Senior Lead Product Designer - Salesforce CRM Tools

Wells Fargo is seeking a Senior Lead Designer to join the User Centered Design Team within the Advisor Platforms Product Management organization to lead the end-to-end user experience of our Salesforce Client Relationship Management product suite within our advisor platforms.

The Advisor Platforms Product Management group leads the strategy, design, and prioritization of a full suite of digital advisor tools that enable growth across WIM’s full-service and independent advisor channels. The team works in close collaboration with leadership, stakeholders and the user community across all Wealth & Investment Management product verticals and 3rd Party FinTech to craft a seamless experience for Financial Advisors and Client Associates. Learn more about the career areas and lines of business at wellsfargojobs.com.

 
In this role, you will:

• Lead the design, strategy, and implementation of digital product design experiences within the Customer Relationship Management (CRM) suite of applications on our advisor platforms

• Perform discovery, iterative design, testing, and outcome measurement to define core product offerings with innovative UX/UI design that leverages Salesforce platform technologies

• Craft end-to-end user journeys that seamlessly integrate CRM capabilities throughout the platform

• Partner with various stakeholders to drive value, growth, and optimize delivery by employing best practices in user centered design and agile development

• Provide vision, direction, and expertise to senior leadership through compelling design communication

• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to ensure the user experience is a key part of the product offering

 
Required Qualifications:

• 7+ years of web application and/or enterprise design experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

•  5+ years' experience designing experiences for enterprise platforms that includes customer relationship management

•  2+ years' experience leading design on complex initiatives for large-scale, multi-user platforms

• Experience with current Salesforce platform technologies.

• Experience with Lightning Design System

• Figma expertise, including working with design systems and prototyping

• Demonstrated information architecture ability expressing complex data into dashboard summaries with actionable insights.

• Data Visualization is a big plus

• Ability to incorporate AI technologies in design solutions

• Experience working independently with stakeholders across all disciplines leading design from concept to completion

• Wealth Management or Fintech experience

Job Expectations:

• This position offers a hybrid work schedule

• This position is not eligible for Visa sponsorship

• Specific compliance policies may apply regarding outside activities and/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.

Work Locations:

• 150 E 42nd Street - NY, NY 10017

• 2801 Market Street - St. Louis, MO 63103

• 550 South Tryon Street - Charlotte, NC 28202

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.

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

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.