Lead Product Manager

Wells FargoCharlotte, NC
2dHybrid

About The Position

Wells Fargo is seeking a Lead Product Manager for the Alternatives Investments Group as part of Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com. 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 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

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
  • In-depth knowledge of alternative investments including private equity, private debt, private real estate and hedge funds
  • 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
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