Senior Lead Fiduciary Strategist (LO)

Wells Fargo•New York, NY

50d

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. 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 Advisory Specialist (LO) Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning Meet or exceed annual business development objectives for the market Act as key participant in large scale planning for Fiduciary Advisory Review and analyze complex trust structures and deliver proper recommendations Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal and external customers Interact with Accountants and Attorneys This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Requirements

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

Nice To Haves

In depth trust and estate planning experience focused on the HNW/UNHW space in a client-facing capacity
Extensive knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and taxation
Solid knowledge and understanding of fiduciary law and federal regulations
Experience with family dynamics or working with inter-generational families
One or more of the following credentials highly desired: Juris Doctor (JD) degree, CTFA ,CPA, or CFP designations
Excellent verbal, written, and interpersonal communication skills
Strong presentation skills

Responsibilities

Lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning
Meet or exceed annual business development objectives for the market
Act as key participant in large scale planning for Fiduciary Advisory
Review and analyze complex trust structures and deliver proper recommendations
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal and external customers
Interact with Accountants and Attorneys