About this role:
Wells Fargo is seeking a Product Owner to support Portfolio Management Platforms across Wealth and Investment Management (WIM) businesses. This role will be part of a team of Product Owners supporting the evolution of the Advisory Platform/Portfolio Management platform.
In this role, you will:

• Engage in continuous discovery with advisors and their clients, product line partners, operational experts, compliance and other stakeholders
• Articulate product vision, definition, goals, and direction for teams to design/develop/deliver technology and processes for well-established technologies/vendor relationships
• Journey mapping of client and advisor experiences
• Obtain and review feedback to understand pain points
• Perform industry and competitive analysis
• Drive requirements, incorporating product expertise and industry/competitor opportunities
• Lead backlog prioritization
• Adjust planning in situations that may include financial, control, or process roadblocks
• Work internal technology partners and vendors to provide actionable solutions to address pain points/issues
• Make business cases for application funding
• Ensure the applications used by investment professionals are tested, compliant, accurate and available
• Work with scrum and delivery technical teams to enable execution of the body of work
• Enhance/monitor key performance indicators and identifies improvement opportunities while ensuring all regulatory and compliance needs are met
• Other duties may be assigned as required

Required Qualifications:

• 4 years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 4 Years of Wealth Management, or Brokerage experience, preferably investment related
• 4 years of experience developing process, or system improvements
• 3 years of experience in one or combination of the following functional areas: unified management accounts (UMA), Separately Managed Accounts (SMA), investment planning; system due diligence; investment analytics; performance reporting; equity management; fixed income management; alternative asset management; risk management and compliance; trading; data integration/analytics, business analysis
• Knowledge of SEI Trust 3000, Fiserv/Tegra118/InvestCloud, Planning tools, Performance Measurement tools, FactSet, SEI, BetaNXT, Bloomberg, Portfolio Management/Trading Platforms, and/or SQL
• Agile Experience (such as user story & feature writing experience / client discovery experience)
• Experience gathering and documenting business requirements which may include workflows, journey maps, or business processes
• Experience articulating and capturing requisite data needed to determine measurable business impact (in the form of OKRs/KPIs) for the business area
• Advisory business, product or platform experience
• Product/application testing experience
• Good communication skills

Job Expectations:

• Ability to work outside of regular business hours to support product development/delivery needs
• Ability to travel on a limited basis, less than 5% 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.

Posting Locations:

• 2801 Market Street - Saint Louis, MO
• 550 South 4th Street - Minneapolis, MN
• Required locations listed above. Relocation assistance is not available for this position.

Posting End Date:
12 May 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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