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Wells Fargo · 10 hours ago

Lead Program Manager, Supply Chain Finance Client Advisory Board

IRVING, TX

Full-time

Hybrid

Senior Level

5+ years exp

Wells Fargo is seeking a strategic and customer-obsessed Program Manager to design, launch, and lead a new Client Advisory Board in support of building their next generation Supply Chain Finance platform. This role is essential for ensuring that client feedback directly informs product strategy and platform design, while also managing the logistics and governance of the advisory program.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Stand Up and Own the Client Advisory Board Program

Design and launch a comprehensive CAB strategy—including charter, governance, membership model, cadence, and engagement mechanics

Define clear goals, success metrics, and operating rhythms that drive consistent value for both clients and internal stakeholders

Drive Actionable Customer Insight Generation

Plan, facilitate, and execute CAB sessions, workshops, and listening forums to surface insights that meaningfully shape product direction

Synthesize qualitative and quantitative feedback to distill themes, identify opportunities, and recommend strategic actions

Strengthen Client Engagement and Advocacy

Build strong, trust based relationships with priority clients and partners; become a strategic connector between their needs and our product vision

Partner with Relationship Managers to ensure clients are informed, engaged, and see value as active contributors to the platform’s evolution

Enable Product Strategy & Roadmap Decisions

Translate CAB insights into actionable recommendations for the Product Management team

Maintain a structured insights repository and “feedback-to-action” loop to ensure client input is visible, measurable, and embedded in decision making

Deliver Operational Excellence

Manage end to end logistics for CAB programming, including content development, pre reads, post session communications, and follow ups

Coordinate with Marketing, Events, and Communications teams to ensure a premium advisory experience

Champion Risk, Compliance & Governance

Ensure all CAB processes comply with Wells Fargo policies, including data privacy, client communications, and advisory activities

Maintain transparent documentation and governance in alignment with regulatory expectations

Qualification

Program ManagementCustomer InsightsClient EngagementStrategic PlanningGovernance StructuresStakeholder ManagementFinancial Services ExperienceB2B Client EngagementFacilitation SkillsCommunication SkillsRelationship BuildingCross-Functional Collaboration

Required

5+ 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

5+ years of experience in program management, customer insights, client engagement, consulting, product management, or related fields

Experience designing or operating large-scale programs, governance structures, or cross-functional initiatives

Strong facilitation experience with senior external and internal audiences

Exceptional communication, relationship building, and stakeholder management skills