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Internal Alternative Investment Consultant

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Wells Fargo

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Location:
United States , Charlotte

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Category:
IT - Administration

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com.

Job Responsibility:

  • Educate and consult with WIM Investment Professionals (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth and Ultra -high - net - worth clients
  • Serve as the subject matter expert with strong investment acumen for the various components of the Alternative Investments platform
  • Work in a consultative internal desk environment with responsibility for specific regions, while also supporting inbound calls to the consulting desk from all regions
  • Serve as the Alternative Investment expert for an Investment Professional in a client conference call
  • Resolve client of Investment Professional issues in partnership with their Regional Alternative Investment Consultant and the AI Middle Office Support Team
  • Ensure adherence to compliance regulations and policies within the Alternative Investments product area
  • Lead and partner on projects teams
  • Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area

Requirements:

4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • 3+ years of financial services experience related to alternative investment products or other investment products
  • Experience with Alternative Investment Solutions and Platforms
  • Experience building relationships and communicating effectively with business partners across a matrixed organization
  • Experience advising Financial Advisors on recommended investment products
  • Proven initiative demonstrated by meeting deadlines and leading by example in a fast-paced and changing environment
  • Driven, confident, organized and an accomplished problem solver
  • Proven effective relationship management skills
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of contact management systems, such as Sales Force
  • FINRA registration including Series 7 (or FINRA recognized equivalents)
  • FINRA registration including Series 63 (or FINRA recognized equivalents)
  • Certified Financial Planner (CFP) or Chartered Alternative Investment Analyst (CAIA)
  • Microsoft Office (Word, Excel, and Outlook) skills

Additional Information:

Job Posted:
May 13, 2026

Expiration:
May 20, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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