Wells Fargo

Operations

• Overseeing the financial, operational, and strategic functions of a complex JV partnership.
• Ensuring seamless collaboration between JV stakeholders and the parent company.
• Coordinating and organizing quarterly Board meetings and ad-hoc meetings as needed.
• Preparing and presenting Board materials that communicate JV performance, highlight key issues, and propose actionable resolutions.
• Overseeing all accounting-related functions and providing strategic guidance on audit and tax activities related to the JV structure.
• Leading the development and communication of monthly financial forecasts and Long-Range Plans.
• Partnering with the Portfolio Manager to manage held orders, pre-sold units, and credit line utilization.

Joint Venture Operations & Strategy Manager

Full-stack Engineer

• Own and execute the architecture roadmap for a Strategic Trade Management platform aligned to FINOS CDM-based schemas, enabling robust modeling of trade events, risk states, and valuation flows
• Design and build distributed microservices using Java (Spring Boot, reactive), gRPC, Apache Ignite/Flink/Kafka, Python/FastAPI, and service mesh (Istio/Linkerd), applying FINOS CDM-based data structures to optimize for low latency and high throughput
• Embed agentic AI solutions within platform workflows where they add measurable value—using FINOS CDM-aligned context to automate trade-state transitions, exception management, and operational decision support
• Lead key workstreams in the transformation from monolithic systems to cloud-native architectures, applying domain-driven design and event-driven patterns to deliver scalable, resilient, and auditable services
• Drive non-functional requirements (latency, scalability, resilience, observability, security) for the platform and help operationalize them through modern CI/CD, automated testing, and production readiness standards
• Partner with stakeholders across trading, quant, risk, operations, and compliance to translate business requirements into pragmatic technical designs that meet regulatory and risk standards
• Mentor engineers and tech leads through design reviews, code reviews, and hands-on guidance; establish best practices for secure, observable, and testable services; drive adoption of FINOS CDM-driven architectures and modern distributed-system patterns

Lead Engineer – Capital Markets Technology – FICC Strategic Trade Management

Manager

• Serve as the sales leader of the branch
• Accountable for acquiring, deepening and retaining customer relationships
• Foster an engaged, accountable culture focused on uncovering customer financial needs

Branch Manager

Chief Operating Officer

• Act as a trusted advisor to senior leaders across the COO Data Domain, influencing priorities, roadmaps, and execution decisions tied to data risk
• Interpret data management policy, procedures, regulatory expectations, and partner guidance into practical domain execution
• Execute and mature data governance controls aligned to enterprise requirements, including RCSA, self-assurance activities, and control evidence
• Facilitate and coordinate COO Data Domain issue management activities, including remediation planning and execution for identified data issues
• Coordinate COO Data Domain independent review engagements, including preparation, stakeholder alignment, and response follow‑through
• Drive development, refinement, and ongoing enhancement of governance processes to improve effectiveness and efficiency
• Produce leadership ready materials and socialize outcomes with senior stakeholders across business, risk, compliance, and technology
• Provide experienced guidance to data domain team members, accelerating understanding of requirements and execution expectations
• Represent the COO Data Domain in enterprise data governance forums, contributing execution focused input into standards, controls, and accountability models
• Partner with data stewards, risk, compliance, and technology teams to align governance execution with enterprise data risk priorities

Senior Lead Data Management Analyst – COO DAR

Financial Planning and Analysis

• Lead underwriting process to meet project deliverables, including coordination with multiple stakeholders.
• Leverage solid understanding of secured lending underwriting functional areas, policies, procedures, and compliance requirements.
• Lead the credit underwriting of corporate financial counterparties.
• Present all information in concise and clear format for credit approval.
• Actively engage with credit approvers and other key stakeholders during the credit approval process.
• Champion deals throughout the underwriting deal lifecycle.
• Manage client and internal constituents’ expectations throughout the approval and loan closing process.
• In conjunction with legal counsel, lead the structuring and negotiation of legal documentation.
• Ensure proper risk ratings, oversee compliance and third-party diligence activities including collateral examinations, appraisals, and other business/contract diligence.
• For applicable credits, lead the structuring and completion of the ARS servicer report model in conformity with S&P Trade Receivables Securitization Criteria.
• Collaborate closely with the originations and portfolio teams to ensure steady information flow and smooth transitions.
• Collaborate and consult with underwriting peers, colleagues, and managers to resolve issues and achieve goals.
• Lead secured lending underwriting projects and teams.
• Serve as a mentor to junior teammates.

Supply Chain Finance Underwriting

Software Engineer

• Support test automation and modernization efforts by assisting with building and executing automated test scripts using tools such as Selenium or Playwright
• Assist in performance engineering activities by analyzing how systems handle large volumes of data and user traffic to help identify bottlenecks and areas for improvement
• Support infrastructure and cloud engineering initiatives by working with teams to improve system scalability, reliability, and deployment processes
• Participate in development and support of AI-enabled and Generative AI solutions, including assisting with integrating AI capabilities into existing systems
• Work with Linux-based environments and APIs to support system integration, testing, and troubleshooting activities
• Collaborate with engineering and DevOps teams to support continuous integration and deployment processes
• Assist in monitoring application performance and system health, helping identify issues and support resolution efforts
• Contribute to analyzing system behavior, logs, and metrics to improve reliability, efficiency, and performance
• Support documentation, testing, and validation efforts for new tools, platforms, and automation capabilities
• Collaborate with cross-functional teams to support delivery of scalable and efficient enterprise technology solutions

Engineering Associate – Digital Platform Performance

Data Engineer

• Support infrastructure and cloud engineering initiatives by working with teams to
• Support the development and maintenance of data pipelines used for analytics, reporting, and feature engineering
• Assist with building and testing data pipelines and preparing them for deployment into production environments
• Support data transformation and integration activities, including basic ETL (extract, transform, load) processes
• Contribute to building and validating model feature jobs used for advanced analytics and data science use cases
• Assist in developing and maintaining data validation and data quality processes to ensure accuracy and reliability
• Analyze data and system outputs to identify trends, issues, or opportunities for improvement
• Support data modeling and data integration efforts, including maintaining data environments used for reporting and analytics
• Collaborate with Data Engineers, Data Scientists, and other stakeholders to support data-related initiatives
• Assist in troubleshooting data pipeline issues and support resolution efforts

Engineering Associate – Data Engineering, Analytics

• Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Support the Branch manager in operational tasks and scheduling
• Resolve issues related to daily operations of the teller line, under direction of regional banking management
• Support customers and employees in resolving or escalating concerns or complaints
• Receive guidance from managers and exercise judgment within defined policies and procedures
• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
• Identify information and services to meet customers financial needs
• Motivate a diverse team to achieve full potential and meet established business objectives

Branch Operations Coordinator

Product Manager

• Lead the design and development of agentic product capabilities, including autonomous workflows, decision-making agents, and reusable platform components that drive efficiency and scale across trading desks
• Translate complex business problems into agentic product opportunities by leveraging GenAI, orchestration frameworks, and modular architecture principles, in alignment with strategic objectives and compliance requirements
• Responsible for working with stakeholders to oversee, prioritize, and optimize the Cross Markets Innovation book of work aligned to product area vision and goals, regulatory expectations, and emerging technology trends
• Champion experimentation and iterative development of agentic prototypes, ensuring learnings are captured and inform broader product strategy and roadmap
• Develop and communicate product area vision and strategy, actively managing backlog prioritization and resolving sequencing conflicts across product areas
• Manage engagement and communication related to delivery with CIB stakeholders at senior levels in the Markets division
• Maintain strong partnerships with technology, data science, and business teams, fostering collaboration and ensuring delivery of measurable, compliant solutions
• Stay ahead of industry trends and the evolving regulatory landscape, especially in GenAI and agentic technologies, to inform our innovation strategy and risk management
• Demonstrate Agile product management expertise, with strong communication and stakeholder engagement skills across all levels of the Markets division

Associate, Securities Product Manager

• Lead and supervise risk and the operations of teller functions to deliver exceptional customer service and colleague experience, and ensure timely completion, quality, and compliance in teller functions
• Provide feedback and present ideas for improving customer service and colleague experience, and related performance management process and tools
• Perform operational and customer support tasks
• Provide excellent customer service, engage customers in conversations, and build relationships with them
• Manage the schedule and the daily operations of the teller line
• Make decisions and resolve issues related to daily operations of the teller line, under direction of regional banking management
• Leverage interpretation of applicable regulations, policy and procedure requirements, and audit and escalation procedures
• Support customers and employees in resolving or escalating concerns or complaints
• Collaborate and consult with branch employees, colleagues, and mid-level managers
• Interact directly with customers
• Coach, motivate, and develop a diverse team of direct reports to achieve full potential and meet established business objectives
• Manage allocation of people and financial resources for branch operations
• Mentor and guide talent development of direct reports and assist in hiring talent

Branch Operations Associate Manager

• Act as an advisor to senior leadership to develop or influence strategies, objectives, plans, specifications, resources, and long-term goals for highly complex data platforms and utilities across multiple groups and functions.
• Lead the strategy and resolution of highly complex and unique data product enablement initiatives and challenges requiring in-depth evaluation across multiple areas of the enterprise, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others, while adhering to set data governance and standards.
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant data product solutions that are large-scale cross-functional or companywide strategies.
• Strategically engage with all levels of professionals and managers across the enterprise to ensure data product solutions are built for optimal performance and design analytics applications across multiple platforms and serve as an expert advisor to leadership.
• Provide expert input on new use case intake, prioritization, product roadmap definition, and other critical business processes.
• Create and maintain highly complex data product roadmaps throughout the data product lifecycle with detailed specifications, requirements, and flows for data capabilities.
• Design and maintain innovative data products, enabling data availability for data intelligence, analytics, and reporting.
• Serve as a strategic liaison between data management, product teams, data engineering, and architecture teams throughout the data product lifecycle.

Senior Lead Data Product Management Consultant

• Serve as the sales leader of the branch
• Responsible for acquiring, deepening and retaining customer relationships
• Lead, coach, and develop a team to execute behaviors and improve banker productivity
• Foster a culture focused on uncovering customer financial needs

Branch Manager – Eastern Montana District

• Lead the development and execution of complex digital business plans, programs, projects, and initiatives which have impact across the enterprise
• Drive the development, refinement, and implementation of product & user-based experience strategies
• Make decisions in digital strategy for product/functionality/experience area requiring strong understanding of the business, policies, procedures, and compliance requirements
• Be a key participant in large-scale planning
• Turn product vision and voice of the customer into actionable epics, features, stories, and technical requirements in partnership with design, engineering, and other product partners
• Create test scripts and perform functional and responsive user acceptance testing in support of implemented changes / updates
• Manage and participate in the regular releases of system and software updates
• Actively own the prioritization, refinement, and execution of enhancements and developments within a clearly understood product area
• Identify and build relationships with key partners and stakeholders to communicate product vision, strategies, and priorities while soliciting and incorporating feedback
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant digital business plans, programs, projects, and initiatives which have significant impact
• Strategically engage with all levels of professionals and managers across the enterprise
• Drive delivery excellence at an accelerated pace but never sacrifice Value and Quality for speed
• Interact with internal and external clients to design a digital experience delivered bespoke for each user
• Never lose sight of the centrality of Risk Management for the bank and our clients. Become a trusted partner with Legal, Risk, Compliance, and Control functions.

Lead Digital Product Manager – Capital Markets

• Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.
• Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.
• Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options.
• Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

• Serve as the sales leader of the branch
• Accountable for acquiring, deepening, and retaining customer relationships
• Lead, coach, and develop a team
• Foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions
• Balance growth objectives with operational risk management