Wells Fargo is seeking a Lead Product Manager for the Alternatives Investments Group as part of Wealth and Investment Management. 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.
- 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
- A BS/BA degree or higher in accounting, finance, or economics
- CFA and/or CAIA designation
- Experience developing and cultivating professional relationships
- Ability to manage complex business processes associated with projects
- Excellent verbal, written, and interpersonal communication skills
- Knowledge and understanding of advertising: branding, merchandising, and collateral development
- Strong analytical skills with high attention to detail and accuracy
- Experience developing and implementing project level processes, procedures and performance metrics
- Ability to negotiate agreements or contracts
- Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
- Experience creating PowerPoint presentations including charts and graphs for investment clients
- This position is not eligible for Visa sponsorship
- 550 S. Tryon Street - Charlotte, NC 28202
- 2801 Market Street, F & L Building - Saint Louis, MO 63103
- Required location listed above. Relocation assistance is not available for this position.
8 Jul 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.
Skills Required
- 5+ years Product Management, product development, strategic planning, process management, or change delivery experience (or equivalent)
- Must be authorized to work without visa sponsorship (position is not eligible for visa sponsorship)
- Required location: work onsite at listed offices (Charlotte, NC or Saint Louis, MO); relocation assistance not available
- BS/BA degree or higher in accounting, finance, or economics
- CFA and/or CAIA designation
- Experience developing and cultivating professional relationships
- Ability to manage complex business processes associated with projects
- Excellent verbal, written, and interpersonal communication skills
- Knowledge of advertising: branding, merchandising, and collateral development
- Strong analytical skills with high attention to detail and accuracy
- Experience developing and implementing project-level processes, procedures and performance metrics
- Ability to negotiate agreements or contracts
- Microsoft Office skills (Word, Excel, Outlook, PowerPoint); experience creating PowerPoint presentations including charts and graphs
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 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 once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
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