Jobs and Careers

Salesforce Senior Product Manager - WIM CRM

141278-NC-CIC Customer Information Ctr, United States, United Statesfull_timeVerifiedPosted 5 Aug 2025

💰 $140,000/yr($87,000/yr – $140,000/yr)

About the role

About this role

The Client Relationship Group (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM’s full-service and independent advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a consistent and seamless experience for Advisors and Client Associates.

Wells Fargo is seeking a Senior Product Manager to join our Client Relationship Management Group to define and own requirements for our Customer Relationship Management system. This role will partner with various business stakeholders and will drive the integrated desktop experience to align with firm-wide initiatives and goals. The individual will collaboratively work with technology partners to create and maintain features and capabilities that will enrich the overall customer experience.

Job Description

Own the ideation, research, definition iteration and creation of complex experiences and features within the CRM application
Translate large scale requirements into logical and actionable building blocks
Effectively create unique personas and user profiles that meet the needs of the evolving end-user
Conduct market research and market results-oriented analysis for major products and services
Review and analyze complex & major product lines and services
Execute on and deliver a strategic set of roadmap priorities that meet target state efforts and embody true product management principles of design, build, test and measure
Make decisions in complex and multi-faceted situations of global market dynamics, trends, and regulatory impact
Oversee risk management to meet deliverables and drive new initiatives
Collaborate and consult with managers, stakeholders, scrum masters, project managers, and delivery team to resolve issues and achieve project goals
Lead projects, teams, or serve as a mentor to junior staff
Required Qualifications:
4+ 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
Desired Qualifications:
3+ years of experience with the Salesforce ecosystem and related products - Sales, Service, Financial Service, Marketing Cloud, etc.
2+ years of experience working with Agile technology development including experience with one or more Agile tools used for tracking user stories or backlogs, such as Confluence or Jira
2+ years of experience in financial services including but not limited to wealth management, asset management and community banking
Experience creating efficiencies and increasing productivity to enable Financial Advisors and Client Associates
Ability to develop partnerships and collaborate with other business and functional areas
Ability to exercise independent judgment and creative problem solving techniques
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of business requirements analysis including: identification of alternative solutions and associated tradeoffs

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.

$87,000.00 - $140,000.00

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.