Wells Fargo Lead Alternative Investment Consultant 

United States, Texas, Dallas 

165201386

In this role, you will:

• 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 eachmarket
• 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

Required Qualifications:

• 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)

Desired Qualifications:

• 4+ years of wholesaleror likeexperience 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

Job Expectations:

• Ability to travel up to 75% of the time.
• This position is not eligible for Visa sponsorship
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents

Job Locations:

• 1445 Ross AVE DALLAS, TX 75202

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.