Wells Fargo

Lead Product Manager Customer Onboarding & Lifecycle Engagement

Wells Fargo$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Product Management or related field with proven results
  • Experience in developing customer onboarding and lifecycle marketing programs
  • Strong analytical skills to derive insights from customer data
  • Proven track record of managing cross-channel marketing journeys
  • Experience with creative development and collaborating with agencies
  • Excellent communication and presentation skills for senior stakeholders
  • Background in financial services or credit card marketing is a plus

Responsibilities

  • Define and execute the onboarding strategy for new credit card customers
  • Create customer journeys to deepen engagement within the first 90 days
  • Identify opportunities for improving customer activation and satisfaction
  • Develop a roadmap that aligns customer needs with business goals
  • Evaluate program performance and implement enhancements
  • Lead onboarding initiatives from concept to delivery
  • Collaborate with cross-functional teams to ensure effective customer experiences

Benefits

  • Hybrid work schedule
  • Limited travel required (up to 10%)
  • Not eligible for Visa sponsorship
  • Not eligible for relocation assistance
Full Job Description

About this role:

The Lead Product Manager that will sit within the Small Business Credit Card team, owning the onboarding and early lifecycle engagement strategy for new customers across the portfolio.

The ideal candidate is a creative, customer-centric marketer with strong financial services and or marketing experience who can blend strategy, customer psychology, campaign optimization, and cross-functional leadership. We are seeking an experienced and innovative marketing leader to help shape the onboarding and early customer lifecycle experience for our Small Business Credit Card portfolio.

This role sits at the intersection of customer experience, marketing strategy, creative development, and business growth. You will own the vision, strategy, and execution of customer onboarding programs that help new cardholders understand the value of their product, adopt key features, and build lasting engagement from day one.

As a member of a high-performing marketing team, you will lead initiatives that influence customer behavior across multiple touchpoints, including email, card fulfillment experiences, digital channels, mobile experiences, alerts, direct communications, and emerging engagement platforms.

This is an opportunity for a strategic marketer who understands how effective storytelling, personalization, and customer insights drive meaningful business outcomes. You will partner with creative teams, agencies, analytics professionals, technology teams, and business leaders to design programs that increase activation, digital adoption, engagement, and long-term customer loyalty.


In this role, you will:

Lead Customer Onboarding & Early Lifecycle Strategy

  • Define and execute the onboarding and early lifecycle engagement strategy for Small Business Credit Card customers.
  • Create customer journeys that educate, activate, and deepen engagement during the critical first 90 days of the customer relationship.
  • Identify opportunities to improve customer activation, digital wallet enrollment, feature adoption, spending behaviors, and overall customer satisfaction.
  • Develop a forward-looking roadmap that aligns customer needs, business goals, emerging capabilities, and industry trends.
  • Continuously evaluate program performance and implement enhancements that improve customer outcomes and business results

Lead Cross-Functional Delivery & Execution

  • Serve as the marketing lead for onboarding initiatives from concept through delivery.
  • Provide strategic and creative direction to internal stakeholders and agency partners.
  • Collaborate with product, analytics, digital, technology, servicing, operations, compliance, legal, and brand teams to deliver effective customer experiences.
  • Drive alignment across multiple stakeholders while balancing competing priorities and business objectives.
  • Ensure efficient execution through clear communication, project leadership, and strong operational discipline.

Influence Thought Leadership

  • Present recommendations, business cases, and performance insights to senior leadership.
  • Champion customer-centric thinking throughout the organization.
  • Foster innovation by bringing new ideas, best practices, and emerging marketing strategies into the onboarding experience.
  • Influence across a highly matrixed environment.


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 developing customer onboarding, lifecycle, engagement, retention, or loyalty marketing programs
  • Curious, innovative thinker with a track record of developing new marketing strategies that improve customer engagement and business outcomes
  • Strong analytical skills with the ability to turn customer data, research, and performance insights into actionable recommendations
  • Background in designing multi-channel marketing journeys across email, digital, alerts, direct mail, or physical fulfillment
  • Proven ability to manage marketing agencies, creative development, campaign execution, and cross-functional delivery
  • Clear, structured communicator with confident leadership presence and executive-ready storytelling skills
  • Demonstrated ability to influence, partner, and drive alignment in a matrixed environment
  • Financial services, credit card, retail banking, or lifecycle marketing experience
  • Proven success leading cross-functional initiatives in complex, matrixed organizations.
  • Experience managing large-scale marketing campaigns from strategy through execution.
  • Strong communication and presentation skills with the ability to influence senior stakeholders.
  • Demonstrated ability to use customer insights and business performance data to make strategic recommendations.


Job Expectations:

  • Hybrid work schedule
  • Some travel may be required (up to 10%).
  • This position is not eligible for Visa sponsorship.
  • Not eligible for relocation assistance

Locations:

2200 Concord Pike, Wilmington, DE 19803

1525 W W T Harris Blvd Charlotte, NC 28262

Posting End Date:

25 Jul 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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