Lead Product Manager, Wealth & Investment Management at Wells Fargo
New York, New York, USA -
Full Time


Start Date

Immediate

Expiry Date

07 Nov, 25

Salary

224000.0

Posted On

08 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Figma, Training, Strategic Planning, Wealth Management, Financial Services, Platforms, Product Strategy, Migration Projects, Product Management, Jira, Enterprise Architecture, Process Management, Agile Methodologies, Confluence

Industry

Financial Services

Description

PAY RANGE

Reflected 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.
$119,000.00 - $224,000.00

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

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, educatio

Desired Qualifications:

  • Experience in financial services, wealth management, or advisor platforms.
  • Demonstrated success leading complex digital product initiatives in a matrixed, cross-functional environment.
  • Strong understanding of Agile methodologies and experience managing product backlogs, roadmaps, and delivery cycles.
  • Proficiency with tools such as Jira, Confluence, Figma, or similar.
  • Excellent communication and stakeholder engagement skills, including executive-level presentations.
  • Analytical mindset with experience using data to drive decisions and measure success.
  • Strong understanding of complex data sets and experience working with data teams to extract insights and inform product strategy.
  • Experience overseeing data migration projects, including transitioning large datasets between platforms while maintaining integrity, performance, and compliance.
  • Familiarity with platform modernization, API integration, or enterprise architecture.
  • Understanding of regulatory and compliance considerations in financial services
Responsibilities

Wells Fargo Wealth & Investment Management is seeking a Lead Product Manager to join the Advisor Gateway Product Team-a high-impact leadership role focused on shaping the future of our digital advisor experience.
Advisor Gateway is Wells Fargo’s unified digital platform for financial advisors, designed to streamline workflows, centralize tools, and deliver real-time insights that drive better client outcomes. It integrates planning, portfolio management, communication, and operational capabilities into a seamless experience-empowering advisors to focus more on relationships and less on navigating fragmented systems.
As Lead Product Manager, you will define and drive the product vision, strategy, and roadmap for key components of the platform. You will lead cross-functional teams to deliver scalable, modern solutions that enhance advisor productivity and align with enterprise modernization efforts. This role is ideal for a strategic thinker and hands-on leader who thrives in a fast-paced, collaborative environment and is passionate about building impactful digital experiences.

In this role, you will:

  • Define and own the product vision, strategy, and roadmap for major components of the Advisor Gateway platform.
  • Lead cross-functional initiatives from concept to delivery, ensuring alignment with business goals, user needs, and enterprise modernization efforts.
  • Collaborate with engineering, design, data, risk, and business stakeholders to deliver high-quality solutions that enhance advisor productivity and experience.
  • Translate complex business and user needs into clear product requirements, epics, and user stories with measurable outcomes.
  • Use data, research, and market insights to inform product decisions and continuously improve platform performance.
  • Serve as a key voice in strategic planning, platform architecture discussions, and enterprise alignment forums.
  • Mentor and guide junior product managers and analysts, fostering a culture of collaboration, innovation, and accountability.
  • Ensure adherence to risk, compliance, and regulatory standards throughout the product lifecycle.
  • Own and monitor key business and customer metrics, driving continuous improvement and measurable impact.

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:

  • Experience in financial services, wealth management, or advisor platforms.
  • Demonstrated success leading complex digital product initiatives in a matrixed, cross-functional environment.
  • Strong understanding of Agile methodologies and experience managing product backlogs, roadmaps, and delivery cycles.
  • Proficiency with tools such as Jira, Confluence, Figma, or similar.
  • Excellent communication and stakeholder engagement skills, including executive-level presentations.
  • Analytical mindset with experience using data to drive decisions and measure success.
  • Strong understanding of complex data sets and experience working with data teams to extract insights and inform product strategy.
  • Experience overseeing data migration projects, including transitioning large datasets between platforms while maintaining integrity, performance, and compliance.
  • Familiarity with platform modernization, API integration, or enterprise architecture.
  • Understanding of regulatory and compliance considerations in financial services.

Job Expectations:

  • Ability to work in a hybrid environment.
  • Willingness to travel occasionally for team meetings, stakeholder engagement, or user research.
  • Flexibility to support cross-functional teams across time zones.
  • Commitment to Wells Fargo’s risk management, compliance, and data privacy standards.
  • Availability to support production checkouts or critical deployments outside standard business hours, as needed.
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