Wells Fargo

Executive Director, Onboarding & Servicing Lead

Wells Fargo$139K — $217K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Business Execution, Implementation, or Strategic Planning
  • 3+ years of management or leadership experience
  • Experience with client Onboarding, Sales & Servicing, and Document Management platforms
  • Proven success in delivering complex onboarding and servicing journeys in regulated environments
  • Strong understanding of KYC and regulatory controls

Responsibilities

  • Own end-to-end product management execution for Wholesale Onboarding and Servicing platforms
  • Lead AI-enabled platform initiatives for Wholesale Servicing
  • Manage cross-functional delivery of complex, workflow-driven initiatives
  • Engage in cross-business prioritization and management of dependencies
  • Enforce platform standards to ensure scalability and consistency
  • Identify and resolve risks and bottlenecks in platform execution
  • Develop executive-ready materials for senior leadership

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life, critical illness, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Tuition reimbursement
  • Commuter benefits
Full Job Description

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.

Key Responsibilities

  • Own end0to0end 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 AI0enabled platform, including AI0driven intake, routing, orchestration, and automation
  • Lead delivery of complex, workflow0driven initiatives across sales and servicing spanning multiple Lines of Business
  • Engage in cross0LOB prioritization, dependency management, and sequencing across concurrent initiatives
  • Enforce platform standards, patterns, and guardrails to ensure scalability, consistency, and control
  • Ensure enterprise0grade controls, transparency, and traceability across end0to0end 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 executive0ready materials, status reporting, and decision support for senior leadership forums
  • Accountable for platform0level execution, maturity, and outcomes across Onboarding, Servicing, and Document Management
  • Make portfolio0level trade0offs 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, multi0product 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 fast0paced, 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

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 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.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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