Head of Product Portfolio & Risk Management, Wealth & Investment Management Chief Product Office
Confidential
Head of Product Portfolio & Risk Management, Wealth & Investment Management Chief Product Office
About the Company
Successful multinational financial services company
Industry
Financial Services
Type
Public Company
Founded
1852
Employees
10,001+
Categories
- Financial Services
- Banking & Mortgages
- Asset Management
- Insurance
- Investment Banking
- Investment Management
- Consulting & Professional Services
- Bachelor's Degree Programs
- Banking
- Banking Services
- Banks and Institutions
- Business
- Charlotte
- Customer Service
- Desserts
- Economics
- Finance
- Home Page
- Investing
- Log in
- North Carolina
- Sign in
- Sign on
- View Accounts
- Wellsfargo.com
- Business Development
- FinTech
- Payments
Specialties
- business banking
- wholesale banking
- mortgage
- consumer finance
- and commercial finance
Business Classifications
- B2B
- B2C
About the Role
The Company is in search of a Head of Product Portfolio and Risk Management for its Wealth and Investment Management Chief Product Office. This senior leadership role is pivotal in establishing and leading an integrated team that supports product portfolio and risk management functions. The successful candidate will be responsible for portfolio governance, investment planning, and prioritization, as well as ensuring operating routines, business controls, audit readiness, and product risk governance are in place. The role demands a strategic advisor who can drive organizational effectiveness, investment decisions, and cross-functional alignment. Key responsibilities include portfolio health and execution oversight, investment planning and prioritization, product risk, governance, and controls, operational simplification, and AI enablement. Applicants must have a minimum of 10 years' of risk management, business controls, or compliance experience, with at least 4 years' in a management or leadership role. Desired qualifications include experience in product portfolio management, governance, strategy, and operations within a large, complex organization. The ideal candidate will have a proven track record in influencing senior executives, leading organizational transformation, and leveraging data and AI capabilities to enhance decision-making. A background in wealth management, banking, financial services, or FinTech is preferred. The role requires a leader who can foster a culture of accountability, continuous improvement, and collaboration, and who is adept at building and developing high-performing teams.
Hiring Manager Title
Chief Product Officer
Functions
- Product Management
- ...The Head of Product, Portfolio Management leads the vision, strategy, and roadmap for Vanguard... ..., custody integration, investment servicing, and managed... ...evolving needs of Vanguard's wealth and investment businesses.... ...portfolios to balance growth, risk management, operational...SuggestedFull time
- ...Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...sophisticated investment solutions to High Net... ...outcomes, ensure strong risk management practices,... ...financial advisors, trust officers, and other... ...in a dwelling secured product to a SAFE team member...Work at officeFull timeWork experience placement
$104k - $145k
Wealth Product ManagerThe Director, Managed Accounts Product Manager is responsible for managing... ...Standards: Manage risk by aligning product/service... ...+ years experience as an investment or wealth Product ManagerDeep... ...in a collaborative in-office environment where teams work...Work at officeFull time- Corporate & Investment Bank (CIB) delivers a comprehensive... ...with the means to manage their exposure through... ...derivatives, lending and cash products across Structured... ...Technology, Legal, Compliance, Risk, and Control to ensure... ...with front office, market structure, and...Work at officeFull timeContract workWork experience placement
- ...Business owner of a product, system or... ...application of the Truist Wealth platform including... ...and project management effort to drive the... ...operational efficiency, risk management, client... ...such as Microsoft Office products Ability... ...holistic banking/investment platforms, products...Work at officeFull timePart timeShift workDay shift
- ...Opportunity?The Senior Manager, US Cross Entity Product Risk Management serves... ...Operational Risk office, responsible for enhancing... ...Bank (Georgia), US Wealth Management) and... ...reporting on the portfolio of new business... ...Performance Management, Investment Banking Analysis,...Work at officeFull timeFlexible hours
$143.32k - $273.93k
...security through highly competitive products, exceptional service and... ...are seeking a Product Management Director - Deposits for our Bank... ...within a 60-mile radius of a USAA office will be expected to work on-... ...Legal, Compliance, and Risk Management) to ensure product...Work at officeFull timeH1bRemote workHome office- Wealth & Investment Management (WIM) is one of the United States' leading... ..., and retirement products and services to help... ...products, pricing, and portfolio performance. You... ...identify opportunities, risks, and actions to... ...least 3 days in the office and 2 days remoteAbility...Work at officeFull timeWork experience placementFree visa
- Corporate & Investment Bank (CIB) delivers a comprehensive... ...asset-based lending products. Supporting the... ...funding, collateral management, and ongoing... ...deal lifecycle.Manage portfolio operations, including... ...Legal, Compliance, Risk, and Middle Office teams to support transaction...Work at officeFull timeWork experience placement
$143.32k - $273.93k
...through highly competitive products, exceptional service... ...a dedicated Product Management Director, you will... ...sales performance for a portfolio of bank products across... ...business objectives, risk appetite, and regulatory... ...: San Antonio Home Office II/III; Phoenix Campus...Full timeH1bRemote workHome office- ...Vice President, Wealth Management Alternative Investments Attorney About the Company Profitable broker &... ...on alternative investments, complex products, and digital assets. The successful... ...diligence, onboarding, research, and risk management. The ideal candidate...
$150k - $206.3k
...trillion in assets under management, administration and... ...Threadneedle Investments and RiverSource Insurance... ...leading the centralized risk team for Wealth Management Solutions,... ..., including product, business review, risk... ...CPT, F-1 OPT, TN).In-Office CollaborationWe are a...Work at officeFull timeContract workH1bWork from homeVisa sponsorship1 day per week- ...is committed to an in-office culture that supports... ...to and monitors loan portfolios of custom mortgage... ...banking relationship managers in providing custom mortgage... ...clients of Global Wealth and Investment Management (GWIM),... ...candidate can analyze risks, identify mitigants,...Work at officeFlexible hoursShift workDay shift
$131k - $180.1k
...trillion in assets under management, administration... ...Threadneedle Investments and RiverSource Insurance... ...Director, Product Management, Deposit... ...across banking and wealth management.Key ResponsibilitiesDevelop... ..., marketing, risk, compliance, and... ..., F-1 OPT, TN).In-Office CollaborationWe...Work at officeFull timeH1bWork from homeVisa sponsorship1 day per week$145k - $225k
...expectations. As a result, GTB product teams must... ...solutions, strengthen risk and control practices,... ...Purpose: The Product Manager, Domestic Payments Product... ...Financial, Pricing, and Portfolio ManagementMonitor... ...our strong, diversified investment bank. Together, we are...Full timeLocal areaWork from homeFlexible hours- Product Manager, AlternativesWill develop, structure, position... ...implement alternative investment strategies intended to... ...within a DC portfolio context.Ensures all products... ...and align with TIAA's risk management and governance... ...in a collaborative in-office environment where...Work at officeFull time
$91k - $185.9k
...’s success. As a Lead Product Owner within PNC's MarTec... ...Customer Interaction Management (CIM) capabilities... ...role owns a meaningful portfolio of CIM platform capabilities... ..., customer impact, risk, effort, and... ...feedback loops.PNC is an in-office company that fosters a...Work at officeFull timeTemporary workPart timeWork experience placementImmediate start- ...Financial Advisor within PNC Wealth Management, you will be based in... ...meet their savings, investing and retirement goals.... ...future.PNC is an in-office company that fosters a... ...experience. Applies product and procedural knowledge... ...solutions.Managing Risk - Assessing and effectively...Work at officeFull timeTemporary workPart timeWork experience placement
- ...DescriptionProSidian is a Management and Operations... ...broad spectrum of Risk Management,... ...Manages a business portfolio based on strategically... ...service product packaging, proposal... ...including Microsoft Office. The ideal candidate... ...HIGHLIGHTSAt ProSidian, we invest in our employees...Work at officeContract workFor contractorsLocal areaFlexible hoursShift work
$157k - $230k
...is committed to an in-office culture that supports... ...-level Senior Product Manager to join the team responsible... ...Security, Risk, Operations, and Client... ...influence strategic investments, roadmaps, and technical... ...security-related product portfolios, including vendor relationships...Work at officeFull timeFlexible hoursWeekend workDay shift- Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team... ...Position Title: Commercial Credit Underwriting Portfolio Manager Team LeaderBusiness Unit: CreditReports... ...and execute credit underwriting risk strategies while ensuring compliance with...Work at officeFull time
- Overview:Personal Wealth is transforming... ...and wealth management solutions—ranging... ..., and family office services. Serving... ..., low-cost investing expertise, and... ...confidence. The portfolio includes Vanguard... ...opportunities and risks as Vanguard... ...partner closely with product, operations,...Work at officeFull time
$140k - $155k
...help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you'll work directly with... ...partnering closely with the Chief Investment Officer, Portfolio Management,... ...Research, Wealth Planning, Product, Marketing, and Financial Advisors...Work at officeFull timeFlexible hours- ...Financial AdvisorMerrill Wealth Management is a leading provider... ...management and investment products and services for individuals... ...committed to an in-office culture that supports... ...client goals and risk profiles are aligned... ...through the development of portfolio analysisDevelops...Work at officeWork from homeDay shift
$98k - $162.5k
...committed to an in-office culture with specific... ...independently managing transactions or portfolios of moderate to high... ...analysis, evaluating risks, and writing financial... .... The Global Wealth Investment Management-Sr Credit... ...complex, custom loan products (marketable securities...Work at officeFull timeBank staffDay shift$114.08k - $218.03k
...security through highly competitive products, exceptional service and... ...are seeking a Product Management Manager - Deposits for our Bank... ...within a 60-mile radius of a USAA office will be expected to work on-... ...Legal, Compliance, and Risk Management) to ensure product...Work at officeFull timeH1bRemote workHome office$89k - $175k
...committed to an in-office culture that... ...responsible for performing risk assessment and... ...recommendations, and monitoring portfolio performance.The... ...with strategic wealth clients. This role... ...growth while also managing a portfolio of... ..., custom loan products, including marketable...Work at officeFull timeFlexible hoursDay shift- Corporate & Investment Banking (“CIB”) delivers a comprehensive suite... ..., banking, and financial products and services. A trusted partner... ...Fargo is seeking a Lead CIB Portfolio Manager to join the Portfolio... ...Industry Coverage Bankers, and Risk Management to oversee the execution...Ongoing contractWork experience placementImmediate start
- ...brand, business, product, marketing, commerce... ...opportunity portfolio, a fundable business... ...clientsThe WorkAs a Senior Manager, Customer Growth... ..., and technology investments to create... ...banking, payments, wealth management, insurance... ...limited to the specific office location, role,...Work at officeFull timeLive inLocal area
- Overview:Personal Wealth is transforming... ...and wealth management solutions—ranging... ..., and family office services. Serving... ..., low-cost investing expertise, and... ...oversees a complex portfolio that includes equity... ...capabilities; product and platform... ...are seeking a Risk Director to provide...Work at officeFull time
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