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.
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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
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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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