Senior Product Manager

Wells Fargo

Senior Product Manager managing investment research and portfolio management product teams for Wells Fargo. Leading end-to-end product strategy and facilitating cross-functional collaboration in a hybrid work setting.

Posted 6/3/2026full-timeCharlotte • Minnesota, Montana, North Carolina • 🇺🇸 United StatesSenior💰 $87,000 - $154,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the Product Owner for one or more Investment Solutions scrum teams focused on Investment Research, Strategy, and Portfolio Management, with end-to-end accountability for product management and delivery outcomes
Define and execute product vision, roadmap, and priorities for research publishing, model portfolio tools, investment strategy workflows, and advisor-facing content delivery
Own backlog management across research platform capabilities, ensuring clear requirements, defined scope, and alignment to the broader IS strategic direction
Lead release planning, dependency management, and open issue governance across integrated platforms including publications systems, portfolio modeling tools, and downstream advisory platforms
Drive cross-functional alignment across Investment Research, Portfolio Strategy, Technology, and Operations without requiring escalation
Ensure consistent execution standards, prioritization practices, and delivery cadence across scrum teams supporting research and strategy workflows
Resolve complex product and delivery challenges at the intersection of research content, data accuracy, portfolio modeling logic, and advisor experience
Operate with a high degree of autonomy as a decision-maker and execution leader within a flattened operating model
Partner with stakeholders, scrum masters, and delivery teams to maintain momentum and execution quality
Advance the platform roadmap by incorporating AI-enabled capabilities, including research personalization, decision support, automated commentary generation, and workflow efficiency
Ensure adherence to risk, control, compliance, and regulatory standards across all product management activities

Requirements

What you’ll need

4+ 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
Experience serving as Product Owner for large, complex scrum teams with end-to-end ownership of the product lifecycle, including roadmap definition, backlog prioritization, feature delivery, and execution outcomes
Experience operating across multi-team or platform-level ecosystems supporting integrated research, data, and advisory workflows rather than single applications
Strong track record of release planning, dependency coordination, and issue governance across complex, cross-team environments
Experience driving execution across business, technology, and operations teams, partnering closely with cross-functional leaders to deliver outcomes
Demonstrated ability to maintain delivery momentum in environments with competing priorities, evolving content requirements, and regulatory constraints
Proven ability to operate as a senior individual contributor in lean, flattened organizations, absorbing coordination, prioritization, and execution responsibilities typically handled at the management layer
Experience making independent product and delivery trade-offs, balancing business needs, technical constraints, data quality considerations, and risk
Ability to manage complex stakeholder dynamics across research, portfolio strategy, and technology teams and align competing priorities into clear roadmap and execution plans without escalation
Strong communication skills with a focus on clarity, prioritization, and outcome-driven alignment with senior research and investment leadership
Track record of improving execution discipline, team accountability, and delivery consistency across Agile teams
Experience in wealth management, investment research, portfolio management, or financial services — with familiarity with how advisors consume and act on investment content
Understanding of investment research workflows, model portfolio construction, strategy distribution, and the advisor experience lifecycle, with the ability to connect product decisions to advisor experience and client outcomes
Familiarity with research publishing platforms, portfolio modeling tools (e.g., Aladdin, APL, InvestCloud), or investment data infrastructure
Exposure to or experience incorporating AI-driven capabilities into product roadmaps, including automated content generation, personalization, research summarization, or decision support
Ability to translate AI and data concepts into practical product features and advisor value, contributing to platform evolution beyond near-term delivery

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Product ManagementBacklog ManagementRelease PlanningDependency CoordinationIssue GovernanceAI-enabled CapabilitiesInvestment Research WorkflowsModel Portfolio ConstructionFeature DeliveryExecution Outcomes

Soft Skills

Cross-functional AlignmentStakeholder ManagementCommunication SkillsDecision-makingExecution LeadershipPrioritizationProblem SolvingAdaptabilityTeam AccountabilityClarity