Wells Fargo Lead Product Manager - Wealth & Investment Management 

United States, North Carolina, Charlotte 

835694669

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:

• 5+ years of product management, product development, strategic planning, process management, change management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

​Desired Qualifications:

• 3+ years of experience with the Salesforce ecosystem and related products - Sales, Service, Financial Service, Marketing Cloud, etc.

• 3+ years of experience building and maintaining a CRMapplication experiences to capture, track and store Client and prospect related communications

• 3+ years of experience integrating with systems that would use CRM and that are needed for a CRM to effectively work

• 3+ years of experience working with Agile technology development including experience with one or more Agile tools used for tracking user stories or backlogs, such as Confluence or Jira

• 3+ years of experience in financial services including but not limited to wealth management, asset management and community banking

• 2+ years of experience working with large scale migrations, analytics and reporting

• Self starter, ideated, create and incorporate design thinking fundamentals into the product design

• Experience creating efficiencies and increasing productivity to enable Financial Advisors and Client Associates

• Instrumental in independently developing, implementing, and managing a document control and configuration management process

• Ability to develop partnerships and collaborate with other business and functional areas

• Ability to exercise independent judgment and creative problem solving techniques

• Excellent verbal, written, and interpersonal communication skills

• Knowledge and understanding of business requirements analysis including: identification of alternative solutions and associated tradeoffs

Pay Range

$84,000.00 - $179,200.00

24 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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