Wells Fargo
Wells Fargo
Wells Fargo एक बहुराष्ट्रीय वित्तीय सेवा कंपनी है, जो बैंकिंग और उससे जुड़े वित्तीय उत्पादों के क्षेत्र में काम करती है। यहाँ शुरुआती करियर वाले पेशेवरों, अनुभवी विशेषज्ञों और नेतृत्व भूमिकाओं के लिए अवसर उपलब्ध हैं। कंपनी सहयोग, नवाचार और समावेशी कार्यस्थल संस्कृति पर ज़ोर देती है। साथ ही, इसके व्यापक कार्यबल में करियर प्रगति को समर्थन देने के लिए विकास कार्यक्रम भी संचालित किए जाते हैं।

Wells Fargo Executive Director, Senior Lead Product Manager - Client Management & Salesforce CRM

Lead Salesforce CRM and client management products for Wells Fargo Wealth & Investment Management. Own strategy, delivery, adoption, and regulatory alignment across financial services teams.

विवरण

  • Define product vision, requirements, roadmaps, priorities, and execution for Client Management capabilities
  • Direct delivery across Leads and Referrals, New Associate, ServiceNow, Salesforce Mobile, Commercial and CIB referrals, and WIM client relationships
  • Convert business and technical needs into product requirements, prioritized backlogs, delivery plans, and measurable results
  • Collaborate with Product, Technology, Risk, Operations, and business teams to deliver integrated advisor and client associate experiences
  • Guide complex initiatives from product definition through implementation, adoption, and ongoing performance management
  • Oversee regulatory, risk, and compliance reviews against enterprise standards, policies, controls, and governance requirements
  • Identify and address delivery risks, dependencies, and complex product issues
  • Prioritize initiatives according to business value, customer needs, delivery feasibility, risk, and available capacity
  • Support field integration, onboarding, training, change readiness, and adoption activities
  • Provide product leadership and decision support to executives, stakeholders, subject matter experts, and delivery teams

आवश्यकताएँ

  • At least seven years of experience in product management, product development, strategic planning, process management, change delivery, or agile product ownership, or equivalent experience, training, military service, or education
  • Background leading product strategy, roadmap creation, and delivery for CRM, advisor desktop, planning, proposal and trading tools, client onboarding, lead and referral management, workflow management, or contact management platforms in large financial services organizations
  • Experience managing products built on or integrated with Salesforce, including Financial Services Cloud and Service Cloud
  • Experience working with Wealth Management field teams, including Financial Advisors, Client Associates, Private Bankers, and referral channels across Wealth Management, Commercial Banking, and Corporate & Investment Banking
  • Strong experience managing vendors
  • Executive-level communication and presentation capabilities
  • Experience handling risk, governance, compliance, and regulatory requirements in financial services
  • Ability to lead across Product, Technology, Risk, Compliance, Legal, Operations, Finance, Human Resources, and business functions
  • Experience with Agile product delivery methods and tools such as Jira, Confluence, Octane, Story Weaver, or comparable platforms
  • Ability to manage competing priorities and work effectively in ambiguous situations
  • Successful completion of a FINRA background check before hiring
  • Ongoing compliance with FINRA regulatory obligations, including periodic screening and mandatory reporting
  • Compliance with applicable outside-activity and personal-investing policies
  • Willingness to travel up to 10%
  • This role does not provide Visa sponsorship

लाभ

  • Health coverage
  • 401(k) plan
  • Paid time off
  • Disability coverage
  • Life, critical illness, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discount and savings programs
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Potential incentive opportunities