Senior Philanthropic Advisor

Wells Fargo•San Francisco, CA

5d•$167,000 - $260,000•Hybrid

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, Energy asset management, Legacy trust services, Special needs trust services, Managed Individual Retirement Accounts (IRA). The Senior Philanthropic Advisor serves as a senior subject matter expert and trusted advisor responsible for managing a book of complex philanthropic client relationships. This role partners with high-net-worth individuals, families, family foundations, charitable organizations, and other fiduciary clients to develop and implement charitable strategies that align with their philanthropic values, legacy objectives, and overall wealth planning goals. The Senior Philanthropic Advisor maintains a deep understanding of the full spectrum of charitable giving vehicles, including private foundations, donor-advised funds, charitable remainder trusts, charitable lead trusts, supporting organizations, and direct charitable gifting strategies. The advisor provides consultative guidance to clients on the benefits, limitations, governance considerations, and tax implications of various philanthropic structures while helping clients achieve their charitable objectives in a thoughtful and impactful manner. The role requires advanced expertise in charitable funding strategies, including contributions of complex assets such as closely held business interests, restricted and low-basis stock, real estate, and other illiquid assets. The Senior Philanthropic Advisor works closely with clients and their professional advisors to evaluate giving strategies, structure charitable transactions, and navigate the operational, legal, tax, and fiduciary considerations associated with complex charitable gifts. In addition to serving as a strategic philanthropic advisor, this role leads operational support for fiduciary professionals administering a portfolio of sophisticated client relationships and charitable entities. The Senior Philanthropic Advisor ensures accounts are managed in accordance with fiduciary principles, governing documents, applicable laws, and organizational policies. This includes overseeing ongoing account administration, responding to client needs, mitigating fiduciary risks, coordinating with internal and external partners, and delivering an exceptional client experience.

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. and/or CTFA and/or CAP
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.
Ability to independently manage a significant book of business
Advanced knowledge of philanthropic and fiduciary solutions
Proven ability to influence strategic outcomes while supporting the growth and evolution of the Philanthropic Services business.

Responsibilities

Manage a book of complex philanthropic client relationships.
Partner with high-net-worth individuals, families, family foundations, charitable organizations, and other fiduciary clients to develop and implement charitable strategies.
Provide consultative guidance on the benefits, limitations, governance considerations, and tax implications of various philanthropic structures.
Evaluate giving strategies, structure charitable transactions, and navigate operational, legal, tax, and fiduciary considerations associated with complex charitable gifts.
Lead operational support for fiduciary professionals administering a portfolio of sophisticated client relationships and charitable entities.
Ensure accounts are managed in accordance with fiduciary principles, governing documents, applicable laws, and organizational policies.
Oversee ongoing account administration, respond to client needs, mitigate fiduciary risks, coordinate with internal and external partners, and deliver an exceptional client experience.