דרושים Trust Officer - Fiduciary Specialist ב-Wells Fargo ב-ארהב

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:

• 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 estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
• Identify and recommend opportunities for process improvement and control development.
• Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
• Serve as an escalation point for team members regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions.
• Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
• Lead team to achieve business objectives and drive execution.
• Participate actively in Wells Fargo Trust's training and mentorship programs.
• Participate in marketing and development initiatives, including building connectivity with centers of influence.

Required Qualifications:

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

Desired Qualifications:

• J.D. and/or CTFA preferred
• 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

Job Expectations:

• 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.

• This Sensitive role will have a required absence of 2-weeks

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.

In this role, you will:

• Provide Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes
• Liaise with Portfolio Managers, Credit Analysts, Internal Risk Management, Relationship teams, Operations, Markets and various internal and external partners
• Coordinate loan closing activities from the initiation and credit approval throughout the closing, booking, and funding process to ensure consistent, timely and accurate credit delivery and funding to our clients
• Analyze and problem solve complex problems with efficient and logical solutions
• Work in a fast-paced environment while managing risk, controls and booking accuracy
• Utilize loan documentation knowledge and analyze and extract pertinent data elements
• Understand trading limit structure and exposure management and booking on the applicable systems of record
• Develop expertise in bank policies, procedures and compliance requirements confirming adherence
• Evaluate and ensure accurate new and existing data in the systems of record
• Collaborate with managers and peers on initiatives, projects, and complex control resolutions, implementing efficiencies across teams
• Exercise independent judgment while developing the knowledge to understand functions, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• Experience working within or supporting middle office functions
• Comprehension of internal credit underwriting documents and loan closing documentation
• Knowledge of credit systems of record and origination such as nCino, LIQ, CoRS, and Treasury management systems
• Understanding of the credit underwriting and customer due diligence processes
• Strong attention to detail
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to effectively prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Outstanding problem solving and independent decision-making skills
• Excellent communication skills both verbal and written
• Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

• This position currently offers a hybrid work schedule
• This position is not eligible for Visa sponsorship

Posting Locations:

• 90 South 7th Street, Minneapolis, Minnesota 55402
• 550 South Tryon Street, Charlotte, North Carolina 28202

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.

In this role, you will

• Work closely with Risk Owners, Risk Stewards, CIB Surveillance Technology and Surveillance Product Management to enhance and build effective surveillance controls

• Provide subject matter expertise with comprehensive knowledge of business and functional area

• Review daily alerts related to Equities Trade Surveillance

• Manage key relationships with Business Heads, Desk Heads, Compliance, Chief Operating Office(COO) and CIB Control for Equities

• Represent Trade Surveillance on various governance forums

• Actively participate in risk assessments and parameters setting activities

• Mentor an offshore team supporting the first pass review of trade surveillance alerts

Required Qualifications:

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

Desired Qualifications:

• Experience operating rule-based and risk-based Surveillance tools

• Experience with Trading

• Excellent communication skills (verbal, written and interpersonal); ability to concisely articulate complex concepts in a clear manner

• Strong analytical skills with high attention to detail and accuracy

• Professionalism, adaptability, and strong collaboration skills

• Ability to translate technical language into plain business language, and to translate business requirements into technology initiatives

• Demonstrated capability to confidently raise issues, escalate early, and engage in constructive credible challenge independently

Job Expectations:

• This position offers a hybrid work schedule

550 S. Tryon St. Charlotte, NC

This position is not eligible for Visa Sponsorship

Job posting may come down early due to volume of applicants

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.

In this role, you will:

• Collaborate with CIB leadership and provide counsel on events and industry research conferences

• Lead planning efforts for large and/or complex multi-day meetings, events, and conferences

• Develop innovative end-to-end event strategies that deliver results and cost efficiencies

• Implement and execute project plans, including the sequencing, and timing of key initiatives

• Manage project budgets, develop financial projections and analyzing variances

• Function as a subject matter expert (SME) and stay up to date on industry trends

• Identify opportunities to enhance operating procedures and mitigate risk

Required Qualifications:

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

Desired Qualifications:

• Experience implementing full cycle multi-day event plans within the financial services sector

• Experience developing innovative event strategies that deliver results and cost efficiencies

• Experience working with the Cvent, Dealogic and BuyTheSell (BTS) platforms

• Experience mitigating risk throughout the vendor management lifecycle

• Experience influencing senior leaders, partners, and peers

• Experience building strong relationships and collaborating across large organizations

Job Expectation:

• Ability to travel up to 50% of the time

Office Locations & Pay Ranges:

• 401 South Tryon Street - Charlotte, NC ($100,000 to $163,000)

• 150 East 42nd Street - New York, NY ($120,000 to $196,000)

• 1700 K Street, NW - Washington, DC ($120,000 to $196,000)

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

• Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation.
• Review legal and credit approval documentation to confirm alignment with internal systems of record.
• Collaborate with deal teams, credit execution, and operations to ensure consistency and completeness of transaction data.
• Address and resolve complex issues, escalating as necessary to ensure timely resolution.
• Apply a strong understanding of bank policies, procedures, and regulatory requirements to ensure compliance.
• Partner with internal stakeholders to troubleshoot issues and drive process improvements.
• Exercise sound judgment and develop subject matter expertise in credit operations, procedures, regulatory reporting and data governance.
• Represent the CDA group in cross-functional initiatives and forums.
• Provide guidance and informal mentorship to junior team members, fostering a culture of continuous learning and operational excellence.

Required Qualifications:

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

Desired Qualifications:

• In-depth experience within credit operations or related field
• Detailed understanding of credit documentation and corporate loan structures
• Knowledge of booking and closing processes
• Experience with credit systems such as LIQ, nCino, CoRS, ICMP, WCIS, ART, TRE, RCS, E-TRAC
• Exceptional attention to detail and a commitment to data accuracy
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced and complex environment to meet deadlines and achieve goals
• Proven ability to work independently and collaboratively across teams and organizational levels.
• Effective problem-solving and decision-making capabilities.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.

Job Expectations:

• Ability to work outside of normal business hours if needed

PostingLocations:

• Charlotte, NC - 550 S Tryon Street
• San Antonio, TX - 4101 Wiseman Blvd
• Minneapolis, MN - 90 S 7th Street

Pay Ranges:

• Charlotte, NC: $63,600 - $113,000
• San Antonio, TX: $63,600 - $113,000
• Minneapolis, MN: $63,600 - $113,000

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:

• Be accountable for a complex portfolio of customers
• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunities for process improvements within the portfolio
• Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Make decisions on complex customer issues
• Partner with managers to resolve issues and provides status updates on implementations
• Develop expertise in the policies, procedures, and compliance requirements
• Handle complex customer issues which include escalation and resolution
• Lead team and serve as a subject matter expert for the department
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• Treasury Management product knowledge and experience
• Strong telephone etiquette skills
• Strong leadership skills, including initiative, accountability and the ability to inspire and motivate others
• Ability to act as an extension of management supporting the broader team, leading escalations and managing partner relationships
• Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
• Ability to lead, train & mentor others on the team
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Intermediate Microsoft Office skills
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment

Job Expectations:

• ​Position hours are Monday - Friday 9:00 AM - 6:00 PM
• This position currently offers a hybrid work 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

Location:

• 801 Walnut Street - Des Moines, IA 50309

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:

• Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations
• Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
• Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
• Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Required Qualifications:

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

Desired Qualifications:

• IRA Operations experience
• FINRA Series 99 or Series 7 licensure
• Strong attention to detail
• Excellent written communication skills

Job Expectations:

• Hybrid Schedule: Monday through Friday, 8:00 AM to 5:00 PM EST
• Open to working overtime during peak year-end processing periods
• 1525 W WT Harris Blvd, Charlotte, NC

Wells Fargo Recruitment and Hiring Requirements:

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