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About the Role
The Wealth & Investment Management (WIM) Chief Product Office is seeking a Lead Product Manager to drive product change and support the strategy and delivery of Financial Advisor Compensation capabilities. This high-visibility role directly impacts the advisor experience and requires strong product ownership across multiple teams. You will translate business strategy, regulatory requirements, and advisor needs into clear product outcomes, roadmaps, and scalable solutions. You will partner with Product leadership and cross-functional teams to advance the compensation roadmap, strengthen reporting, and support compensation tools across advisor channels, aligning business priorities, technology delivery, risk requirements, and financial commitments.
Responsibilities
- Support the end-to-end Financial Advisor Compensation product strategy and multi-year roadmap, aligned with WIM business objectives, advisor needs, financial commitments, and regulatory requirements.
- Translate compensation strategy and business needs into clear product outcomes, requirements, roadmap priorities, and delivery plans.
- Lead complex product initiatives and enhancements spanning compensation capabilities, reporting, transparency, and supporting tools across advisor channels.
- Partner with Product leadership, Human Resources, Finance, Field Leadership, Technology, Risk, Compliance, Legal, and Operations to coordinate priorities, dependencies, and execution.
- Conduct market, business, and data analysis to identify opportunities, evaluate product performance, and inform product recommendations and investment decisions.
- Identify opportunities to responsibly apply AI and automation to simplify compensation processes, improve decision support, strengthen data insights, and reduce manual effort.
- Partner with Technology, Data, Risk, and Control teams to evaluate and implement AI-enabled capabilities that improve efficiency, accuracy, transparency, and scalability.
- Review and analyze complex product capabilities and services, balancing advisor impact, financial accuracy, scalability, operational needs, and control effectiveness.
- Manage product backlogs, requirements, milestones, risks, and dependencies to help ensure timely delivery and readiness for field adoption.
- Support risk management and control activities by embedding governance, compliance, auditability, and regulatory requirements into product design and delivery, including the responsible use of AI-enabled capabilities.
- Drive opportunities to modernize and simplify compensation processes, using AI, automation, and data-driven insights where appropriate to reduce manual work, improve transparency, and enable scalable growth.
- Help integrate AI-enabled solutions into existing workflows, including adoption planning, performance measurement, and ongoing evaluation of business value.
- Use key business and advisor metrics to measure product performance, identify gaps, and recommend enhancements.
- Resolve complex product and delivery issues in partnership with managers, stakeholders, scrum masters, project managers, and delivery teams.
- Lead projects or workstreams and provide guidance or mentorship to less experienced product team members.
- Prepare clear executive updates, recommendations, and decision materials related to product strategy, delivery progress, risks, tradeoffs, and AI-enabled modernization opportunities.
Requirements
- 5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Experience supporting complex product strategies, roadmaps, and technology-enabled change in a regulated financial services environment.
- Knowledge of financial advisor compensation, incentive programs, advisor channels, or related wealth management products and processes.
- Strong financial, analytical, and data-driven decision-making skills, with the ability to translate analysis into clear product recommendations.
- Experience partnering across Product, Human Resources, Finance, Technology, Risk, Compliance, Legal, Operations, and business leadership.
- Demonstrated ability to manage multiple initiatives, priorities, and dependencies while maintaining execution rigor and high-quality outcomes.
- Strong understanding of risk management, governance, controls, and regulatory expectations within banking or financial services.
- Experience with agile product delivery and tools such as Jira, Confluence, Story Weaver, Octane, or similar platforms.
- Ability to work effectively in ambiguous and complex environments and translate incomplete information into clear, measurable, and actionable plans.
- Excellent verbal, written, and interpersonal communication skills, including the ability to influence and present to senior leaders and technical and non-technical stakeholders.
- Demonstrated leadership, collaboration, and mentoring skills.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
- In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
- Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
- Ability to travel up to 10%.
- This position is not eligible for Visa sponsorship.
Skills
- Product Management
- Product Development
- Strategic Planning
- Process Management
- Change Delivery
- Financial Advisor Compensation
- Reporting
- Transparency
- AI and Automation
- Data Analysis
- Risk Management
- Agile Product Delivery
- Jira
- Confluence
- Story Weaver
- Octane
Location
- St. Louis, MO
- Charlotte, NC
- Minneapolis, MN
Work Type
- Onsite
Experience Level
- Lead
Salary/Compensations
- $119,000.00 - $206,000.00
Benefits
- 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
About the Company
- Wells Fargo provides eligible employees with a comprehensive set of benefits.
- Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
- They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
- There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Equal Opportunity
- Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
- Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.