Director -CIB, Client Lifecycle Management

About this role:

Wells Fargo is seeking a Director for Client Lifecycle Management (CB & CIB)

Client Lifecycle Management (“CLM”) delivers the end‑to‑end client experience, spanning front‑office Client Delivery for Corporate and Investment Banking (CIB) Clients and Client Lifecycle Middle Office (CLMO) across both Corporate & Investment Banking (CIB) & Commercial Banking (CB). The Head of Client Lifecycle Management, India is the senior-most CLM leader in India, accountable for both:

In this role, you will:

• Manage and develop multiple business functional areas with focus on implementing and delivering long-term strategies, policies, and process advancements for cross-functional stakeholders, and internal and external partners associated with the area of Business Execution or who are affected by its outcomes
• Identify Business Execution opportunities and strategies for process improvement and risk control development over the long-term in order to ensure operational excellence and process efficiency
• Lead Business Execution team for assigned initiatives ensuring solutions are designed, integrated, and controlled to improve effectiveness, limit risk exposure, and create efficiencies as appropriate
• Interpret and develop a range of policies and procedures for long-range and fundamental retooling of perspective, approach, culture, quality, relationships, operations, and capabilities
• Collaborate and influence functional management to obtain resources, influence outcomes, address conflict, and ensure alignment with Wells Fargo strategies or policies and business line objectives
• Manage allocation of people and financial resources for Business Execution
• Develop and guide a culture of talent development to meet business
• Front Office Client Delivery teams (client-facing execution, issue resolution, relationship support), and
• Client Lifecycle Middle Office (CLMO) execution across the four Centers of Excellence (COEs): Client Data, New Business Facilitation, Lifecycle Facilitation, and Process Excellence & Assurance. 

• End‑to‑End Client Lifecycle Leadership

• Serve as the single accountable executive for all Client Lifecycle Management activity in India, inclusive of Front Office Client Delivery and CLMO execution.
• Lead Client Delivery managers, Client Delivery consultants, and CLMO COE leaders within a unified operating model with clear ownership, handoffs, and accountability.
• Ensure India delivery aligns to global CLM design principles and mirrors U.S. execution standards and governance.

• Client Delivery & Client Experience

• Own client‑facing delivery outcomes across Client Delivery teams, including onboarding support, client servicing, issue resolution, and banker enablement.
• Reduce client escalations, complaints, and rework by strengthening execution discipline and integration between Client Delivery and CLMO teams.
• Partner with global Client Delivery leadership to evolve coverage models, capacity planning, and role clarity as client demand and complexity change.

• Operational Excellence & Performance Management

• Maintain end‑to‑end visibility of client lifecycle work from intake through completion, regardless of organizational placement (front office or middle office).
• Establish and manage performance metrics covering volume, throughput, cycle time, quality, and error rates.
• Proactively identify and remove bottlenecks across the lifecycle through simplification and operational improvements.

• Operating Model Integration & Scale

• Lead execution of CLM operating model transformations in India, including alignment of CB and CIB middle office teams under a unified CLMO framework.
• Stabilize execution following organizational or scope changes while improving clarity for front‑office partners.
• Position India as a scalable, strategic delivery engine for CLM globally.

• Risk, Controls & Governance

• Ensure client lifecycle execution in India is audit‑defensible, governed by clear procedures, effective controls, and strong ownership models.
• Partner with risk, control, audit, and procedure management teams to ensure controls remain aligned with execution and business growth.
• Embed strong quality assurance, monitoring, and escalation mechanisms across Client Delivery and CLMO teams.

• Process Simplification & Modernization

• Drive simplification and standardization of client lifecycle processes to reduce complexity, handoffs, and manual effort.
• Sponsor and deliver workflow tooling, digitization, and automation initiatives (including AI‑enabled solutions) that improve efficiency, quality, and scalability without increasing risk.

• Leadership Expectations

• Lead through leaders; build and sustain a strong management bench across India.
• Be the strategic partner to global leaders in building high performing capability in India
• Set clear vision and priorities aligned to Wells Fargo’s enterprise and CLM strategy.
• Balance client experience, operational efficiency, and risk management with disciplined governance.
• Communicate effectively with senior stakeholders, escalating issues proactively with clear options and recommendations.
• objectives and strategy

Required Qualifications:

• 10+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education, financial services, client operations, client delivery, middle office, or related domains.
• 4+ years of management or leadership experience
• Strong track record of operational execution, risk and control management, and audit‑ready delivery.
• Demonstrated ability to lead complex operating models spanning front‑office and middle‑office functions.
• Familiarity with Corporate & Investment Banking client models and/or Commercial Banking and Knowledge of Commercial Banking and Corporate & Investment Banking products.

Desired Qualifications:

• Experience operating in global Centers of Excellence or shared services models.
• Exposure to large‑scale transformation programs involving process simplification, workflow tooling, and automation.

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.