Jobs via eFinancialCareers · 1 week ago
Lead Program Manager, Supply Chain Finance Client Advisory Board - Wells Fargo
Charlotte, NC
Full-time
Hybrid
Senior Level
5+ years expWells 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 central to ensuring the voice of their clients directly informs product strategy, platform design, and delivery priorities.
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
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
Preferred
Experience in Financial Services, Commercial Banking, Supply Chain Finance, or B2B client engagement
Demonstrated ability to synthesize customer feedback into insights and actions
Experience partnering with product, technology, and relationship management teams
Company
Jobs via eFinancialCareers
The space to inspire and grow exceptional careers in financial services and tech.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase