Senior Counsel--WIM, Alternative Investments

Wells Fargo•Boston, MA

1d•$139,000 - $260,000•Hybrid

About The Position

Wells Fargo is seeking a Senior Counsel to join the Investment Solutions Center of Excellence legal team. The person in this role will advise business and legal stakeholders on alternative investment products, negotiate complex distribution and related agreements, and help manage legal and regulatory risk throughout the product lifecycle. This role offers exposure to a broad range of investment managers, private funds, and alternative investment structures within one of the nation’s largest wealth management organizations. This position enables Wells Fargo to expand client access to alternative investment solutions by providing legal guidance that supports the evaluation, distribution, and offering of investment products across Wealth and Investment Management.

Requirements

4+ years of Law experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Active State Bar membership or the equivalent in a country outside the United States

Nice To Haves

Experience as a practicing attorney advising on alternative investment products, including private equity funds, private credit funds, hedge funds, real estate funds, co-investments, or direct private investments
Experience drafting and negotiating distribution agreements, placement agreements, side letters, engagement letters, or other agreements involving investment products or asset managers
Experience reviewing private fund offering memoranda, subscription documents, limited partnership agreements, or comparable investment-product documentation
Experience applying the Securities Act of 1933, Regulation D, the Investment Advisers Act of 1940, or the Investment Company Act of 1940 to private funds, investment products, or distribution activities
Experience advising asset managers, investment advisers, mutual fund or exchange-traded fund sponsors, broker-dealers, or wealth management organizations
Experience analyzing investment structures and negotiating investment or distribution terms with asset managers, outside counsel, or other sophisticated counterparties
Experience providing legal advice to wealth management, investment management, broker-dealer, or investment-product distribution businesses
Experience partnering with Legal, Compliance, Risk, product, operations, and business stakeholders on investment-product matters

Responsibilities

Provide legal advice related to the selection, distribution, and offering of alternative investment products, including private equity funds, private credit funds, co-investments, direct private investments, hedge funds, and real estate funds
Draft, review, and negotiate complex distribution, placement, side letter, engagement, confidentiality, and related agreements with investment managers and their legal counsel
Review private fund offering materials and advise business partners on investment terms, product structures, distribution considerations, and related legal risks
Apply knowledge of federal and state securities laws and the legal and regulatory framework governing private funds and unregistered offerings to support legal risk assessment and management
Analyze moderately complex legal and regulatory matters, develop recommendations, and provide practical guidance that supports business objectives and client outcomes
Partner with attorneys, business leaders, Compliance, Risk, and other stakeholders to support the evaluation, onboarding, and ongoing distribution of alternative investment products
Lead or participate in moderately complex initiatives and deliverables involving alternative investments and broader Legal Department priorities
Develop an in-depth understanding of Wealth and Investment Management products, distribution channels, business activities, and strategic priorities