Senior Lead Trust & Fiduciary Strategist (LO)

Wells Fargo•New York, NY

5d•$191,000 - $305,000•Onsite

About The Position

Join Wells Fargo's Wealth & Investment Management team and help some of the nation's most successful families preserve, grow, and transfer wealth across generations. In this highly visible role, you'll partner with top advisors and centers of influence to deliver sophisticated trust and estate planning solutions for high-net-worth and ultra-high-net-worth clients. You'll have access to the resources of a leading financial institution while maintaining a consultative, relationship-driven approach. This is an excellent opportunity for a seasoned fiduciary professional seeking both intellectual challenge and business growth within the New York City market. We offer a collaborative culture, strong leadership support, and the opportunity to make a lasting impact on clients, families, and communities. 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 • Energy asset management • Legacy trust services • Special needs trust services • Managed Individual Retirement Accounts (IRA) About this role: Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Provide advanced fiduciary, trust, estate, and wealth transfer planning guidance for high-net-worth and ultra-high-net-worth clients. Partner with Wealth Advisors and Financial Advisors to identify opportunities and deliver sophisticated trust solutions. Lead conversations around legacy planning, wealth transfer strategies, charitable giving, and fiduciary structures. Analyze complex trust arrangements and recommend solutions tailored to each client's goals and family circumstances. Build and deepen relationships with clients, centers of influence, attorneys, accountants, and other professional advisors. Drive business development efforts and help expand Wells Fargo's presence within the New York City wealth market. Serve as a subject matter expert on fiduciary law, trust administration, and estate planning strategies. Collaborate across Wells Fargo's Wealth & Investment Management organization to deliver an exceptional client experience. 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

Provide advanced fiduciary, trust, estate, and wealth transfer planning guidance for high-net-worth and ultra-high-net-worth clients.
Partner with Wealth Advisors and Financial Advisors to identify opportunities and deliver sophisticated trust solutions.
Lead conversations around legacy planning, wealth transfer strategies, charitable giving, and fiduciary structures.
Analyze complex trust arrangements and recommend solutions tailored to each client's goals and family circumstances.
Build and deepen relationships with clients, centers of influence, attorneys, accountants, and other professional advisors.
Drive business development efforts and help expand Wells Fargo's presence within the New York City wealth market.
Serve as a subject matter expert on fiduciary law, trust administration, and estate planning strategies.
Collaborate across Wells Fargo's Wealth & Investment Management organization to deliver an exceptional client experience.
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