Lead Alternative Investment Consultant, Wells Fargo

Wells Fargo

Location:
United States, Washington ▼
Philadelphia

Category:
Finance

Contract Type:
Employment contract

Salary:

153000.00 - 260000.00 USD / Year

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Job Description:

Lead Alternative Investment Consultant in the Alternative Investments group as part of Wealth & Investment Management. Educate and consult with Wells Fargo Investment Professionals and their clients on Alternative Investment asset class including hedge funds, private equity, private real estate, private debt, direct private investments and other private placements.

Job Responsibility:

Increase investment acumen of Investment Professionals on alternative investments
Meet with Investment Professionals and clients
Lead complex initiatives involving educating and consulting on alternative investments
Build visibility around Alternative Investment platform
Work closely with leadership across all channels
Review and analyze complex client and investment professional situations
Collaborate with peers, colleagues and managers
Deliver branch presentations and organize meetings for outside fund managers
Provide training on new offerings and platform changes

Requirements:

5+ years of Wealth Investment Consulting experience or equivalent
Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration
4+ years of wholesaler or like experience in Alternative Investment product categories
Proven experience educating financial professionals and clients on Alternative Investment asset class
Chartered Alternative Investment Analyst (CAIA) certification or Advanced Financial degree
Advanced communication skills
Demonstrated ability to develop and enhance partnerships

Nice to have:

Chartered Alternative Investment Analyst (CAIA) certification or Advanced Financial degree
Advanced communication skills
Demonstrated ability to develop and enhance partnerships

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
August 28, 2025

Expiration:
August 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Alternative Investment Consultant