Senior Lead Product Manager - Wealth & Investment Management (Salesforce -CRM) at Wells Fargo
Charlotte, NC 28201
About the Job
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 Senior Lead Product Manager to join our Client Relationship Management Group to define and own requirements for our Customer Relationship Management system (Salesforce)
This role will partner with various business stakeholder 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.Job DescriptionAdvise experienced leadership to develop or influence business plans, business requirements, direct product design and implementation for complex business and technical needsOversee overall product management and strategic focus for the most technical, complex and diverse products and servicesLead the strategy and resolution of complex and unique challenges requiring in-depth understanding of potential synergies, opportunities companywideDeliver solutions that are long-term, large scale, and require consideration of global market dynamics, trends, regulatory impact, and risk managementProvide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are strategically focused for diverse product linesArticulate product vision, define scope, prioritize backlog, establish goals, and provide direction for teams to design, develop, and deliver technology and processes for updating, upgrading technologies and vendor relationshipsEngage with leaders, stakeholders, subject matter experts, scrum masters, project managers and delivery team companywideServe as an adept advisor to leadershipRequired Qualifications:7+ 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, education5+ years of experience with the Salesforce ecosystem and related products - Sales, Service, Financial Service, Marketing Cloud, etc.Desired Qualifications:5+ 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 Jira5+ years of experience in financial services including but not limited to wealth management, asset management and community bankingExperience creating efficiencies and increasing productivity to enable Financial Advisors and Client AssociatesAbility to develop partnerships and collaborate with other business and functional areasAbility to exercise independent judgment and creative problem solving techniquesExcellent verbal, written, and interpersonal communication skillsKnowledge and understanding of business requirements analysis including: identification of alternative solutions and associated tradeoffsPay RangeReflected 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 - $197,500.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below
Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:24 Oct 2024*Job posting may come down early due to volume of applicants.We Value DiversityAt 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells 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.SummaryLocation: CHARLOTTE, NC; SAINT LOUIS, MOType: Full time
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 Senior Lead Product Manager to join our Client Relationship Management Group to define and own requirements for our Customer Relationship Management system (Salesforce)
This role will partner with various business stakeholder 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.Job DescriptionAdvise experienced leadership to develop or influence business plans, business requirements, direct product design and implementation for complex business and technical needsOversee overall product management and strategic focus for the most technical, complex and diverse products and servicesLead the strategy and resolution of complex and unique challenges requiring in-depth understanding of potential synergies, opportunities companywideDeliver solutions that are long-term, large scale, and require consideration of global market dynamics, trends, regulatory impact, and risk managementProvide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are strategically focused for diverse product linesArticulate product vision, define scope, prioritize backlog, establish goals, and provide direction for teams to design, develop, and deliver technology and processes for updating, upgrading technologies and vendor relationshipsEngage with leaders, stakeholders, subject matter experts, scrum masters, project managers and delivery team companywideServe as an adept advisor to leadershipRequired Qualifications:7+ 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, education5+ years of experience with the Salesforce ecosystem and related products - Sales, Service, Financial Service, Marketing Cloud, etc.Desired Qualifications:5+ 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 Jira5+ years of experience in financial services including but not limited to wealth management, asset management and community bankingExperience creating efficiencies and increasing productivity to enable Financial Advisors and Client AssociatesAbility to develop partnerships and collaborate with other business and functional areasAbility to exercise independent judgment and creative problem solving techniquesExcellent verbal, written, and interpersonal communication skillsKnowledge and understanding of business requirements analysis including: identification of alternative solutions and associated tradeoffsPay RangeReflected 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 - $197,500.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below
Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:24 Oct 2024*Job posting may come down early due to volume of applicants.We Value DiversityAt 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells 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.SummaryLocation: CHARLOTTE, NC; SAINT LOUIS, MOType: Full time
