Wells Fargo

Financial Planning and Analysis

• Manage a team of Product Managers focused on the expansion and ongoing maintenance of the Alternative Investments Platform
• Serve as the senior executive leader responsible for the Alternative Investments business across all asset classes and structures
• Own business accountability for all new alternative investment offerings, including prioritization, approval, launch, and ongoing oversight
• Set the vision, strategy, and roadmap for the alternative investments platform, including growth initiatives and platform enhancements
• Own and oversee the end‑to‑end fund launch process, ensuring disciplined execution across product strategy, onboarding, approvals, and readiness for distribution
• Provide leadership and oversight across alternative investment product development, lifecycle management, and platform operations
• Serve as the final escalation point for material business, regulatory, and risk‑related decisions impacting alternative investment offerings
• Oversee and strengthen senior‑level relationships with external investment managers, third-party vendors, and strategic partners
• Serve as Alternative Investments subject matter expert to Wells Fargo investment professionals and other internal partners
• Ensure strong governance, risk management, and regulatory alignment across the alternative investments platform
• Partner closely with senior leaders across WIM including research, distribution, legal, compliance, risk, operations, marketing, and consulting to deliver successful product launches and platform outcomes
• Represent the Alternative Investments business in executive forums, leadership discussions, and cross‑business initiatives
• Drive leadership effectiveness, organizational scalability, and a culture of accountability and disciplined execution

Senior Manager, Alternative Investments

Manager

• Serve as the sales leader of the branch
• Accountable for acquiring, deepening and retaining customer relationships
• Lead, coach, and develop a team to improve banker productivity
• Foster an engaged, accountable culture focused on customer financial needs

Branch Manager

Account Manager

• Deliver financial solutions to prospective and existing clients by leading execution teams and provide guidance and oversight to pitch, structure, negotiate, and execute highly customized transactions to clients
• Develop or influence objectives, strategy, resources and long-term goals for a portfolio of clients that utilize specialty products and services
• Potentially be assigned a non-contractual territory and responsible for influencing partners to generate and direct deal opportunities to the business
• Lead the preparation of deal proposals and deliver pitches. Act as a primary interface with clients to understand their financial needs and objective and formulate recommendations
• Identify ancillary solutions that meet the client’s needs and coordinate interaction with other product partners within the bank (Investment Banking, Wealth Investment Management, Treasury Management, etc.)
• Manage the execution of deals by assigning responsibilities, setting deadlines, and ensuring accountability for new originations and existing portfolio transactions such as amendments, extensions, and periodic reviews
• Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
• Strategically collaborate and consult with peers, colleagues, and mid to senior level managers, and develop a relationship with internal partners, including product groups and risk and operations, to achieve business objectives
• Act as a key participant in large-scale planning related to a given product or specialty’s business objectives
• Serve as a mentor for less experienced individuals

Lead Credit Product Origination Specialist – Vendor Program Relationship Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.
• Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.
• Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.

Growth Marketing

• Act as an advisor to senior leadership in Business Growth Strategy
• Participate in process to identify and purchase acquisition opportunities
• Lead business development strategies
• Collaborate with various levels of professionals within the company

Lead Business Growth Strategy Consultant

QA Engineer

• Lead the end‑to‑end QA strategy for Auto Originations
• Oversee second‑level QA reviews across application intake, underwriting, stipulation review, funding, and dealer processes
• Identify performance, risk, and control gaps using data‑driven insights
• Translate QA results into clear, business‑focused narratives
• Partner cross‑functionally with Operations, Credit, Risk, Compliance, Legal, and Technology
• Inspire, develop, and lead a team of QA managers and professionals
• Prepare QA functions for success in audits, regulatory exams, and internal reviews
• Maintain ownership and creation of key controls that are focused on mitigating risks

Senior Quality Assurance Manager – Auto Originations

Call Center Representative

• Lead or participate in providing technology initiatives for simple to moderately complex business problems
• Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements
• Evaluate moderately complex business, operational, or technical challenges
• Partner with business and technology teams to evaluate moderately complex business problems
• Act as an internal consultant within technology and business groups
• Collaborate and consult with business and technology teams to evaluate and resolve issues
• Coordinate communication and information flow between business and technology teams

Contact Center Modernization Migration Lead

• Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.
• Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.
• Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options.
• Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Operations

• Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Support the Branch manager in operational tasks and scheduling
• Resolve issues related to daily operations of the teller line, under direction of regional banking management
• Support customers and employees in resolving or escalating concerns or complaints
• Receive guidance from managers and exercise judgment within defined policies and procedures
• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
• Identify information and services to meet customers financial needs
• Motivate a diverse team to achieve full potential and meet established business objectives

Branch Operations Coordinator

Marketing

• Own and lead multiple operational workstreams end‑to‑end—from problem identification and intake through execution, stabilization, and sustainability.
• Manage the Jira ServiceDesk environment, including intake standards, triage rigor, backlog health, and ticket quality scoring.
• Oversee operational intake for platform, campaign, or system issues, ensuring they are clearly defined, prioritized, and driven to closure.
• Maintain strong execution discipline across support tickets, controls, and workflows, intervening early when delivery risks or control gaps appear.
• Translate leadership expectations into actionable plans, milestones, and checkpoints.
• Serve as the accountable owner for controls and KRIs for Marketing Services applications.
• Develop procedures, maintain documentation, and lead remediation efforts for identified control gaps.
• Ensure all metrics, reports, and dashboards are accurate, timely, and decision‑useful.
• Challenge data quality, ownership gaps, and execution risks, driving corrective actions and process/tool improvements.
• Design, maintain, and evolve ticket quality scoring models, control metrics, and operational reporting.
• Provide clear, executive‑ready insights to leadership, audit partners, and cross‑functional stakeholders.
• Support the Marketing Support Hub in surfacing trends related to marketing campaign performance and impediments.
• Partner closely with business, technology, data, and governance teams to align on ownership, remove blockers, and drive coordinated execution.
• Influence without authority through structure, clarity, and credibility.
• Represent Marketing Services confidently in leadership, audit, and oversight forums.
• Coach consultants on performance expectations, accountability, and operational excellence.

Lead Business Execution Consultant – Marketing Platforms, Operation and Support

Product Manager

• Provide product vision, strategy, and direction for the firm’s tokenization initiatives, including tokenized US Equities, tokenized Fixed Income Securities, and other digital asset products
• Own and manage the product roadmap and delivery lifecycle for tokenized securities and digital assets, from ideation through implementation and BAU support
• Define business and functional requirements for tokenization platforms, including issuance, trading, settlement, custody, and lifecycle event management
• Partner with front office, market structure, and platform teams to evaluate and enable new market models, including on-chain and hybrid settlement constructs
• Collaborate closely with Technology to drive delivery of DLT-based capabilities, smart contract frameworks, APIs, and integrations with existing trading and post-trade systems
• Engage with Legal, Compliance, Risk, and Control partners to ensure tokenized products meet regulatory, legal, and policy requirements
• Support establishment of governance, controls, procedures, and documentation around Tokenized Asset product offerings aligned with Wells Fargo’s risk and control standards
• Manage dependencies across custody, clearing, settlement, and asset servicing models, including evaluation of atomic settlement, DVP, and accelerated settlement paradigms
• Evaluate and oversee third-party vendors, platforms, and technology partners supporting tokenization initiatives
• Identify, assess, and prioritize future tokenized asset opportunities, including new asset classes and market use cases
• Serve as a domain expert to senior leadership, providing insights on tokenization trends, digital asset market structure, and strategic implications of industry initiatives

Vice President, Asset Tokenization Product Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team
• Lead a branch team to proactively identify customer financial needs and deliver tailored solutions
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners for a coordinated Wells Fargo experience
• Identify opportunities for making banking easier through education and demonstration
• Leverage reporting and employee observations to improve team performance
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions

Business Operations

• Maintain current Enterprise Business Continuity and Resiliency Planning (EBCRP) certification and remain knowledgeable of the Enterprise Guidebook and updates
• Conduct Business Impact Analyses (BIA) with functional managers by identifying dependencies, validating information, securing approvals, and documenting artifacts in the BCP system of record
• Perform risk assessments by reviewing controls, identifying gaps, developing mitigation plans, clearing findings, and maintaining required documentation
• Manage and maintain Business Continuity Plans (BCPs) for service offerings and technology plans, ensuring timely updates as organizational or system changes occur
• Plan, coordinate, and document BCP exercises and simulations, serving as the central point of contact and ensuring completion within required timelines
• Facilitate and support Recovery Team meetings, ensuring participants understand plans, interim processing strategies, and recovery responsibilities
• Monitor plan health through ongoing reporting, issue tracking, and remediation, including resolution of quality review findings and logging issues per policy
• Participate in enterprise resiliency governance, including required BRC, QA, and training meetings, and collaboration with Lines of Business to resolve recovery gaps
• Support incident response activities, including participation in the EICC process, incident communications, real event documentation, and adherence to enterprise communication protocols
• Prepare and deliver documentation, reports, and regulatory responses, and support interactions with Technology partners, analysts, regulators, and audits; availability for occasional nights/weekends as required for exercises

Senior Technology Business Systems Consultant

• Manage and develop a team of individual contributors for leading product strategy
• Consult, develop, market, and manage performance analysis for products that have high impact on companywide growth opportunities and success
• Identify and recommend opportunities for product enhancements and business requirements
• Determine appropriate strategy and actions of product management team to meet moderate to high risk deliverables
• Interpret and develop pricing policies and distribution strategies, which may include global considerations
• Collaborate and consult with product managers, analysts and multiple level managers
• Interact directly with vendors
• Manage allocation of people and financial resources for Product Management
• Develop and guide a culture of talent development to meet business objectives and strategy
• Initiates action, manages change, and drives execution.
• Demonstrates persuasive communication and strong relationship management.
• Exhibits urgency, passion for results, and personal accountability.
• Builds high-performing teams that deliver business results through effective leadership and employee engagement.
• Champions a culture of strong relationships balanced with rigorous risk mitigation and compliance.

Senior Product Management Manager – Information Services

• Lead, manage and develop a team of branch managers to ensure an exceptional customer and team experience, manage risk, and support growth across multiple branch locations
• Identify and recommend process improvement opportunities to partners by ensuring that colleagues are aligned with applicable regulations, policy and procedure requirements, operational expectations, audit, and escalation processes
• Determine appropriate strategies and actions of the regional banking team to meet the regional branch objectives
• Interpret and deploy branch performance objectives, and lead transformational changes in the region
• Collaborate with partners, peers, and other leaders to understand the trends in the business and execute strategies in alignment with internal goals while managing risk
• Manage allocation of people and financial resources for Regional Banking
• Develop and guide a culture of talent development to meet business objectives and strategy

Senior Manager, Alternative Investments

Branch Manager

Lead Credit Product Origination Specialist – Vendor Program Relationship Manager

Branch Manager

Lead Business Growth Strategy Consultant

Senior Quality Assurance Manager – Auto Originations

Contact Center Modernization Migration Lead

Branch Manager

Branch Operations Coordinator

Lead Business Execution Consultant – Marketing Platforms, Operation and Support

Vice President, Asset Tokenization Product Manager

Branch Manager

Senior Technology Business Systems Consultant

Senior Product Management Manager – Information Services

District Manager