Senior Lead Fiduciary Specialist - Estate Services

Wells Fargo & Company • San Antonio, TX

3d

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. 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 Senior Lead Fiduciary Specialist... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Lead a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts Lead the strategy and resolution to administer a book of highly complex fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable laws Engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework Maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts Proactively identify and recommend opportunities for process improvement and control development Provide enterprise-level fiduciary expertise and strategic leadership, oversee the interpretation of highly complex governing instruments, and ensure firm-wide adherence to fiduciary principles and prudent investing standards Serve as an escalation point for team members regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions Act as an advisor and lead team to achieve business objectives and drive execution; participate actively in Wells Fargo Trust's training and mentorship programs Participate in marketing and development initiatives, including building connectivity with centers of influence Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions

Requirements

• 7+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education

Nice To Haves

• J.D., CTFA or CFP
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• Demonstrate a high level of organizational skills, including time and priority management
• Collaborate effectively with relationship team members, client’s advisors and other colleagues
• Solutions-oriented and able to operate within a diverse, fast-paced environment
• Strong conflict resolution skills
• Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients

Responsibilities

• Lead a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts
• Lead the strategy and resolution to administer a book of highly complex fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable laws
• Engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework
• Maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts
• Proactively identify and recommend opportunities for process improvement and control development
• Provide enterprise-level fiduciary expertise and strategic leadership, oversee the interpretation of highly complex governing instruments, and ensure firm-wide adherence to fiduciary principles and prudent investing standards
• Serve as an escalation point for team members regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions
• Act as an advisor and lead team to achieve business objectives and drive execution; participate actively in Wells Fargo Trust's training and mentorship programs
• Participate in marketing and development initiatives, including building connectivity with centers of influence
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed