Advisor Platform Product Management Manager - Wealth & Investment Management

About this role:

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 verticals to drive a consistent and seamless experience for Advisors and Client Associates.

Wells Fargo is seeking a Product Management Manager to join our Client Relationship Management Group to lead and manage a team of product managers and own the vision for our overall target state platform - including but not limited to common utilities, search and integrated experiences. 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.

In this role, you will:

• Manage and develop a team of product management contributors

• Engage stakeholders and partners associated with the function

• Identify and recommend opportunities for product management for a less complex product or service

• Strategize growth opportunities

• Ensure programs adhere to compliance and privacy regulations and policies

• Make decisions and resolve issues regarding overall business strategy to meet business objectives

• Create business plans, develop business requirements, direct product design and implementation

• Recommend product enhancements, support sales and marketing

• Interpret and develop product enhancements recommending product pricing, distribution strategies, and performance measurements

• Collaborate and consult with product managers, analysts, and multiple level managers

• Interact directly with vendors

• Manage allocation of people and financial resources for Product Management

• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

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

• 2+ years of leadership experience

Desired Qualifications:

• 4+ 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

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

• 4+ years working with senior leaders to provide timely updates and milestones

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

• 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

Expectations:

• This position offers a hybrid work schedule

• This position is not eligible for Visa sponsorship

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$111,100.00 - $237,100.00

Posting End Date:

10 Mar 2025

*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.

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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