Lead Product Manager - Alternative Investments

Wells Fargo & Company•St. Louis, MO

1d•Onsite

About The Position

Wells Fargo is seeking a Lead Product Manager for the Alternatives Investments Group as part of Wealth and Investment Management. In this role, you will support the expansion of the alternative investments platform and lead fund launch efforts across private equity, private credit, private real assets, and hedge fund offerings. You will contribute to platform growth initiatives, ensuring alignment with business objectives and strategic targets. You will oversee and manage agreements with external investment managers, including leading business negotiations and maintaining strong partnerships. You will maintain deep product knowledge for assigned investment offerings, ensuring accurate representation and support across the organization. You will serve as a subject matter expert (SME) on alternative investment products, processes, and strategies for internal consultants, investment professionals, and cross-functional teams. You will lead fund onboarding processes, including the creation and approval of marketing collateral, term sheets, and product pages, while ensuring compliance with regulatory standards. You will manage product-specific collateral for both open and closed alternative investment offerings. You will resolve escalated issues related to marketing materials and performance reporting, ensuring timely and accurate communication. You will coordinate the publication schedule for product collateral updates in collaboration with internal and external stakeholders. You will develop educational materials and respond to ad-hoc sales and product support requests, providing hands-on product management. You will collaborate with internal teams including broker/dealer, Private Bank, consulting, marketing, legal, compliance, and operations to support product initiatives and platform success.

Requirements

5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

A BS/BA degree or higher in accounting, finance, or economics
CFA and/or CAIA designation
Experience developing and cultivating professional relationships
Ability to manage complex business processes associated with projects
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of advertising: branding, merchandising, and collateral development
Strong analytical skills with high attention to detail and accuracy
Experience developing and implementing project level processes, procedures and performance metrics
Ability to negotiate agreements or contracts
Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Experience creating PowerPoint presentations including charts and graphs for investment clients

Responsibilities

Support the expansion of the alternative investments platform and lead fund launch efforts across private equity, private credit, private real assets, and hedge fund offerings.
Contribute to platform growth initiatives, ensuring alignment with business objectives and strategic targets.
Oversee and manage agreements with external investment managers, including leading business negotiations and maintaining strong partnerships.
Maintain deep product knowledge for assigned investment offerings, ensuring accurate representation and support across the organization.
Serve as a subject matter expert (SME) on alternative investment products, processes, and strategies for internal consultants, investment professionals, and cross-functional teams.
Lead fund onboarding processes, including the creation and approval of marketing collateral, term sheets, and product pages, while ensuring compliance with regulatory standards.
Manage product-specific collateral for both open and closed alternative investment offerings.
Resolve escalated issues related to marketing materials and performance reporting, ensuring timely and accurate communication.
Coordinate the publication schedule for product collateral updates in collaboration with internal and external stakeholders.
Develop educational materials and respond to ad-hoc sales and product support requests, providing hands-on product management.
Collaborate with internal teams including broker/dealer, Private Bank, consulting, marketing, legal, compliance, and operations to support product initiatives and platform success.