Lead Product Manager - Alternative Investments

About this role:

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.

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:

• 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

Job Expectations:

• This position is not eligible for Visa sponsorship

Posting Locations:

• 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.

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, 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.