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Wells Fargo

Senior Counsel – WIM, Alternative Investments

Wells Fargo

. 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 .

Posted 10/13/2026full-timeUnited StatesSenior💰 $139,000 - $260,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing legal advice on alternative investment products, including private equity and hedge funds, while ensuring compliance with federal and state securities laws. Proficient in drafting and negotiating complex agreements and collaborating with various stakeholders to support investment management objectives.

Highest-signal resume keywords
4+ Years Of Law ExperienceActive State Bar MembershipExperience Advising On Alternative Investment ProductsExperience Drafting And Negotiating Distribution AgreementsExperience Applying Securities Laws

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Legal AdviceDrafting AgreementsNegotiating AgreementsReviewing Offering MemorandaAnalyzing Legal MattersInvestment Structures AnalysisRegulation D ComplianceSecurities Act Of 1933Investment Advisers Act Of 1940Investment Company Act Of 1940
Soft Skills
CollaborationCommunicationAnalytical ThinkingProblem Solving
Certifications & Qualifications
Active State Bar Membership
Industry Keywords
Alternative Investment ProductsPrivate Equity FundsHedge FundsPrivate Credit FundsReal Estate FundsWealth ManagementInvestment ManagementBroker-DealersInvestment AdvisersCompliance

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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
  • 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
  • Ability to work at one of the posted locations
  • Ability to work a hybrid schedule, in office at least 3 days a week
  • This position is not eligible for Visa sponsorship
  • Relocation assistance is not available for this position

Benefits

Comp & perks
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement