Leads workplace technology product strategy for Wealth & Investment Management, translating business and advisor needs into roadmaps, portfolio priorities, compliant delivery, adoption goals, and measurable outcomes. Partners with technology, risk, compliance, legal, cybersecurity, and records management teams to deliver scalable, resilient workplace solutions. Advises senior stakeholders, manages trade-offs, strengthens governance, and drives technology value realization across regulated environments.
About this role
Wells Fargo is seeking a Senior Lead Digital Product Manager to serve as the Workplace Technology Experience Lead for the Wealth & Investment Management (WIM) line of business. This is a senior, business-facing product leadership role responsible for shaping, prioritizing, and delivering workplace technology experiences that support advisors, client-facing teams, and investment operations in a highly regulated environment.
This position will serve as the primary point of accountability between WIM leadership and Workplace Technology, acting as a strategic partner and advocate for employee and advisor technology needs. You will ensure those needs are translated into clear product strategies, disciplined prioritization, compliant delivery, strong adoption, and measurable business outcomes.
Workplace Technology includes end-user computing, collaboration and messaging platforms, regulated communications, shared services (print and audiovisual), and internally developed AI and productivity tools. The role requires close partnership with technology, operations, risk, compliance, legal, cyber security, and records management to ensure solutions are compliant by design, scalable, resilient, and aligned to enterprise standards.
This role focuses on the "why" and "what" rather than solution engineering, with accountability for product direction, portfolio prioritization, and trusted advisory across the workplace technology landscape supporting WIM.
In this role, you will
Required qualifications
Desired qualifications
Education & Experience
Workplace Technology & End-User Experience
Product and Portfolio Leadership
Risk, Compliance, and Controls
Stakeholder Leadership
Wealth & Investment Management Experience
Job expectations
This is a Hybrid role requiring someone to be in the office 3 days a week.
There is no Visa Sponsorship Available for this role.
Posting End Date:
18 Oct 2026
*Job posting may come down early due to volume of applicants.
We Value 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.
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 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.
Wells Fargo is seeking a Senior Lead Digital Product Manager to serve as the Workplace Technology Experience Lead for the Wealth & Investment Management (WIM) line of business. This is a senior, business-facing product leadership role responsible for shaping, prioritizing, and delivering workplace technology experiences that support advisors, client-facing teams, and investment operations in a highly regulated environment.
This position will serve as the primary point of accountability between WIM leadership and Workplace Technology, acting as a strategic partner and advocate for employee and advisor technology needs. You will ensure those needs are translated into clear product strategies, disciplined prioritization, compliant delivery, strong adoption, and measurable business outcomes.
Workplace Technology includes end-user computing, collaboration and messaging platforms, regulated communications, shared services (print and audiovisual), and internally developed AI and productivity tools. The role requires close partnership with technology, operations, risk, compliance, legal, cyber security, and records management to ensure solutions are compliant by design, scalable, resilient, and aligned to enterprise standards.
This role focuses on the "why" and "what" rather than solution engineering, with accountability for product direction, portfolio prioritization, and trusted advisory across the workplace technology landscape supporting WIM.
In this role, you will
- Act as the senior workplace technology partner for WIM, accountable for translating business needs into prioritized, outcome-driven product strategies
- Develop and maintain a rolling 12-18 month workplace technology roadmap aligned to business strategy, advisor workflows, regulatory obligations, and enterprise standards
- Partner with WIM business leaders to understand advisor and client-service workflows, productivity challenges, and risk considerations, translating insights into investment-ready priorities rather than feature-driven requests
- Lead portfolio prioritization and trade-off discussions, aligning initiatives to firmwide strategy, capacity, and Run-the-Bank commitments
- Present decision-ready options to senior stakeholders that clearly articulate value, cost, risk, and delivery trade-offs
- Partner with Workplace Technology domain product owners (e.g., End User Compute, Collaboration, Regulated Messaging, Print, AV, Productivity Platforms) to influence solution direction while respecting ownership boundaries
- Ensure regulatory, risk, security, records management, and compliance requirements are embedded from inception into workplace technology initiatives
- Drive adoption and value realization by defining success measures, tracking outcomes post-delivery, and partnering on communications and change management
- Act as a clear front door for WIM workplace technology needs, reducing fragmentation and aligning solutions to enterprise platforms
- Strengthen governance through effective decision forums, clear accountability, and consistent communications without unnecessary bureaucracy
- Serve as a trusted advisor to business, technology, and control partners across the WIM organization
Required qualifications
- 7+ years of digital product management experience, or equivalent demonstrated through work experience, training, military experience, or education
- 4+ years of banking industry experience
Desired qualifications
Education & Experience
- Bachelor's degree in Business, Technology, Engineering, or a related field; advanced degree preferred
- Experience owning end-to-end product lifecycles for enterprise-scale, user-facing technology (50,000+ users preferred)
- Experience operating in highly regulated environments
Workplace Technology & End-User Experience
- Strong understanding of workplace technology domains, including end-user compute, collaboration and productivity platforms, regulated communications, and shared services (print and AV)
- Demonstrated ability to balance employee experience, security, cost, resilience, and operational simplicity
Product and Portfolio Leadership
- Ownership of a product or service portfolio, including roadmap development and prioritization
- Strong trade-off decision-making skills grounded in business outcomes
- Experience defining success measures, tracking adoption, and driving value realization
Risk, Compliance, and Controls
- Experience designing products with built-in controls, auditability, and evidentiary defensibility
- Ability to partner effectively with Risk, Compliance, Legal, Cyber Security, and Records Management without slowing delivery
- Skill translating regulatory requirements into practical, scalable product decisions
Stakeholder Leadership
- Proven ability to influence without authority across senior business leaders, technology teams, and control partners
- Strong executive communication skills, including decision briefs and trade-off discussions
- Experience managing competing priorities across diverse business groups and risk profiles
Wealth & Investment Management Experience
- Experience supporting wealth management or investment management users such as financial advisors, client service teams, portfolio managers, or investment operations
- Understanding of advisor productivity workflows, including secure collaboration, document management, and client communications
- Familiarity with data protection, client confidentiality, and supervision requirements in wealth and asset management environments
- Strong orientation toward improving advisor efficiency and client-facing outcomes through workplace technology
Job expectations
- Sponsorship is not available for this role
- Ability to travel up to 10% of the time
- Ability to work onsite in one of the posted locations
This is a Hybrid role requiring someone to be in the office 3 days a week.
There is no Visa Sponsorship Available for this role.
Posting End Date:
18 Oct 2026
*Job posting may come down early due to volume of applicants.
We Value 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.
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 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.
Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
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