Lead Product Manager - Wealth & Investment Management

The Client Relationship Group (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's full-service and independent advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a consistent and seamless experience for Advisors and Client Associates.

Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Group to define and own requirements for our Client Relationship Management application. This role will partner with various business stakeholders and will drive the integrated desktop experience to align with firm-wide initiatives and goals. The individual will collaboratively work with technology partners to create and maintain features and capabilities that will enrich the overall customer experience for our Wells Fargo Advisors

Job Description

• Own the ideation, research, definition, iteration and creation of complex experiences and features within the Client Management CRM application
• Translate large scale requirements into logical and actionable building blocks
• Effectively create unique personas and user experiences that meets the needs of the evolving end-user
• Review and analyze complex & major product lines and services
• Execute on and deliver a strategic set of roadmap priorities that meet target state efforts and embody true product management principles of design, build, test and measure
• Make decisions in complex and multi-faceted situations of global market dynamics, trends, and regulatory impact
• Oversee risk management to meet deliverables and drive new initiatives
• Collaborate and consult with managers, stakeholders, scrum masters, project managers, and delivery team to resolve issues and achieve project goals
• Lead projects, teams, or serve as a mentor to junior staff

Required Qualifications :

Desired Qualifications :

Posting End Date : 6 Mar 2025

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.

Candidates applying to job openings posted in US : All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada : Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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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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