Fiduciary Director

Wells Fargo•Philadelphia, PA

7d•$185,000 - $300,000

About The Position

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. 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. BL&T further provides 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. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. 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 Director to oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and associates located in our Northeast offices, with responsibility for managing the firm’s trust and agency account administration for high-net worth and ultra-high net worth clients of Wells Fargo Wealth and Investment Management... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Manage and develop trust centers, associated support, and specialty teams within Information, Management and Technology in roles with focus on delivering moderate complexity and risk Engage and influence stakeholders, internal partners and peers associated with the Information, Management and Technology functions or affected by its outcome Provide leadership and mentoring the professional development of information, Management and Technology team Identify opportunities and strategies for process improvement and risk control development within Fiduciary Management team Ensure the delivery of exceptional customer service, effectively resolve escalated problems or issues Oversee conduct and management responses to internal audits, risk assessments, regulatory reviews as well as management and maintenance of effective systems to ensure satisfactory audit and serviced standards are met Lead Fiduciary Management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk Collaborate and influence all levels of professionals including managers as well as interact directly with external customers Lead team to achieve objectives Manage allocation of people and financial resources for Fiduciary Products Group Develop and guide a culture of talent development to meet business objectives and strategy

Requirements

8+ years of Fiduciary Products 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
Knowledge and understanding of trust, trust administration, fiduciary law, and federal regulations/operations
Leadership experience with ability to effectively manage and engage teams
Strong communication skills and the ability to operate autonomously in a high-pressure environment

Responsibilities

Manage and develop trust centers, associated support, and specialty teams within Information, Management and Technology in roles with focus on delivering moderate complexity and risk
Engage and influence stakeholders, internal partners and peers associated with the Information, Management and Technology functions or affected by its outcome
Provide leadership and mentoring the professional development of information, Management and Technology team
Identify opportunities and strategies for process improvement and risk control development within Fiduciary Management team
Ensure the delivery of exceptional customer service, effectively resolve escalated problems or issues
Oversee conduct and management responses to internal audits, risk assessments, regulatory reviews as well as management and maintenance of effective systems to ensure satisfactory audit and serviced standards are met
Lead Fiduciary Management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables
Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
Collaborate and influence all levels of professionals including managers as well as interact directly with external customers
Lead team to achieve objectives
Manage allocation of people and financial resources for Fiduciary Products Group
Develop and guide a culture of talent development to meet business objectives and strategy