Portfolio Management Product Owner

About this role:
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.
In this role, you will:

• 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

Required Qualifications:

• 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

Desired Qualifications:

• 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

Job Expectations:

• Ability to work outside of regular business hours to support product development/delivery needs
• This position is not eligible for Visa sponsorship
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents

Location:

• 2801 Market Street - Saint Louis, MO
• 550 South Tryon Street - Charlotte, NC
• 550 South 4th Street - Minneapolis, MN

Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$77,000.00 - $133,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:
18 Aug 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.