Agile Product Owner (Senior Lead Product Manager)

Wells Fargo - St. Louis, MO

Full-time - Senior

St. Louis, MO

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an Agile Product Owner (Senior Lead Product Manager) to join the Investment Solutions Agile Transformation product team. This role is pivotal in driving key initiatives that support our Advisory Strategies, including Private Investment Management (PIM) and Alternative Investments within the Personalized - Unified Managed Accounts (UMA) programs. As an Agile Product Owner, you will be responsible for articulating the product vision, defining the scope, prioritizing the backlog, and establishing goals that guide teams in designing, developing, and delivering technology and processes for updating and upgrading technologies and vendor relationships. In this role, you will develop and influence business plans and requirements, directing product design and implementation to meet complex business and technical needs. You will engage with business leaders, stakeholders, project and product managers, and technology partners to ensure the successful delivery of key initiatives. Leading a group of Agile teams, you will provide product direction, resolve issues, and guide product managers through the product lifecycle. You will define project objectives, key results, and outcomes, while also tracking and monitoring results to ensure alignment with business goals. Your responsibilities will include partnering with technology teams daily to refine requirements, clarify features, and oversee daily scrum meetings. You will lead quarterly planning and strategy sessions, defining the roadmap for the upcoming quarters. Additionally, you will oversee the overall product management and strategic focus for the most technical, complex, and diverse products and services, ensuring that the product vision is clearly articulated and that the teams are aligned with the strategic goals of the organization.

Responsibilities

• Articulate product vision, define scope, prioritize backlog, establish goals, and provide direction for teams to design, develop, and deliver technology and processes.
• Develop and influence business plans, business requirements, and 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.
• Oversee overall product management and strategic focus for the most technical, complex, and diverse products and services.

Requirements

• 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.
• 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 a 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.

Nice-to-haves

• Experience in the advisory business or related platforms.
• Familiarity with Agile methodologies and practices.

Benefits

• Health insurance coverage.
• Dental insurance coverage.
• Vision insurance coverage.
• 401(k) retirement savings plan.
• Paid holidays and vacation time.
• Flexible scheduling options.
• Professional development opportunities.