Senior Lead Trust & Fiduciary Strategist (LO)

Wells Fargo & Company • Dallas, TX

1d

About The Position

Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO). This role involves advising leadership on complex financial planning needs, leading strategy and resolution for these needs in collaboration with clients and partners, and delivering solutions that require vision, creativity, innovation, and advanced analytical thinking. The strategist will provide vision and direction to leadership on implementing large-scale, cross-functional business solutions. They will also collaborate with peers, colleagues, and managers to resolve issues and achieve goals, and interact with internal and external customers, accountants, and attorneys. This position has customer contact and may involve needs assessing and referring customers interested in dwelling secured products to a SAFE team member, assisting customers without taking an application or negotiating terms of a dwelling secured transaction. Individuals in an LO position must meet Loan Originator requirements under Regulation Z.

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

• Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs
• Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners
• Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal or external customers, Accountants and Attorneys

What This Job Offers

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