Portfolio Management Lead Product Manager

About this role:

Wells Fargo is seeking an Advisory Platform Lead Product Manager that will support Advisory Platforms across Wealth and Investment Management (WIM) businesses.  This role will be part of a team supporting the evolution of the Advisory Platform, expanding Advisory product offerings, implementing tax overlay and management, and enhancing key Advisory functions including new enrollments, tax harvesting, cash management, manager switches and other related account activities.  The role will work closely with our primary Advisory vendor, InvestCloud as well as numerous departments across the firm.

In this role, you will:

• Lead or participate in product management initiatives and deliverables for product lines or services 

• Participate in discovery sessions, journey map creation, strategic planning and initiative prioritization

• Function as Product Owner for the platform that manages advisor update requests for their current advisory investment accounts

• Deliver initiatives which add operational and front office efficiencies for advisory account updates, allocation changes, manager switches, account switches, risk and reporting

• Resolve and determine cost effective solutions to complex issues and lead team to meet project goals, objectives and deliverables

• Partner and collaborate with other Lines of Business including Information Technology, Legal, Risk and Compliance

• Identify, define and prioritize features which will add value to the business and determine metrics to measure success

• Ensure that testing is completed for new features and capabilities

• Ensure programs adhere to change management practices, compliance/regulations, proper story writing, creation of initiative artifacts (testing, controls and procedures), privacy regulations and policies

• Collaborate and consult with managers, business partners, analysts and project teams to ensure that goals are achieved

• Ensure applications used by investment professional are compliant, accurate and available

• May have oversight of several agile teams, Lead projects, teams or serve as a mentor for other team members

• Other duties may be assigned as required

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:

• 5+ years of Wealth Management, or Brokerage experience, preferably investment related 

• 5+ years of experience developing process, or system improvements

• 3+ years of experience in one or combination of the following functional areas: investment planning; system due diligence; investment analytics; performance reporting; equity management; fixed income management; alternative asset management; risk management and compliance; trading; data integration/analytics, business analysis

• Knowledge of Fiserv/Tegra118/InvestCloud, Planning tools, Performance Measurement tools, BETA, Portfolio Management/Trading Platforms, Account Opening and Maintenance, and/or SQL

• Agile Experience

• Good communication skills

• Advisory product or platform experience

• Advisory business knowledge

• Project Management Experience

• Product/application testing experience

Job Expectations:​

• Ability to work outside of regular business hours to support product development/delivery needs

• This position is not eligible for Visa sponsorship

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting Location:

• 550 S. Tryon, Charlotte, NC

• 1 N. Jefferson - St. Louis, MO

Posting End Date: 

*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.