Internal Alternative Investment Consultant, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

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 to educate and consult with investment professionals on alternative investment solutions for high-net-worth and ultra-high-net-worth clients.

Job Responsibility:

Educate and consult with WIM Investment Professionals on Alternative Investment solutions
Serve as subject matter expert for Alternative Investments platform
Work in consultative internal desk environment with responsibility for specific regions
Serve as Alternative Investment expert for Investment Professional in client conference calls
Resolve client or Investment Professional issues
Ensure adherence to compliance regulations and policies within Alternative Investments product area
Lead and partner on project teams

Requirements:

4+ years of Business Growth Strategy experience or equivalent through work experience, training, military experience, or education
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
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s)
Compliance with state law registration and licensing requirements

Nice to have:

Certified Financial Planner (CFP) or Chartered Alternative Investment Analyst (CAIA)
Knowledge and understanding of contact management systems, such as Sales Force

Additional Information:

Job Posted:
August 23, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Internal Alternative Investment Consultant