and communication efforts of investment products for financial professionals and home office staff. Assist in the maintenance and offboarding of investment products and / or service providers. Posting End Date: 26 Mar 2026 *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, visit Disability 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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 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. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities

This role involves supporting the expansion of the alternative investments platform, leading fund launch efforts across various asset classes, and overseeing agreements with external investment managers. The Lead Product Manager will also serve as a subject matter expert, managing product-specific collateral and resolving escalated issues related to marketing and reporting.