Agile Product Owner

4 weeks ago

Charlotte, United States WELLS FARGO Full time

Wells Fargo is seeking an Agile Product Owner (Senior Lead Product Manager) to join the Investment Solutions Agile Transformation product team. This role is responsible for key initiatives including programs and platforms that support our Advisory Strategies including PIM (Private Investment Management) and Alternative Investments in the Personalized - UMA programs.

In this role, you will:

  • Articulate product vision, define scope, prioritize backlog, establish goals, and provide direction for teams to design, develop, and deliver technology and processes for updating, upgrading technologies and vendor relationships

  • Develop and influence business plans, business requirements, direct product design and implementation for complex business and technical needs

  • Engage with business leaders, stakeholders, project and product managers, and Technology partners to ensure the successful delivery of key initiatives

  • Lead a group of Agile teams, providing product direction, issue resolution and guidance to product managers

  • Define project objectives, key results, and outcomes, as well as tracking and monitoring results

  • Partner with Technology teams daily to refine requirements, clarify features, and oversee daily scrum meetings

  • Lead quarterly planning and strategy sessions, defining the roadmap for the next quarter and next six quarters ("Big Room Planning")

  • Oversee overall product management and strategic focus for the most technical, complex and diverse products and services

  • Articulate product vision, define scope, prioritize backlog, establish goals, and provide direction for teams to design, develop, and deliver technology and processes for updating, upgrading technologies and vendor relationships

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:

  • 4 Years of Wealth Management, or Brokerage experience, preferably investment related

  • 4+ years of experience developing process, or system improvements

  • 3+ years of experience in one or combination of the following functional areas: unified management accounts (UMA), Separately Managed Accounts (SMA), investment planning; system due diligence; investment analytics; performance reporting; equity management; fixed income management; alternative asset management; risk management and compliance; trading; data integration/analytics, business analysis

  • Knowledge of SEI Trust 3000, Fiserv/Tegra118/InvestCloud, Planning tools, Performance Measurement tools, FactSet, SEI, BetaNXT, Bloomberg, Portfolio Management/Trading Platforms, and/or SQL

  • Agile Experience (such as user story & feature writing experience/client discovery experience)

  • Experience gathering and documenting business requirements which may include workflows, journey maps, or business processes

  • Experience articulating and capturing requisite data needed to determine measurable business impact (in the form of OKRs/KPIs) for the business area

  • Advisory business, product or platform experience

  • Product/application testing experience

  • Good communication skills

Job Expectations:

  • Ability to work outside of regular business hours to support product development/delivery needs

  • This position is not eligible for Visa sponsorship

  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting Locations:

  • 2801 Market Street - Saint Louis, MO

  • 550 South Tryon Street - Charlotte, NC

  • 550 South 4th Street - Minneapolis, MN

  • Required locations listed above. Relocation assistance is not available for this position.

Posting End Date:

14 Aug 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Company: WELLS FARGO BANK

Req Number: R-390438-2

Updated: Sat Aug 10 03:50:58 UTC 2024

Location: CHARLOTTE,North Carolina

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