Executive Director, Client Management Salesforce CRM Greater Charlotte, NC Area + 2 more

The Company is seeking an executive-level product leader to guide client management capabilities and deliver integrated experiences for advisors and client associates. Responsibilities include defining product vision and requirements, setting and prioritizing the roadmap, leading delivery, and managing adoption and ongoing performance. The role partners with technology, risk, operations, and business teams to translate needs into delivery plans and measurable outcomes. It also oversees governance and compliance reviews, manages risks and dependencies, and supports onboarding, training, and change readiness. Candidates must have at least seven years of experience in product management, product development, strategic planning, process management, change delivery, or agile product ownership. Desired qualifications include experience with CRM and enterprise platforms, Salesforce-based products, financial services, and wealth management workflows. Strong vendor management, executive communication, stakeholder influence, and experience navigating regulatory and risk requirements are important. Familiarity with Agile delivery methods and tools, along with the ability to manage competing priorities and lead complex cross-functional initiatives, is also valued.

Hiring Company

Wells Fargo