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.