Wells Fargo

Executive Director Senior Lead Product Manager Client Management Salesforce CRM

Wells Fargo • $139K — $239K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in Product Management or related fields, with a focus on financial services.
  • Experience in leading product strategy and delivery for CRM and client management tools.
  • Proven track record with Salesforce integrations, particularly Financial Services Cloud.
  • Strong vendor management skills, including oversight of external partnerships.
  • Exceptional executive communication skills, capable of influencing senior leaders.

Responsibilities

  • Lead product vision and execution for Client Management capabilities.
  • Own delivery for key initiatives like Leads and Referrals and Salesforce Mobile.
  • Translate business needs into actionable product requirements and roadmaps.
  • Collaborate with cross-functional teams to enhance advisor and client experiences.
  • Manage complex product initiatives from definition to performance evaluation.
  • Ensure compliance with regulatory and governance standards throughout product lifecycle.
  • Identify and mitigate delivery risks and dependencies across teams.

Benefits

  • Comprehensive health benefits.
  • 401(k) plan with company match.
  • Generous paid time off policy.
  • Disability and life insurance options.
  • Parental and critical caregiving leave.
  • Tuition reimbursement and scholarships for dependents.
  • Commuter benefits and discounts.
Full Job Description
The Wealth & Investment Management (WIM) Chief Product Office (CPO) is seeking a Senior Lead Product Manager supporting Client Management. This role provides product leadership across key capabilities, including Leads and Referrals, New Associate, ServiceNow, Salesforce Mobile, Commercial and CIB referrals, and WIM client relationships. The role is responsible for defining product vision and business requirements, prioritizing the roadmap, leading delivery, supporting adoption, and managing ongoing product performance. This position partners across Product, Technology, Risk, Operations, and business stakeholders to deliver integrated solutions that improve advisor and client associate experiences while supporting regulatory, operational, and enterprise requirements. Backfilling the role preserves dedicated product ownership and maintains delivery continuity for prioritized capabilities. In this role, you will: - Lead product vision, requirements, roadmap, prioritization, and execution for Client Management capabilities. - Own delivery for Leads and Referrals, New Associate, ServiceNow, Salesforce Mobile, Commercial and CIB referrals, and WIM client relationships. - Translate business and technical needs into product requirements, prioritized backlogs, delivery plans, and measurable outcomes. - Partner across Product, Technology, Risk, Operations, and business teams to deliver integrated advisor and client associate experiences. - Lead complex initiatives through product definition, implementation, adoption, and ongoing performance management. - Oversee regulatory, risk, and compliance reviews to ensure products align with enterprise standards, policies, controls, and governance requirements. - Identify and resolve delivery risks, dependencies, and complex product challenges requiring coordination across multiple teams. - Prioritize work based on business value, customer needs, delivery feasibility, risk considerations, and available capacity. - Support field integration, onboarding, training, change readiness, and adoption for new and enhanced capabilities. - Provide product direction and decision support to leadership, stakeholders, subject matter experts, and delivery teams. Required Qualifications: - 7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: - Experience leading product strategy, roadmap development, and delivery for CRM, advisor desktop, planning, proposal and trading tools, client onboarding, leads and referral management, workflowmanagement, or contact management platforms within large financial services organizations. - Demonstrated experience managing products built on or integrated with Salesforce, including Financial Services Cloud, Service Cloud, and related enterprise platforms supporting sales, service, and client relationship management. - Experience partnering with Wealth Management field organizations, including Financial Advisors, Client Associates, Private Bankers, and referral channels spanning Wealth Management, Commercial Banking, and Corporate & Investment Banking. - Strong vendor management experience, including relationship management, performance oversight, and delivery coordination with external partners. - Executive-level communication and presentation skills with the ability to influence, align, and build consensus among senior leaders, cross-functional stakeholders, technology partners, and control functions in a matrixed environment. - Experience navigating risk, governance, compliance, and regulatory requirements while delivering technology-enabled change within a financial services environment. - Proven ability to lead across Product, Technology, Risk, Compliance, Legal, Operations, Finance, Human Resources, and business teams to deliver complex initiatives. - Experience with Agile product delivery methodologies and tools such as Jira, Confluence, Octane, Story Weaver, or similar platforms. - Demonstrated ability to manage multiple priorities, operate effectively in ambiguous environments, and drive high-quality execution through leadership, collaboration, and influence. Job Expectations: - Ability to travel up to 10%. - This position is not eligible for Visa sponsorship. Job Location: - St. Louis, MO - Charlotte, NC - Minneapolis, MN Vendor Management Salesforce CRM Executive Level Communication and able to execute and align senior OC leadership 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 - $239,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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: 14 Oct 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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