Executive Director, Onboarding & Servicing Lead

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
The Chief Operating Office (COO) supports the business by delivering platforms, processes and systems across a wide range of disciplines. This includes LOB business management, business solutions & enablement, client lifecycle management, data management, strategy & transformation, and innovation.
About this Role:
Wells Fargo is seeking an Onboarding & Servicing Lead to provide execution leadership across the Wholesale Onboarding, Servicing, and Document Management platforms as part of the Client Lifecycle Management (CLM) Program within the Commercial Banking (CB) and Corporate Investment Bank (CIB). This role is critical to scaling Wholesale Onboarding and Servicing as a cohesive platform amid growing regulatory complexity and AI enablement.
Learn more about the career areas and lines of business at wellsfargojobs.com .
Key Responsibilities

• Own end-to-end product management execution across Wholesale Onboarding, Servicing, and Document Management platforms, aligned to business priorities, regulatory expectations, and enterprise standards in partnership with Digital Product Management
• Lead product management execution of Wholesale Servicing AI-enabled platform, including AI-driven intake, routing, orchestration, and automation
• Lead delivery of complex, workflow-driven initiatives across sales and servicing spanning multiple Lines of Business
• Engage in cross-LOB prioritization, dependency management, and sequencing across concurrent initiatives
• Enforce platform standards, patterns, and guardrails to ensure scalability, consistency, and control
• Ensure enterprise-grade controls, transparency, and traceability across end-to-end customer journeys
• Identify and resolve execution risks and delivery bottlenecks; act as the senior escalation point for platform execution issues
• Apply Agile and enterprise delivery practices to drive execution discipline and transparency
• Lead and mentor Lead and Feature Product Owners across platforms and Lines of Business
• Develop executive-ready materials, status reporting, and decision support for senior leadership forums
• Accountable for platform-level execution, maturity, and outcomes across Onboarding, Servicing, and Document Management
• Make portfolio-level trade-offs across customer experience, AI enablement, scalability, and controls
• Lead multiple Product Owners and drives consistent delivery discipline across initiatives

Required Qualifications:

• 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years Management or leadership experience

Desired Qualifications

• Experience with client Onboarding, Sales & Servicing, Document Management, and Business Process Orchestration platforms
• Proven delivery of complex, multi-product onboarding and servicing journeys in highly regulated environments
• Strong understanding of KYC, regulatory controls, and GPL/Markets/Lending product journeys
• Demonstrated ability to lead execution across multiple teams and stakeholder groups
• Advanced risk, dependency, and escalation management skills
• Strong communication and influence skills with senior business and technology leaders
• Ability to operate effectively in fast-paced, highly regulated environments
• Experience incorporating AI capabilities as part of product solutions

Job Expectations:

• This role is not eligible for VISA sponsorship
• Ability to travel as needed
• Willingness to work on-site in accordance with current office requirements
• Ability to work additional hours as needed
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting location:
550 S. Tryon, Charlotte, NC 28202
Salary range:
$139,000-$217,000 (Charlotte only)
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$139,000.00 - $217,000.00
Benefits
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 benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:
23 Jun 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.
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.