Portfolio Management Product Owner, Wells Fargo

Wells Fargo

Location:
United States, Saint Louis ▼
Charlotte
Minneapolis

Category:
Finance

Contract Type:
Employment contract

Salary:

77000.00 - 133000.00 USD / Year

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Job Description:

Wells Fargo is seeking a Portfolio Management Product Owner to join the Investment Solutions Agile Transformation product team. This role is responsible for leading key initiatives that support our Advisory Strategy programs. This includes efforts such as our Advisor Directed programs and our Personalized Unified Managed Account (P-UMA) program. It also supports a variety of related functions such as advisory tax management, advisor trading, billing, account maintenance, operational support platforms, and advisor vendor management.

Job Responsibility:

Support 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 business requirements, direct product design and implementation for complex business and technical needs
Engage stakeholders, project and product managers, and Technology partners to ensure the successful delivery of key initiatives
Lead an Agile team(s), providing product direction, issue resolution with guidance from a more senior product manager
Support the definition of 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
Participate in planning and strategy sessions, defining the roadmap for the next quarter and next six quarters ("Big Room Planning")
Support overall product management and strategic focus for the most technical, complex and diverse products and services
Articulate product vision for assigned agile teams, 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

Requirements:

2+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of Wealth Management, or Brokerage experience, preferably investment related
2+ years of experience developing process, or system improvements
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
Investment Advisory business, product or platform experience
Product/application testing experience
Good communication skills

Nice to have:

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
Investment Advisory business, product or platform experience
Product/application testing experience

What we offer:

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

Additional Information:

Job Posted:
August 13, 2025

Expiration:
August 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Portfolio Management Product Owner