CrawlJobs Logo

Alternative Investments Middle Office Service Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States , Charlotte

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Wells Fargo is seeking an Alternative Investments Middle Office Service Manager (Customer Service Manager) to join the Wealth & Investment Management organization. This leader will manage a high-touch Middle Office service team supporting complex Alternative Investment inquiries and delivering an exceptional experience for Financial Advisors working with High‑net‑worth (HNW) and Ultra‑high‑net‑worth (UHNW) clients.

Job Responsibility:

  • Lead, mentor, and develop a team of Alternative Investment Middle Office Support Consultants providing specialized, high-touch support for Alternative Investment processes
  • Resolve escalated issues related to the most complex HNW/UHNW accounts
  • Engage and collaborate with key internal stakeholders and business partners related to Alternative Investment experience
  • Identify and recommend improvements to products, service standards, productivity goals, growth opportunities, and risk controls
  • Make decisions and resolve escalated inquiries to meet business objectives and ensure consistent client satisfaction
  • Assist with developing tracking, monitoring, and reporting capabilities
  • Manage special projects focused on service improvements and operational excellence
  • Support Alternative Investments leadership by communicating, implementing, and enforcing firm operational policies and procedures
  • Lead the team in delivering on Client Experience fundamentals and ensuring a comprehensive, high-quality service experience

Requirements:

  • 4+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience

Nice to have:

  • Knowledge of Alternative Investment products
  • Experience with the iCapital platform (or similar Alternative Investments trading platform)
  • Strong operational expertise in customer service or client support strategies
  • Demonstrated leadership capability
  • Ability to assess issues, make decisions quickly, implement solutions, and influence change
  • Effective change management skills
  • Strong customer service orientation with the ability to balance needs of clients, shareholders, and team members
  • Proficiency with Microsoft Office applications

Additional Information:

Job Posted:
March 02, 2026

Expiration:
March 08, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Alternative Investments Middle Office Service Manager

Legal Analyst – Alternative Investments

The role of the Legal Analyst – Alternative Investments* is to work closely with...
Location
Location
Cyprus , Nicosia
Salary
Salary:
Not provided
www-ap.albourne.com Logo
Albourne
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 3-4 years’ legal experience with financial contracts and a general understanding of global markets, plus a demonstrated ability to develop an understanding of Private Markets and Hedge Fund terms with training on the job
  • At least 3-4 years’ experience interpreting Private Markets and Hedge Fund terms by reviewing limited partnership agreements and private placement memoranda, plus a demonstrated ability to learn legal language and logic on the job
  • Strengths in time management
  • Ability to work well independently and as part of a team
  • Strong organization skills
  • Strong English communication skills, both written and oral
  • Systems literacy (Microsoft Office), advanced Excel skills a plus
  • Have flexibility for calls and training during Eastern Time (New York) working hours
  • Occasionally travel overseas as required
  • Attend company events
Job Responsibility
Job Responsibility
  • Review hedge fund and private market fund legal documents, focusing on key terms across selected categories
  • Translate fund document legal language into plain English
  • Assess whether each term is within market norms, above market or off-market
  • Provide context for best practices for each term
  • Reference independent company reports relevant to the terms reviewed
  • Use existing Albourne research to resolve potential issues spotted from reviews of fund legal documentation
  • Provide clear recommendations for the client to raise during negotiations
  • Provide support through the client's negotiation of document amendments and side letters
  • Assist with the preparation of signature-ready subscription documents
  • Communicate and coordinate the closing of transactions with clients, fund managers and fund administrators
What we offer
What we offer
  • Fully paid Medical and Dental Insurance for you and your dependents
  • Employee Assistance Program (EAP)
  • Provident Fund Contribution
  • Career growth and tools for ongoing learning and development
  • Annual bonus dependent upon performance and company growth
  • 5 additional service recognition holidays in surplus to standard annual leave after 5 years of service
  • Albourne Training Days
  • Free office parking
  • A supportive, multi-cultural work environment
  • Freedom to work independently, problem-solve and come up with creative solutions to complete tasks within required deadlines
  • Fulltime
Read More
Arrow Right

Transaction Manager

This role supports Operations, Finance and Legal, as well as supporting other in...
Location
Location
United States , New York
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years Transaction Management experience within Investment Management or Corporate Banking/Lending
  • Aviation Finance/Lending industry knowledge is highly preferred, alternatively Securitized Lending or Private Credit
  • Must have experience managing transactions, reviewing credit agreements/fund structure documents and liaising between various teams across origination, operations, legal etc
  • Understanding of credit agreements: senior secured, club deals, subordinated debt
  • Excellent understanding of the loan lifecycle and operational tasks
  • Experience in credit exposure, collateral management, and operational credit risk
  • Ability to communicate effectively and collaborate across all areas and levels of the organization including Operating Partners, the company’s Fund Administrator, and external vendors
  • Bachelor Degree
Job Responsibility
Job Responsibility
  • Consolidate and coordinate ongoing aviation investment and deal level activity between Lending Company, Middle Office, and Fund Accounting
  • Oversee the operational aspects of loan lifecycle events including population control, loan detail accuracy and loan covenant management, including when outsourced
  • Maintain knowledge of ongoing activity within the portfolio and communicate changes and updates to both internal and external teams
  • Manage transaction documentation and external counsel (and coordinate with internal legal team as applicable) throughout the deal cycle
  • Coordinate with and support the lending team for transaction post-closing and ongoing contract administration matters, including development of process improvements
  • Assist in review of legal documentation and raise issues to lending team and/or legal team as and when appropriate
  • Entity creation and ongoing management and maintenance of special purpose entities required for lending transactions and related ongoing management and maintenance of structure charts for each transaction
  • Partner with cross functional teams to deliver seamless, efficient and well-controlled services including the initiation of aviation contribution and distribution wires and corresponding timely and accurate accounting entries
  • Verify accounting records are complete and accurate between Lending Co and Fund Accounting through review and approval of monthly activity reports
  • Partner with cross functional teams in quarterly valuation cycles to ensure a complete and accurate aviation valuation population is being priced and ingested by Fund Administrator
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right
New

Specialist SEN Teacher

Specialist SEN Teacher: Your chance to join a award winning team and specialist ...
Location
Location
United Kingdom , Cranleigh
Salary
Salary:
34988.00 - 53788.00 GBP / Year
https://www.randstad.com Logo
Randstad
Expiration Date
March 07, 2026
Flip Icon
Requirements
Requirements
  • Teaching Qualification (QTS or equivalent)
  • UK-based teaching experience
  • Eligibility to work in the UK
Job Responsibility
Job Responsibility
  • Leading and teaching a class of 6-8 SEN learners
  • Delivering an individualised curriculum focused on promoting the ability to learn in new ways
  • Communicating with parents and carers over pupils' progress
  • Participating in departmental meetings, parents' evenings, and whole school training events
What we offer
What we offer
  • Welcome Bonus
  • 6-month pay reviews
  • Full On-Site Training including highly sought-after qualifications like Makaton, Team Teach, and more
  • Exceptional Career Progression
  • School Social Events
!
Read More
Arrow Right
New

Branch Coordinator

As a Branch Coordinator, you’ll be the backbone of your branch, supporting both ...
Location
Location
United Kingdom , Sloane Square
Salary
Salary:
27000.00 - 28000.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in a fast-paced administrative role, ideally within a London estate agency
  • Strong attention to detail and excellent organisational skills
  • Confident communication skills – face-to-face, over the phone, and via email
  • A proactive, can-do attitude and the ability to multitask effectively
  • Familiarity with using CRM systems
Job Responsibility
Job Responsibility
  • Handling calls, emails, and messages professionally and efficiently
  • Preparing valuation packs, instruction letters, and property marketing materials
  • Managing property portals, compliance checks, and ID verification
  • Supporting sales and lettings progression including offer registration and documentation
  • Coordinating branch keys, petty cash, stationery, and health & safety checks
What we offer
What we offer
  • Additional earning potential and discounts
  • Fulltime
Read More
Arrow Right
New

People & Culture Manager

Are you a passionate and strategic People & Culture Manager looking for an excit...
Location
Location
Ireland , Tullamore
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2+ years of experience in a dedicated People & Culture or Human Resources role, ideally within a Hotel or the broader Hospitality Industry
  • A relevant qualification (Bachelor's Degree) in Human Resources Management, Business, or equivalent professional experience
  • A strategic, passionate leader with a proven ability to build and manage high-performing teams
  • Strong practical knowledge of Irish Employment Law, employee relations, and HR management systems
  • Enjoys working in a fast-paced Hotel environment and excels at building strong, positive relationships
Job Responsibility
Job Responsibility
  • HR Strategy & Operations: Partner with hotel leadership to align the People Strategy with business objectives
  • Ensure compliance with Irish Employment Law and HR Best Practices
  • Talent Development & Training: Develop and implement innovative Training and Development programs to empower our team and enhance their skillsets
  • Talent Acquisition & Recruitment: Lead the Recruitment process for the hotel, attracting and hiring top hospitality talent who embody the iNUA spirit
  • Employee Engagement & Retention: Champion our engagement strategy, cultivating a positive, inclusive, and thriving work environment where colleagues feel valued and supported
What we offer
What we offer
  • A Competitive Salary and Comprehensive Benefits Package
  • Excellent Professional Development and significant Career Growth Opportunities within The iNUA Collection
  • A supportive, creative, and fun work environment focused on collaboration
Read More
Arrow Right
New

Learning support worker

Are you looking for a job where no 2 days will be the same where you get to supp...
Location
Location
United Kingdom , Cranleigh
Salary
Salary:
23522.00 - 25089.00 GBP / Year
https://www.randstad.com Logo
Randstad
Expiration Date
March 10, 2026
Flip Icon
Requirements
Requirements
  • Teaching Assistant Qualification (desirable but not essential)
  • Relevant teaching Assistant, childcare or adult care experience (Must be able to provide references)
  • Experience working or supporting young adults with SEN (desirable)
  • Eligibility to work in the UK
Job Responsibility
Job Responsibility
  • Supporting learners on a 1:1, small group and whole class basis
  • Supporting learners with severe and complex needs
  • Working with the teacher to support the learning objectives
What we offer
What we offer
  • Free onsite meals
  • Ready supply of tea, cakes and biscuits in the modern and spacious staff room
  • On-site training
  • Bright and spacious classrooms with top of the range resources and technology
  • Supportive Senior leadership
  • Fulltime
Read More
Arrow Right
New

Pharmacy Technician

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Richmond
Salary
Salary:
16.50 - 25.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
April 25, 2026
Flip Icon
Requirements
Requirements
  • Must be at least 16 years of age
  • Licensure requirements vary by state
  • Attention and Focus: The ability to concentrate on a task over a period of time without being distracted
  • Customer Service Orientation: Actively look for ways to help people, and do so in a friendly manner
  • Notice and understand customers’ reactions, and respond appropriately
  • Communication Skills: Use and understand verbal and written communication to interact with customers and colleagues
  • Actively listening by giving full attention to what others are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
  • Mathematical Reasoning: The ability to use math to solve a problem, such as calculating day’s supply of a prescription
  • Problem Resolution: Is able to judge when something is wrong or is likely to go wrong
  • recognizing there is a problem
Job Responsibility
Job Responsibility
  • Manage all assigned pharmacy workstations and tasks to support the team’s ability to promptly, safely and accurately fill patient prescriptions all while providing caring service that exceeds customer expectations
  • Deliver compassionate care to our millions of patients every day
  • Demonstrate ethical conduct and maintain patient confidentiality at all times
  • Ensure all medication needs and regulatory compliance standards are met for our patients
What we offer
What we offer
  • Affordable medical plan options
  • a 401(k) plan (including matching company contributions)
  • an employee stock purchase plan
  • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
  • Paid time off
  • flexible work schedules
  • family leave
  • dependent care resources
  • colleague assistance programs
  • tuition assistance
  • Parttime
Read More
Arrow Right
New

Teaching Assistant

Empower Growth. Support Success. Change Lives. Are you looking for a role where ...
Location
Location
United Kingdom , Cranleigh
Salary
Salary:
23000.00 - 25000.00 GBP / Year
https://www.randstad.com Logo
Randstad
Expiration Date
March 18, 2026
Flip Icon
Requirements
Requirements
  • Resilience
  • Communication
  • Adaptability
  • Heart (genuine desire to improve the lives of young people with complex needs)
  • ability to track progression in attainment
  • background in youth work
  • behaviour management
  • building relationships
  • classroom management
  • communication
Job Responsibility
Job Responsibility
  • Individualised Support: Work 1-on-1 or in small groups to help students engage with the curriculum
  • Holistic Care: Support students' emotional and social development, helping them build confidence and life skills
  • Collaborative Environment: Work alongside specialised teachers, therapists, and residential staff to provide a seamless support network
  • Active Participation: Join in on outdoor learning, life-skills trips, and creative therapies
What we offer
What we offer
  • £1000 retention bonus
  • training and education
  • Safeguarding & Prevent training
Read More
Arrow Right