Senior Philanthropic Advisor - Lead jobs at Wells Fargo in United States, Dallas

In this role, you will:

• Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional area
• Review and analyze complex multi-faceted, large scale, or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring a sound understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
• Lead Treasury Management Consulting projects and teams, or serve as a peer mentor

Required Qualifications:

• 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with Treasury Management products and services
• Experience working within the government space and knowledge of RFP’s
• Skilled in building strong partnerships through effective collaboration, relationship management, and communication
• Ability to think strategically, implement, and deliver business objectives
• Ability to develop strong partnerships
• Excellent communication skills
• Strong presentation skills
• Strong organizational skills

Job Expectations:

• This position offers a hybrid work schedule
• The ability to travel 50-75% of the time
• This position is not eligible for Visa Sponsorship
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Increase the investment acumen of our Investment Professionals on alternative investments across all channels and providing education on new product offerings as well as supporting existing platform offerings
• Regularly meet with Investment Professionals and clients of Investment Professionals
• Lead complex initiatives involving educating and consulting with financial advisors, investment strategists, wealth advisors, and clients on alternative investments and the depth and breadth of solutions available
• Build visibility around the Alternative Investment platform with investment professionals who are less familiar with the alternative investment capabilities within Wells Fargo and/or may find these investment vehicles/strategies too complex to discuss with their clients
• Work closely with leadership in eachmarket
• Review and analyze complex multifaceted client and investment professional situations that require an in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multifaceted situations requiring understanding of the asset class, investment offerings, policies, procedures and compliance requirements
• Collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals
• Deliver branch presentations and organize meetings for outside fund managers with Investment Professionals
• Provide training on new offerings, platform changes, investment strategy guidance, support resources and other topics related to alternative investments

Required Qualifications:

• 5+ years of Wealth Investment Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• 4+ years of wholesaleror likeexperience in Alternative Investment product categories (i.e. - hedge funds, privately held investments, private real estate, private debt, etc.)
• Proven experience educating financial professional and clients on Alternative Investment asset class and on the individual product level
• Chartered Alternative Investment Analyst (CAIA) certification or Advanced Financial degree
• Advanced communication skills, specifically related to delivering presentations in person and in virtual meetings
• Demonstrated ability to develop and enhance partnerships with internal investment professional, regional leadership and clients

Job Expectations:

• Ability to travel up to 75% of the time.
• This position is not eligible for Visa sponsorship
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents

Job Locations:

• 1445 Ross AVE DALLAS, TX 75202

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead the review, resolution and implementation for the most complex technical issues and initiatives related to large scale network applications, data systems, voice and other technical products and services
• Use and create diagnostic, simulation and other tools to maintain, troubleshoot and restore service or data to systems
• Evaluate or review queries to extract data, create standard procedures, or perform limited programming to fine tune systems supported
• Research performance trends and recommend process improvements
• Perform complex migrations from development to production, upgrades, installations and configurations
• Make decisions in security and regulatory policies to design and implement foolproof secured network solutions
• Assess changes for risk to production systems and assure quality, security and compliance requirements are met for supported areas
• Identify gaps in current technology processes and recommend changes to assure Service Level Agreements can be supported
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

• 5+ years of Network Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Deep understanding of DNS, DHCP, IP Address Management (IPAM), and Network Time Protocol (NTP) systems, including architecture, deployment, and lifecycle management.
• Experience designing and implementing scalable, resilient infrastructure solutions for core network services.
• Advanced scripting skills (e.g., Python, Bash, PowerShell) for automation of log rotation, data collection, error handling, and alerting.
• Hands-on experience with synthetic transaction development for proactive monitoring of infrastructure and applications.
• Experience mentoring and guiding less experienced staff.
• Experience with DevOps and CI/CD automated build and deployment processes.
• Advanced scripting skills specifically around log rotation, data collection, error collection and alerting.
• Experience designing, developing, and implementing synthetic transactions for the monitoring of applications and/or infrastructure.
• Experience with Agile Scrum or Kanban methodologies.
• Knowledge and understanding of implementing infrastructure upgrades, security patches, or version upgrades.
• Knowledge and understanding of logging and monitoring tools.
• Experience with and the ability to thrive in a complex and fast-paced technology and/or information security organization, within a large enterprise environment.
• Proven experience with change and incident management practices in medium to large enterprise environments.

Job Expectations:

• Ability to work onsite in the office in a hybrid model, 3 days per week on-site/in-office and 2 days per week remote
• Remote work is not available for this position
• Visa sponsorship not available for this role

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

in Global Payments & Liquidity (GPL) as part of Enterprise Functions.

In this role, you will:

• Support product builds on Core Treasury Management products
• Work with multiple Lead ICs on customer requests
• Ensure that products are completed according to established timelines
• Collaborate with downstream partners on implementation tasks
• Utilize a multitude of systems and processes to perform product builds
• Ensure customer implementation data is accurately captured and recorded, and services are correctly set up
• Remain flexible and adaptable to changing priorities, deadlines and new surroundings
• Proactively identify and resolve problems/issues

Required Qualifications:

• 4+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 1+ years of Treasury Management experience in Service and / or Implementation
• Demonstrate a strong focus on risk mitigation, attention to detail, and ability to follow documented procedures
• Advanced Microsoft Office, Outlook and PowerPoint
• Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
• Ability to interact with integrity and professionalism with customers, peers and partners
• Ability to work effectively in a virtual team environment

Dallas, Texas (TX) – 1445 Ross Avenue (NOTE: Moving to 401 W. Las Colinas Blvd., Irving, TX in Fall 2025)
Chandler, Arizona (AZ) – 2700 S. Price Road
Salt Lake City, Utah (UT) – 260 Charles Lindbergh Drive

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Serve as the Single Point of Coordination for the customer
• Lead simple to complex implementation projects and coordinate the setup of Treasury Management products and services
• Ensure that products are completed according to established timelines
• Identify, and provide effective training methods for our customers
• Collaborate and consult with peers and partners to deliver an exceptional customer experience
• Remain flexible and adaptable to changing priorities, deadlines and new surroundings while meeting customer's needs
• Participate in process improvement or product development and enhancement activities
• Provide subject matter expertise and recommendations on product best fit
• Coordinate appropriate meetings
• Communicate status to the customer and line partners
• Proactively identify and resolve problems/issues

Required Qualifications:

• 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of Treasury Management experience
• Strong Treasury Management knowledge and experience
• Previous project management experience
• Strong, clear and concise written and verbal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Good attention to detail and accuracy skills
• Advanced Microsoft Office, Outlook and PowerPoint
• Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
• Ability to interact with integrity and professionalism with customers, peers and partners
• Ability to work effectively in a virtual team environment

Dallas, Texas (TX) – 1445 Ross Avenue (NOTE: Moving to > 401 W. Las Colinas Blvd., Irving, TX in Fall 2025)
Chandler, Arizona (AZ) – 2700 S. Price Road
Salt Lake City, Utah (UT) – 260 Charles Lindbergh Drive

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Banking, Lending, & Trust (BL&T)

Trust ServicesTrust 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)

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
• 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
• 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
• This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on Philanthropic and Charitable advising who applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in serving clients. Contributes to growth of the specialty wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and specialized knowledge in the marketplace. In some cases, may administer and manage the risk of moderately complex trust accounts in order to develop or expand relationships. As the relationship manager for a book of business, identifies and addresses issues with clients,underwriting/acceptingnew accounts, administering, terminating, distributes moderately complex account material. Proactively engages with clients in specialty wealth planning related conversations; collaborates with partners to develop and propose solutions. Provides analysis of client's total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants, attorneys, who are related to the client relationship as part of day to day

Required Qualifications:

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

Desired Qualifications:

• Ability to network and interact with all levels of an organization
• Excellent verbal, written and interpersonal communication skills
• Strong presentation skills
• Experience with family philanthropy, including private foundations, donor advised funds, family retreats, workshops and meetings
• Experience working with nonprofit organizations, boards of directors and their donors
• Experience working within the High Net Worth (HNW) Ultra High Net Worth (UHNW) space
• Knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer and investment understanding
• Local market knowledge and established market network; extensive local philanthropic network; strong networking skills and a passion for philanthropy
• Chartered Advisor in Philanthropy (CAP) designation
• JD, LL.M, CFP or CTFA designations

Job Expectations:

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• 25% travel

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

• Corporate Accounting Engine Transformation Lead to support transformation initiatives for the Corporate Accounting Engine platform. The role focuses on documenting high quality accounting requirements and partnering with technology leads, Group controllers to re-build an efficient and scalable accounting engine system. The role leads various stakeholders through the planning, analysis, and implementation phases of each initiative.
  In this role, you will:
• Act as a liaison between IT and finance/accounting (Group controllers) functions.
• Lead deep dive work sessions with accounting domain partners and document high quality accounting requirements
• Partner with technology leads across the General Ledger ecosystem to align accounting requirements to build an efficient and scalable accounting engine system
• Support development of the Corporate Accounting product roadmaps, prioritization of epics, features, and user stories
• Build test strategies and plans. Write and execute test scripts.
• Communicate practices and procedures for proper financial control functions in accordance with the company's internal controls policies
• Provide work guidance or mentorship to peers or junior members of the team
• Apply extensive specialized knowledge and act as an internal consultant or final authority in area of expertise
• Lead implementation of the most complex projects or initiatives impacting multiple lines of business or across the enterprise
• Identify compliance and risk management requirements for supported area and works with other stakeholders to implement key risk initiatives
• Provide strategic consultation to leadership
• Support business as usual changes from line of business accounting teams.

• Experience with computer-based accounting systems
• Experience gathering accounting requirements used to build accounting systems
• Experience leading complex projects or initiatives impacting multiple lines of business or across the enterprise
• Experience building large scale financial banking system implementations with hands on involvement in requirements gathering, testing, training, deployment
• Good understanding of multi-currency enabled General ledger Eco systems
• Strong understanding of “generally accepted accounting principles”
• Experience using big data/Cloud/query data tools.
• Ability to build business relationships with multiple stakeholder groups in accounting and technology
• Strong written, analysis and oral communication skills, with ability to communicate with various levels within the organization

• Work in one of the locations listed/hybrid schedule
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.