Portfolio Management Lead Product Manager
| Company | Wells Fargo |
|---|---|
| Location | Charlotte, NC, USA, St. Louis, MO, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
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
Responsibilities
- Lead or participate in product management initiatives and deliverables for product lines or services
- Participate in discovery sessions, journey map creation, strategic planning and initiative prioritization
- Function as Product Owner for the platform that manages advisor update requests for their current advisory investment accounts
- Deliver initiatives which add operational and front office efficiencies for advisory account updates, allocation changes, manager switches, account switches, risk and reporting
- Resolve and determine cost effective solutions to complex issues and lead team to meet project goals, objectives and deliverables
- Partner and collaborate with other Lines of Business including Information Technology, Legal, Risk and Compliance
- Identify, define and prioritize features which will add value to the business and determine metrics to measure success
- Ensure that testing is completed for new features and capabilities
- Ensure programs adhere to change management practices, compliance/regulations, proper story writing, creation of initiative artifacts (testing, controls and procedures), privacy regulations and policies
- Collaborate and consult with managers, business partners, analysts and project teams to ensure that goals are achieved
- Ensure applications used by investment professional are compliant, accurate and available
- May have oversight of several agile teams, Lead projects, teams or serve as a mentor for other team members
- Other duties may be assigned as required
Preferred Qualifications
- 5+ years of Wealth Management, or Brokerage experience, preferably investment related
- 5+ years of experience developing process, or system improvements
- 3+ years of experience in one or combination of the following functional areas: 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 Fiserv/Tegra118/InvestCloud, Planning tools, Performance Measurement tools, BETA, Portfolio Management/Trading Platforms, Account Opening and Maintenance, and/or SQL
- Agile Experience
- Good communication skills
- Advisory product or platform experience
- Advisory business knowledge
- Project Management Experience
- Product/application testing experience