Lead Product Manager, WIM Operations, Account Opening & Maintenance
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What you'll do
- Own product outcomes end-to-end by identifying, prioritizing, and delivering capabilities that maximize customer and business value.
- Drive product vision, roadmap, and prioritization across complex initiatives.
- Serve as a trusted liaison among business, technology, operations, Legal, Risk, and Compliance partners.
- Facilitate stakeholder meetings and governance forums, including agendas, decisions, action items, and meeting minutes.
- Develop business cases and executive presentations to support strategic decisions and investments.
- Leverage data, analytics, and insights to guide prioritization and decision-making.
- Manage product roadmaps and Jira backlogs while balancing long-term strategy with near-term delivery.
- Utilize GenAI tools to accelerate research, analysis, documentation, and workflow efficiency.
- Mentor Product Owners and provide leadership across cross-functional teams.
What they're looking for
- 5+ 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
Nice to have
- Advanced Agile product management experience, including writing user stories, leading backlog refinement sessions, managing prioritization, and driving delivery outcomes through Scrum teams using Jira and related Agile tools.
- Ability to define and execute an end-to-end product vision that aligns business objectives, customer needs, regulatory requirements, and delivery outcomes.
- Experience developing strategic business cases that articulate customer value, business impact, ROI, risks, and enterprise alignment.
- Proven ability to influence and align business, technology, operations, Legal, Risk, and Compliance partners to drive strategic initiatives and deliver complex business solutions.
- Experience translating leadership vision and strategic priorities into executable product roadmaps, initiatives, and measurable outcomes.
- Expertise developing executive-ready presentations and communicating data-driven insights to influence decision-making, drive alignment, and support governance routines.
- Experience leveraging process mapping and workflow design tools, including Visio or similar platforms, to document and improve business processes.
- Experience in Wealth Management, Brokerage, Account Opening, Customer Onboarding, Account Servicing, or related financial services domains.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
About this role:
In this role, you will:
- Own product outcomes end-to-end by identifying, prioritizing, and delivering capabilities that maximize customer and business value.
- Drive product vision, roadmap, and prioritization across complex initiatives.
- Serve as a trusted liaison among business, technology, operations, Legal, Risk, and Compliance partners.
- Facilitate stakeholder meetings and governance forums, including agendas, decisions, action items, and meeting minutes.
- Develop business cases and executive presentations to support strategic decisions and investments.
- Leverage data, analytics, and insights to guide prioritization and decision-making.
- Manage product roadmaps and Jira backlogs while balancing long-term strategy with near-term delivery.
- Utilize GenAI tools to accelerate research, analysis, documentation, and workflow efficiency.
- Mentor Product Owners and provide leadership across cross-functional teams.
Required Qualifications:
- 5+ 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
Desired Qualifications:
- Advanced Agile product management experience, including writing user stories, leading backlog refinement sessions, managing prioritization, and driving delivery outcomes through Scrum teams using Jira and related Agile tools.
- Ability to define and execute an end-to-end product vision that aligns business objectives, customer needs, regulatory requirements, and delivery outcomes.
- Experience developing strategic business cases that articulate customer value, business impact, ROI, risks, and enterprise alignment.
- Proven ability to influence and align business, technology, operations, Legal, Risk, and Compliance partners to drive strategic initiatives and deliver complex business solutions.
- Experience translating leadership vision and strategic priorities into executable product roadmaps, initiatives, and measurable outcomes.
- Expertise developing executive-ready presentations and communicating data-driven insights to influence decision-making, drive alignment, and support governance routines.
- Experience leveraging process mapping and workflow design tools, including Visio or similar platforms, to document and improve business processes.
- Experience in Wealth Management, Brokerage, Account Opening, Customer Onboarding, Account Servicing, or related financial services domains.
Posting Location:
- 1525 W W T Harris Blvd, Charlotte, NC 28262
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
Posting End Date:
22 Sep 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.
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.
Company
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