Senior Product Manager - Wealth & Investment Management (CRM)

at  Wells Fargo

The Client Relationship Group (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM’s full-service and independent advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a consistent and seamless experience for Advisors and Client Associates.
Wells Fargo is seeking a Senior Product Manager to join our Client Relationship Management Group to define and own requirements for our Customer Relationship Management system. This role will partner with various business stakeholders and will drive the integrated desktop experience to align with firm-wide initiatives and goals. The individual will collaboratively work with technology partners to create and maintain features and capabilities that will enrich the overall customer experience.

In this role, you will:

• Lead or participate in product management initiatives and deliverables for product lines or services
• Contribute to product analysis across applicable markets, conduct market research and market results-oriented analysis
• Review and analyze marketing programs for new products or enhancements including identification of market segments, product positioning, product bundling, pricing and profitability
• Resolve moderately complex issues and lead team to meet project goals, objectives and deliverables
• Ensure programs adhere to compliance, privacy regulations and policies
• Collaborate and consult with managers, analysts and project teams to ensure that goals are achieved
• Lead projects, teams or serve as a mentor

Required Qualifications:

• 4+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of experience with the Salesforce ecosystem and related products - Sales, Service, Financial Service, Marketing Cloud, etc.
• 2+ years of experience working with Agile technology development including experience with one or more Agile tools used for tracking user stories or backlogs, such as Confluence or Jira
• 2+ years of experience in Wealth & Investment Management
• Experience creating efficiencies and increasing productivity to enable Financial Advisors and Client Associates
• Experience in Cloud Data Migration.
• Experience creating efficiencies and increasing productivity to enable Financial Advisors and Client Associates
• Ability to develop partnerships and collaborate with other business and functional areas
• Ability to exercise independent judgment and creative problem solving techniques
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of business requirements analysis including: identification of alternative solutions and associated tradeoffs

APPLICANTS WITH DISABILITIES

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

• Lead or participate in product management initiatives and deliverables for product lines or services
• Contribute to product analysis across applicable markets, conduct market research and market results-oriented analysis
• Review and analyze marketing programs for new products or enhancements including identification of market segments, product positioning, product bundling, pricing and profitability
• Resolve moderately complex issues and lead team to meet project goals, objectives and deliverables
• Ensure programs adhere to compliance, privacy regulations and policies
• Collaborate and consult with managers, analysts and project teams to ensure that goals are achieved
• Lead projects, teams or serve as a mento