דרושים Lead Digital Product Manager Segment Strategy ב-Wells Fargo ב-United States, San Francisco

In this role, you will:

• Lead cross-functional teams to drive the strategic execution and enablement of platform transformation initiatives, ensuring delivery excellence by proactively identifying and resolving cross-team dependencies and risks.
• Serve as a trusted advisor to senior leadership, providing strategic guidance on business execution, performance optimization, and initiative alignment. Develop and deliver impactful presentations and insights to key stakeholders and executive audiences.
• Collaborate with program managers and execution leads to align transformation objectives with delivery milestones, ensuring cohesive and timely execution.
• Design and implement program enablement frameworks, including governance structures, performance metrics, and stakeholder engagement strategies to support scalable transformation.
• Champion change management and communication strategies to drive successful adoption and cultural alignment across the organization.
• Provide strategic oversight to ensure programs are delivered within scope, on time, and aligned with business objectives and long-term value creation.
• Foster strongpartnerships acrosstechnology, operations, and product to enable integrated and sustainable transformation outcomes.
• Lead the resolution of complex, high-impact business execution challenges, leveraging deep analytical expertise and business acumen to deliver innovative, long-term solutions.

Required Qualifications:

• 8+ years of Product Management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• ISO 20022 Transformation and Global Payments Innovation (gpi)
• SWIFT Wires product management within banking or financial services
• Payment transformation & messaging experience (ACH, FedNow, MT-to-MX, SWIFT, CHIPS)
• Excellent written and verbal communication skills, with expertise in PowerPoint and storytelling.
• Strong organizational and prioritization abilities, with keen attention to detail.
• Proficient in synthesizing and simplifying complex information from diverse stakeholders.
• Customer-centric mindset, with the ability to think end-to-end, take initiative, and independently track and meet deadlines.
• Proven track record of advising and influencing senior leadership horizontally

Job Expectations:

• This position offers a hybrid work schedule at the posted location(s)
• Ability to travel 10%
• Not eligible for visa sponsorship

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Trust ServicesTrust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:

• Personal trust services

• Estate services

• Philanthropic services

• Closely held asset management

• Real estate and loan asset management

• Oil, gas and mineral management

• Legacy trust services

• Special needs trust services

• Managed Individual Retirement Accounts (IRA)

In this role, you will:

• Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts.
• Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
• Identify and recommend opportunities for process improvement and control development.
• Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
• Serve as an escalation point for team members regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions.
• Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
• Lead team to achieve business objectives and drive execution.
• Participate actively in Wells Fargo Trust's training and mentorship programs.
• Participate in marketing and development initiatives, including building connectivity with centers of influence.

Required Qualifications:

• 7+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education

Desired Qualifications:

• Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer
• Knowledge of complex estate planning strategies including tax strategies
• Ability to read, interpret and explain will and trust documents, probate laws and tax provisions
• JD, LLM, CFP or CTFA designations
• Experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM +

Job Expectations:

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

• This Sensitive role will have a required absence of 2-weeks

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Pay Range

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.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Research complex credit investigations and diverse credit information for loans
• Identify opportunity for process improvements within scope of responsibilities or functional area
• Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications:

• 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $25M to $100M
• Completion of a formal credit training program
• Proven ability to manage client relationships and collaborate with cross-functional teams. Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.
• Experience as a commercial banking Portfolio Manager, with a focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate.
• Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses.
• Demonstrated leadership and mentorship capabilities. Excellent communication and presentation skills, with the ability to convey complex financial information clearly.
• In-depth knowledge of industry standards, banking regulations, and compliance requirements.
• Familiarity with the Bank's software and credit risk management tools.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Job Locations:

• 10999 W Interstate 10, San Antonio, TX
• 401 Las Colinas Blvd W Bldg B, Irving, TX
• 801 Walnut St. Des Moines, IA
• 550 S Tryon St., Charlotte, NC
• 299 S Main Street, Salt Lake City, UT
• 8601 S Scottsdale Rd.. Scottsdale. AZ

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
• Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
• Ability to balances needs of clients with associated risks and interests of Wells Fargo
• 3+ years of experience in business-to-business sales
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• A BS/BA degree or higher

Job Expectations:

• Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Posting Location:

• 4888 San Felipe Rd San Jose, CA 95135

​**Required location listed above. Relocation assistance is not available for this position.**

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Increase the investment acumen of our Investment Professionals on alternative investments across all channels and providing education on new product offerings as well as supporting existing platform offerings
• Regularly meet with Investment Professionals and clients of Investment Professionals
• Lead complex initiatives involving educating and consulting with financial advisors, investment strategists, wealth advisors, and clients on alternative investments and the depth and breadth of solutions available
• Build visibility around the Alternative Investment platform with investment professionals who are less familiar with the alternative investment capabilities within Wells Fargo and/or may find these investment vehicles/strategies too complex to discuss with their clients
• Work closely with leadership in eachmarket
• Review and analyze complex multifaceted client and investment professional situations that require an in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multifaceted situations requiring understanding of the asset class, investment offerings, policies, procedures and compliance requirements
• Collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals
• Deliver branch presentations and organize meetings for outside fund managers with Investment Professionals
• Provide training on new offerings, platform changes, investment strategy guidance, support resources and other topics related to alternative investments

Required Qualifications:

• 5+ years of Wealth Investment Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• 4+ years of wholesaleror likeexperience in Alternative Investment product categories (i.e. - hedge funds, privately held investments, private real estate, private debt, etc.)
• Proven experience educating financial professional and clients on Alternative Investment asset class and on the individual product level
• Chartered Alternative Investment Analyst (CAIA) certification or Advanced Financial degree
• Advanced communication skills, specifically related to delivering presentations in person and in virtual meetings
• Demonstrated ability to develop and enhance partnerships with internal investment professional, regional leadership and clients

Job Expectations:

• Ability to travel up to 75% 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.

Job Location:

• 333 Market St. SAN FRANCISCO, CA 94105

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
• Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology
• Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures
• Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects
• Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
• Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market
• Ensure Client Associates are trained in key CRG ease of doing business initiatives
• Visit branches across the Market to oversee operational/support practices and coach on operational risk

Required Qualifications:

• 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• 1+ years of leadership experience
• Familiarity with Support Center model
• Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective
• Strong client service skills
• Strong attention to detail and accuracy skills
• Effective organizational, multi-tasking, and prioritizing skills
• Strong verbal, written, and interpersonal communication skills

Job Expectations:

• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
• This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatoryquestions/disclosures,will be ineligible to work from a location other than their assigned office location
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
• This position is not eligible for Visa sponsorship.
• May travel between branches in the market up to 20% of the time

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:

• 555 California St Ste 2300 San Francisco, California 94104
• 770 Tamalpais Dr Ste 400 & 321 Corte Madera, California94925
• 301 University Ave Palo Alto, California94301
• 50 W San Fernando St San Jose, California

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.