Executive Director, Onboarding & Servicing Lead

Wells Fargo & Company•Charlotte, NC

4d•$139,000 - $217,000•Onsite

About The Position

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. The Chief Operating Office (COO) supports the business by delivering platforms, processes and systems across a wide range of disciplines. This includes LOB business management, business solutions & enablement, client lifecycle management, data management, strategy & transformation, and innovation. About this Role: Wells Fargo is seeking an Onboarding & Servicing Lead to provide execution leadership across the Wholesale Onboarding, Servicing, and Document Management platforms as part of the Client Lifecycle Management (CLM) Program within the Commercial Banking (CB) and Corporate Investment Bank (CIB). This role is critical to scaling Wholesale Onboarding and Servicing as a cohesive platform amid growing regulatory complexity and AI enablement. Learn more about the career areas and lines of business at wellsfargojobs.com.

Requirements

7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years Management or leadership experience
This role is not eligible for VISA sponsorship
Ability to travel as needed
Willingness to work on-site in accordance with current office requirements
Ability to work additional hours as needed
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Information will be shared about expectations during the recruitment process.

Nice To Haves

Experience with client Onboarding, Sales & Servicing, Document Management, and Business Process Orchestration platforms
Proven delivery of complex, multi‑product onboarding and servicing journeys in highly regulated environments
Strong understanding of KYC, regulatory controls, and GPL/Markets/Lending product journeys
Demonstrated ability to lead execution across multiple teams and stakeholder groups
Advanced risk, dependency, and escalation management skills
Strong communication and influence skills with senior business and technology leaders
Ability to operate effectively in fast‑paced, highly regulated environments
Experience incorporating AI capabilities as part of product solutions

Responsibilities

Own end‑to‑end product management execution across Wholesale Onboarding, Servicing, and Document Management platforms, aligned to business priorities, regulatory expectations, and enterprise standards in partnership with Digital Product Management
Lead product management execution of Wholesale Servicing AI‑enabled platform, including AI‑driven intake, routing, orchestration, and automation
Lead delivery of complex, workflow‑driven initiatives across sales and servicing spanning multiple Lines of Business
Engage in cross‑LOB prioritization, dependency management, and sequencing across concurrent initiatives
Enforce platform standards, patterns, and guardrails to ensure scalability, consistency, and control
Ensure enterprise‑grade controls, transparency, and traceability across end‑to‑end customer journeys
Identify and resolve execution risks and delivery bottlenecks; act as the senior escalation point for platform execution issues
Apply Agile and enterprise delivery practices to drive execution discipline and transparency
Lead and mentor Lead and Feature Product Owners across platforms and Lines of Business
Develop executive‑ready materials, status reporting, and decision support for senior leadership forums
Accountable for platform‑level execution, maturity, and outcomes across Onboarding, Servicing, and Document Management
Make portfolio‑level trade‑offs across customer experience, AI enablement, scalability, and controls
Lead multiple Product Owners and drives consistent delivery discipline across initiatives