Lead Alternative Investment Consultant, Wells Fargo

Wells Fargo

Location:
United States, DENVER ▼
MINNEAPOLIS
SAINT LOUIS

Category:
Finance

Contract Type:
Not provided

Salary:

139000.00 - 239000.00 USD / Year

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Job Description:

Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private debt, direct private investments and other private placements. This role will educate and consult with Wells Fargo Investment Professionals (Financial Advisors, Portfolio Managers, Investment Strategists) and their clients on the Alternative Investment asset class and provide guidance on appropriate investments in the asset class to meet the client’s goals and objectives.

Job Responsibility:

Increase the investment acumen of our Investment Professionals on alternative investments across all channels and providing education on new product offerings as well as supporting existing platform offerings
Regularly meet with Investment Professionals and clients of Investment Professionals
Lead complex initiatives involving educating and consulting with financial advisors, investment strategists, wealth advisors, and clients on alternative investments and the depth and breadth of solutions available
Build visibility around the Alternative Investment platform with investment professionals who are less familiar with the alternative investment capabilities within Wells Fargo and/or may find these investment vehicles/strategies too complex to discuss with their clients
Work closely with leadership in each market and across all channels within Wells Fargo’s Wealth and Investment Management division (WFA, FINET and the Private Bank) to gain support, access and guidance on how best to support the alternative investment needs of investment professionals in that region
Review and analyze complex multifaceted client and investment professional situations that require an in-depth evaluation of multiple factors including intangibles or unprecedented factors
Make decisions in complex and multifaceted situations requiring understanding of the asset class, investment offerings, policies, procedures and compliance requirements
Collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals
Deliver branch presentations and organize meetings for outside fund managers with Investment Professionals
Provide training on new offerings, platform changes, investment strategy guidance, support resources and other topics related to alternative investments

Requirements:

5+ years of Wealth Investment Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration (or FINRA recognized equivalents)
4+ years of wholesaler or like experience in Alternative Investment product categories (i.e. - hedge funds, privately held investments, private real estate, private debt, etc.)
Proven experience educating financial professional and clients on Alternative Investment asset class and on the individual product level
Chartered Alternative Investment Analyst (CAIA) certification or Advanced Financial degree
Advanced communication skills, specifically related to delivering presentations in person and in virtual meetings
Demonstrated ability to develop and enhance partnerships with internal investment professional, regional leadership and clients

Nice to have:

Chartered Alternative Investment Analyst (CAIA) certification or Advanced Financial degree
Advanced communication skills, specifically related to delivering presentations in person and in virtual meetings
Demonstrated ability to develop and enhance partnerships with internal investment professional, regional leadership and clients

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 18, 2025

Expiration:
August 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Alternative Investment Consultant