Trust Advisor - Lead Fiduciary Specialist jobs at Wells Fargo in United States, Minneapolis
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United States
State
Minneapolis
16 jobs found
23.04.2025
WF
Wells Fargo Senior Lead Fiduciary Specialist United States, Minnesota, Minneapolis
Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client...
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Be a key technical SME and partner with different stakeholders like development teams, architecture, change management, control owners and other cross-functional teams to drive and deliver Enterprise Data and Platforms...
Participate in research, assessment, and documentation of matters relating to the business’ policy and regulatory adherence, risk mitigation, or control efforts; identify patterns and trends and looks for opportunities for...
Provide expertise, guidance and leadership oversight for the Money Service Business(MSB) , Third Party Payment Process (TPPP), Payment Intermediaries and Gaming Institutions (PIGI) Due Diligence client portfolios, inclusive of understanding...
Lead complex technology initiatives including those that are companywide with broad impact. Act as a key participant in developing standards and companywide best practices for engineering complex and large-scale technology...
Prepare and deliver high-quality, customized responses to RFPs for prospective OCIO clients, ensuring alignment with the firm’s investment philosophy, strategies, and services. Maintain and update a comprehensive library of RFP...
Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client...
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