Fiduciary Advisory Director

Wells Fargo•Palm Beach, FL

3d•$215,000 - $355,000

About The Position

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. Provides support to WIM in providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. BL&T further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: • Personal trust services. • Estate services. • Philanthropic services. • Closely held asset management. • Real estate and loan asset management. • Oil, gas and mineral management. • Legacy trust services. • Special needs trust services. • Managed Individual Retirement Accounts (IRA) About this role: Wells Fargo is seeking a Fiduciary Advisory Director... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Manage a national team of fiduciary strategists focused on partnering with Wells Fargo Financial Advisors to provide fiduciary advisory services to clients, prospects and centers of influence, including the development of new trust, estate and philanthropic business for the firm Manage overall performance of the Fiduciary Strategy team, including oversight of new business pipelines, client acquisition and onboarding Oversee the development of Wells Fargo’s fiduciary services marketing, outreach and thought leadership programs, in conjunction with firmwide marketing and communications resources Manage risk associated with the marketing and onboarding of fiduciary services business, including development and oversight of adequate due diligence activities related to pricing, Know Your Customer and business acceptance Collaborate with and influence all levels of Wealth and Investment Management professionals, including senior leadership Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives of Wealth and Investment Management Develop and guide a culture of talent development to meet business objectives and strategy

Requirements

8+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience

Nice To Haves

A BS/BA degree or higher
A Juris Doctor (JD) degree
CTFA or similar industry designation
Extensive experience in trusts and estates and/or corporate fiduciary experience
Leadership experience with ability to effectively manage and engage teams
Strong communication skills and the ability to operate autonomously in a high-pressure environment
Experience leading a team of trust professionals that will be responsible for supporting new business generation within the HNW/UHNW space

Responsibilities

Manage a national team of fiduciary strategists focused on partnering with Wells Fargo Financial Advisors to provide fiduciary advisory services to clients, prospects and centers of influence, including the development of new trust, estate and philanthropic business for the firm
Manage overall performance of the Fiduciary Strategy team, including oversight of new business pipelines, client acquisition and onboarding
Oversee the development of Wells Fargo’s fiduciary services marketing, outreach and thought leadership programs, in conjunction with firmwide marketing and communications resources
Manage risk associated with the marketing and onboarding of fiduciary services business, including development and oversight of adequate due diligence activities related to pricing, Know Your Customer and business acceptance
Collaborate with and influence all levels of Wealth and Investment Management professionals, including senior leadership
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives of Wealth and Investment Management
Develop and guide a culture of talent development to meet business objectives and strategy