Internal Alternative Investment Consultant
Wells Fargo · US
Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and Investment Management. Learn...
Job description
About this role: Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com . In this role, you will: Educate and consult with WIM Investment Professionals (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth and Ultra -high - net - worth clients Serve as the subject matter expert with strong investment acumen for the various components of the Alternative Investments platform Work in a consultative internal desk environment with responsibility for specific regions, while also supporting inbound calls to the consulting desk from all regions Serve as the Alternative Investment expert for an Investment Professional in a client conference call Resolve client of Investment Professional issues in partnership with their Regional Alternative Investment Consultant and the AI Middle Office Support Team Ensure adherence to compliance regulations and policies within the Alternative Investments product area Lead and partner on projects t...