Senior Lead Trust & Fiduciary Strategist (LO)

Wells Fargo•Denver, CO

11d•$175,000 - $279,000•Onsite

About The Position

Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO). In this role, you will advise leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex financial planning needs. You will lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners, delivering solutions that require vision, creativity, innovation, and advanced analytical and inductive thinking. You will provide vision, direction, and expertise to leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or company-wide strategies. You will collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, and interact with internal or external customers, 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

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