Wells Fargo · 1 week ago
Lead Product Manager
Charlotte, NC
Full-time
Hybrid
Senior Level
5+ years expWells Fargo is seeking a Lead Product Manager for the Alternatives Investments Group as part of Wealth and Investment Management. The role involves supporting the expansion of the alternative investments platform, leading fund launch efforts, and managing agreements with external investment managers while ensuring compliance with regulatory standards.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
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
Qualification
Required
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
Preferred
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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