Lead IRA Product Manager, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
Saint Louis

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Lead IRA Product Manager to join the Investment Product group within Wealth & Investment Management Investment Solutions organization. Learn more about our career areas and lines of business at wellsfargojobs.com.

Job Responsibility:

Lead complex initiatives including establishing marketing programs for new products or enhancements
Handle complex cases with client facing advisors related retirement products
Serve as an IRA product subject matter expert
Define, prioritize, and deliver IRA product enhancements and innovations
Collaborate with cross-functional partners, such as marketing, operations, technology, risk, compliance, and legal, to ensure the successful implementation and launch of our IRA products.
Manage product strategy, define requirements, and provide escalated issue resolution on our complex IRA matters.
Oversee risk management to meet deliverables and drive new product initiatives
Collaborate and consult with managers, stakeholders, scrum masters, project managers, and delivery team to resolve issues and achieve project goals
Conduct market research and market results-oriented analysis for major products and services
Make decisions in complex and multi-faceted situations of industry trends, and regulatory change
Lead projects, teams, or serve as a mentor to less experienced staff

Requirements:

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
Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

Nice to have:

FINRA registration including Series 24 (or FINRA recognized equivalents)
3+ yrs of Retirement Product experience focused on IRA products or retirement industry
Project Management experience focused on product roll-out, risk and issue escalation management and management of retirement product related tools
Experience partnering and collaborating with product, risk and operations teams across the broker-dealer and Client Relationship Group (CRG)
Accredited Investment Fiduciary, Certified Retirement Counselor, Certified IRA Services Professional (CISP) certifications or equivalent retirement based industry designations.
Intermediate PowerPoint skills and experience presenting to senior leadership
Strong analytical skills including analysis of financial metrics
Demonstrated ability to analyze large data sets
Intermediate MS Excel and database experience
Ability to successfully perform with minimal supervisory oversight
Experience delivering results in a fast-paced, deadline driven environment
Experience operating in a highly matrixed organization
Ability to work effectively, as well as independently, in a team environment
Highly refined and professional verbal and written communications

Additional Information:

Job Posted:
June 11, 2025

Expiration:
June 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead IRA Product Manager