Alternative Investment Middle Office Support Consultant

Wells Fargo is a leading global financial services company dedicated to helping customers succeed financially. With a history dating back over 160 years, Wells Fargo offers a broad portfolio of banking, investment, and mortgage products and services, as well as consumer and commercial finance. The company operates through a network of branches, ATMs, and an expansive digital platform, serving millions of customers across various segments including retail, small business, and commercial sectors.

As a major player in the wealth and investment management industry, Wells Fargo provides tailored financial solutions designed to help clients achieve their financial objectives. The Alternative Investments team within Wells Fargo's Wealth and Investment Management division focuses on delivering specialized support and services related to complex investment products beyond traditional stocks and bonds. Their goal is to assist financial advisors and their clients by providing expert knowledge and operational efficiency around alternative investments such as private equity, hedge funds, real estate, and commodities.

The Alternative Investments Middle Office Support Consultant role is an integral part of this team, positioned to ensure smooth and effective processing of alternative investment activities in partnership with financial advisors, product teams, and operational groups. This full-time position located at 550 South Tryon Street in Charlotte, North Carolina, offers a dynamic environment for professionals aiming to build expertise in alternative investment support functions.

In this capacity, the professional will engage in high-touch service work, assisting financial advisors and field teams by resolving inquiries and operational challenges related to alternative investment products. This involves extensive interaction through multiple communication channels including phone and email, aimed at delivering best-in-class customer service experiences. The consultant will troubleshoot transaction issues, manage account documentation requirements, and contribute to educational initiatives that equip advisors with the knowledge they need to confidently serve clients investing in alternative assets.

The role demands strong problem- solving skills, the ability to navigate complex financial product structures, and a client-focused mindset. Working collaboratively with various internal departments, the consultant helps manage escalations, ensures compliance with policies and procedures, and supports the timely execution of alternative investment trades and related activities. Wells Fargo values a culture of risk management and compliance, emphasizing the need for employees to uphold these standards proactively while delivering exceptional customer experiences.

Wells Fargo encourages diversity and is committed to equal opportunity employment. The company supports inclusion of all qualified candidates regardless of background and offers accommodations for applicants with disabilities. Those interested in this role should be adaptable, customer service-oriented, and ready to contribute to a team environment focused on operational excellence and client satisfaction.

This position is not eligible for visa sponsorship. The job posting is open until August 12, 2026, or until filled. This is a great opportunity for individuals looking to grow their career within the financial services sector, particularly those with an interest or experience in alternative investments and client service within wealth management.