Executive Director, Senior Lead Product Manager, Client Management, Salesforce CRM

Wells Fargo

. Lead product vision, requirements, roadmap, prioritization, and execution for Client Management capabilities .

Posted 10/1/2026full-timeUnited StatesSenior💰 $139,000 - $239,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Product Management, leading product strategy, roadmap development, and delivery within financial services. Proficient in navigating regulatory, risk, and compliance requirements while managing cross-functional teams and delivering integrated client experiences.

Highest-signal resume keywords

Product ManagementSalesforce IntegrationAgile Product DeliveryRegulatory ComplianceVendor Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product DevelopmentStrategic PlanningProcess ManagementChange DeliveryCRM ToolsWorkflow ManagementClient OnboardingRisk ManagementPerformance ManagementDelivery Planning

Soft Skills

Executive-Level CommunicationPresentation SkillsCross-Functional CollaborationProblem SolvingAdaptability

Tools & Technologies

SalesforceServiceNowJiraConfluenceOctaneStory Weaver

Certifications & Qualifications

FINRA Background Check

Industry Keywords

Financial ServicesWealth ManagementCommercial BankingCorporate & Investment BankingComplianceGovernance

Tech Stack

Tools & technologies

CloudServiceNow

About the role

Key responsibilities & impact

Lead product vision, requirements, roadmap, prioritization, and execution for Client Management capabilities
Own delivery for Leads and Referrals, New Associate, ServiceNow, Salesforce Mobile, Commercial and CIB referrals, and WIM client relationships
Translate business and technical needs into product requirements, prioritized backlogs, delivery plans, and measurable outcomes
Partner across Product, Technology, Risk, Operations, and business teams to deliver integrated advisor and client associate experiences
Lead complex initiatives through product definition, implementation, adoption, and ongoing performance management
Oversee regulatory, risk, and compliance reviews to ensure alignment with enterprise standards, policies, controls, and governance requirements
Identify and resolve delivery risks, dependencies, and complex product challenges
Prioritize work based on business value, customer needs, delivery feasibility, risk, and capacity
Support field integration, onboarding, training, change readiness, and adoption
Provide product direction and decision support to leadership, stakeholders, subject matter experts, and delivery teams

Requirements

What you’ll need

7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through work experience, training, military experience, or education
Experience leading product strategy, roadmap development, and delivery for CRM, advisor desktop, planning, proposal and trading tools, client onboarding, leads and referral management, workflow management, or contact management platforms within large financial services organizations
Experience managing products built on or integrated with Salesforce, including Financial Services Cloud and Service Cloud
Experience partnering with Wealth Management field organizations, including Financial Advisors, Client Associates, Private Bankers, and referral channels spanning Wealth Management, Commercial Banking, and Corporate & Investment Banking
Strong vendor management experience
Executive-level communication and presentation skills
Experience navigating risk, governance, compliance, and regulatory requirements in a financial services environment
Ability to lead across Product, Technology, Risk, Compliance, Legal, Operations, Finance, Human Resources, and business teams
Experience with Agile product delivery methodologies and tools such as Jira, Confluence, Octane, Story Weaver, or similar platforms
Ability to manage multiple priorities and operate effectively in ambiguous environments
Must successfully complete and pass a FINRA background check prior to hire
Must meet ongoing FINRA regulatory obligations, including periodic screening and mandatory reporting
Must comply with applicable outside activities and personal investing policies
Ability to travel up to 10%
This position is not eligible for Visa sponsorship

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
Incentive opportunities may be available