Wells Fargo

Performance Marketing

• Own and evolve early lifecycle (EMOB) engagement strategy to drive activation, card usage, and customer retention
• Translate customer behavior and campaign performance data into targeted messaging and actionable strategies
• Lead end-to-end campaign execution across digital channels, including planning, targeting, creative development, deployment, and optimization
• Identify opportunities to improve engagement through testing, segmentation, and performance insights
• Partner cross-functionally to ensure campaigns are delivered on time, compliant, and aligned to business goals
• Navigate regulatory and compliance requirements while maintaining speed, quality, and risk discipline
• Drive operational improvements by identifying process gaps, inefficiencies, and opportunities to streamline execution
• Prepare and deliver clear, concise recommendations and performance insights to senior stakeholders
• Support campaigns across a diverse portfolio of branded and co-branded credit card products, including new product launches

Customer Engagement Manager – Credit Cards

Consultant

• Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
• Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
• Review strategic approaches and effectiveness of support function and business performance
• Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
• Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
• Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
• Influence, guide and lead less experienced Strategy and Execution staff within the group
• Communicate complex AI concepts and findings to non-technical stakeholder in a clear and understandable manner
• Collaborate with cross functional teams to identify and address AI related challenges and opportunities.

Lead Business Execution Consultant

Manager

• Manage a large book of fixed income portfolios on behalf of High-net-worth clients, trusts, and institutions
• Implement tax sensitive income strategies, with somewhat broad investment authority and act independently within the established VIG (Verification of Investment Guidelines)
• Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
• Communicate the Fixed Income Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community
• Participate in fixed income outreach to internal partners
• Provide on-going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
• Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients

Municipal Fixed Income Portfolio Manager

• Own the prescreen credit strategy framework, including selection rules/waterfalls, cutoffs and segmentation for relevant prescreen populations.
• Lead strategy changes through governance and documentation processes (e.g. risk assessments, approvals, release validation), ensuring appropriate controls and monitoring are in place.
• Maintain clearly defined decision logic and change history to support auditability and operational sustainability.
• Develop business strategies that will drive growth, profitability, and competitive advantage for Wells Fargo
• Establish monitoring routines for campaign outcomes (e.g. approval, booked volume, early performance, losses, engagement behavior) and identify drivers of variance.
• Execute ongoing optimization (e.g. cutoff calibration, segmentation refinement, test/control) to remain within expected performance bounds and risk appetite.
• Define "exit points" and remediation actions (e.g. pausing or adjusting prescreen selection strategy) when performance deviates from expectations.
• Partner with Risk Modeling to implement and maintain modularized score cutoffs and align prescreen decisioning with broader underwriting framework.
• Ensure appropriate performance tracking and governance for score usage, including drift monitoring and cutoff rationale.
• Develop, test, analyze and implement strategies to achieve the financial objective relevant to macro-economic conditions
• Coordinate with Marketing and channel partners on campaign cadence, offer strategy inputs and operational readiness.
• Partner with Technology/Operations on implementation requirements, production validation and issue resolution using established release practices.
• Manage third-party/channel considerations as applicable and ensure alignment to standard third-party risk processes.
• Ensure alignment between strategy, regulatory and internal policy requirements.
• Work closely with cross functional team (Tech, Product, Risk, Operations) to drive impact on a given product, problem, or initiative
• Ensure strategies adhere to applicable legal/regulatory requirements and internal policies (e.g. prescreen and solicitation requirements, model governance, fair lending considerations, and documentation standards).
• Support ongoing reviews by providing transparent artifacts (strategy documentation, monitoring results, and change rationale) suitable for independent challenge.

Lead Analytics Consultant – Business Credit Card, Originations Prescreen Credit Strategy

Financial Planning and Analysis

• Partner with Commercial Banking to lead the sourcing of new open account product (Supplier Finance, Key Account Purchase, Factoring, Asset Based Lending and A/R Securitization) clients or growing of existing relationships in close coordination with coverage teams
• Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
• Partner with client teams to independently work on client transactions and advise on peer transactions, including highly complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert product advisor to Supply Chain and Channel Solutions leadership as well as business partners from CB
• Partner with product functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
• Serve as a mentor for less experienced individuals

Director – Supply Chain Finance Originations

Designer

• Lead end-to-end design for moderately complex experiences—from concept to launch—shaping both interaction patterns and content in a single workflow.
• Translate business and user needs into cohesive journeys while ensuring consistency across flows and touchpoints.
• Apply emerging AI enhanced workflows to accelerate ideation, execution, and quality of design output.
• Collaborate closely with product, engineering, research, and specialists (like accessibility, brand, and legal) to deliver compliant, high-quality work.
• Build deeper expertise in your craft emphasis, stay current on best practices, and share learnings to improve team outcomes.

Senior Integrated Designer

Support Engineer

• Participate in gathering and summarizing prospect information for Treasury Management consultants
• Identify opportunities for process improvements within scope of responsibilities or functional area
• Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
• Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers

Treasury Management Support Analyst

Product Manager

• Lead the development and execution of complex digital business plans, programs and initiatives which have impact across the enterprise with broad impact
• Act as key participant in large-scale planning
• Review and analyze complex digital strategy for product/functionality/experience area
• Influence digital strategy for the business line requiring in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Deliver solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking.
• Make decisions in digital strategy for product/functionality/experience area requiring strong understanding of the business, policies, procedures and/or compliance requirements
• Serve as an expert advisor to leadership in any of the following areas: access and authorization, document collaboration and communication, and front-end enablers
• Strategically collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals
• Potentially lead projects, teams or serve as a peer mentor

Lead Digital Product Manager

ServiceNow

• Lead moderately complex initiatives and deliverables within technical domain environments
• Contribute to large scale planning of strategies
• Design, code, test, debug, and document for projects and programs associated with technology domain, including upgrades and deployments
• Review moderately complex technical challenges that require an in-depth evaluation of technologies and procedures
• Resolve moderately complex issues and lead a team to meet existing client needs or potential new clients needs while leveraging solid understanding of the function, policies, procedures, or compliance requirements
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve technical challenges and achieve goals
• Lead projects and act as an escalation point, provide guidance and direction to less experienced staff

Senior Software Engineer – ServiceNow

• Lead, manage and develop a team of branch managers to ensure an exceptional customer and team experience, manage risk, and support growth across multiple branch locations
• Identify and recommend process improvement opportunities to partners by ensuring that colleagues are aligned with applicable regulations, policy and procedure requirements, operational expectations, audit, and escalation processes
• Determine appropriate strategies and actions of the regional banking team to meet the regional branch objectives
• Interpret and deploy branch performance objectives, and lead transformational changes in the region
• Collaborate with partners, peers, and other leaders to understand the trends in the business and execute strategies in alignment with internal goals while managing risk
• Manage allocation of people and financial resources for Regional Banking
• Develop and guide a culture of talent development to meet business objectives and strategy

Senior District Manager

• Supervise a team of Client Associates in transactional tasks and processes to ensure timely completion, quality, and compliance
• Identify opportunities for process improvement and risk control development in less complex functional areas
• Make day to day supervisory decisions and resolve issues related to team supervision, work allocation, and daily operations
• Leverage interpretation of policies, procedures, and compliance requirements
• Collaborate with the Market Support Manager, peers, colleagues, and mid-level managers as well as interact directly with external customers
• Manage allocation of people and financial resources for Brokerage Support
• Mentor and guide talent development of direct reports and assist in hiring talent
• Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
• Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology
• Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
• Support firm goals to drive adoption around key Client Relationship Group (CRG) ease of doing business initiatives across the market

Branch Support Manager

Data Engineer

• Define the multi-year technical strategy for the process intelligence data platform, aligning platform capabilities with enterprise priorities in process mining, compliance, AI governance, and operational efficiency
• Lead the design and build of a scalable, multi-layered data architecture encompassing storage, semantic and relationship modeling, and AI-ready data layers on cloud infrastructure
• Design and deliver enterprise data lineage capabilities that trace data from source systems through transformation to consumption, and build automated data catalog generation to enable discoverability, impact analysis, and regulatory transparency
• Define and deliver governed data serving APIs that provide secure, performant, and well-documented access to curated datasets, knowledge graph queries, and AI-ready features for downstream consumers (analytics, AI/ML models, compliance tools)
• Define and deliver reusable platform services for state management, task orchestration, checkpointing, event logging, tool invocation traces, replay, evaluation datasets, and human-in-the-loop controls to support reliable production AI workflows
• Drive the technical integration of diverse operational data domains—including work execution data, process and procedure knowledge, workflow and operational systems, and AI agent observability data—into a unified, interconnected data model
• Recruit, develop, and lead a team of data engineers, knowledge graph engineers, ML engineers, and platform engineers; establish engineering standards, delivery practices, and a culture of technical excellence
• Collaborate with Process Intelligence leadership, Risk, Compliance, Operations, and AI Governance stakeholders to define data requirements, access models, and platform SLAs
• Establish data governance frameworks including curated ingestion, validation, end-to-end lineage tracking, access controls, and data quality monitoring to ensure the platform is a trusted, enterprise-approved data source
• Drive cloud-native architecture decisions on GCP and ensure cost-effective, scalable, and secure platform operations
• Ensure the platform provides high-quality, contextualized data that supports knowledge discovery, semantic search, entity extraction, process mining, and GenAI applications

Technical Director – Process Intelligence Data Platform

AI Engineer

• Partner deeply with the business organization to understand their data, workflows, operator behavior, and where AI can drive measurable improvement in throughput, quality, and customer outcomes.
• Architect and lead the development of foundational and agentic AI capabilities for the partner domain—applying modern modeling techniques, retrieval-augmented architectures, and agentic patterns at enterprise scale.
• Design long-running and multi-step agents that reason over rich enterprise context to deliver measurable business outcomes within a regulated environment.
• Build for production from day one —model evaluation harnesses, drift detection, monitoring, and deterministic deployment patterns that meet the bank's Model Risk Management and AI governance bar.
• Operate across the data and modeling application boundary —deploying models into the modeling environment while consuming data and context from the regulated data platform, in close coordination with the platform team.
• Influence architecture across two organizations —serving as the senior AI voice in the partner team's technical forums and as the domain voice in Cognitive AI Solutions architectural discussions.
• Mentor and uplevel engineers in both organizations on agentic AI, foundational modeling, and applied AI engineering practices.
• Translate technical progress into executive narrative —supporting demos and presentations to senior leadership and partner stakeholders.

Principal Applied AI Engineer

Security Engineer

• Manage and develop a geographically dispersed team of highly specialized individual contributors as they perform application penetration test assessments against a wide variety of technology systems and critical third parties
• Evolve offensive capabilities in line with threats, cyber threat intelligence and the technology strategy.
• Make decisions and resolve issues regarding changes to information security policy, standards, and procedures as needed for systems, applications, and tools
• Set guidelines for compliance and risk management requirements for supported area and work with other stakeholders to implement key risk initiatives
• Oversee resource allocations to ensure commitments align with strategic objectives
• Advise more experienced leadership or executive management on issues with high, critical impact on the company
• Represent the organization to regulators, industry groups and governmental agencies
• Manage, hire, and develop specialized application security penetration testers across platforms.

Senior Application Penetration Testing Manager

Full-stack Engineer

• Lead complex initiatives on selected domains
• Ensure systems are monitored to increase operational efficiency and managed to mitigate risk
• Define opportunities to maximize resource utilization and improve processes while reducing cost
• Lead, design, develop, test and implement applications and system components, tools and utilities, models, simulation, and analytics to manage complex business functions using sophisticated technologies
• Resolve coding, testing and escalated platform issues of a technically challenging nature
• Lead team to ensure compliance and risk management requirements for supported area are met and work with other stakeholders to implement key risk initiatives
• Mentor less experienced software engineers
• Collaborate and influence all levels of professionals including managers
• Lead team to achieve objectives
• Partner with production support and platform engineering teams effectively
• Design, develop, and deploy AI applications using Enterprise APIs, LLM's, agent frameworks, and other related technologies
• Stay up to date with the latest advancements in AI, LLM second agentic frameworks and apply this knowledge to improve existing systems and develop new ones