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Wells Fargo Fiduciary Associate Manager 
Philippines, Caloocan 
194741827

Today


In this role, you will:

  • Supervise a team of individual contributor roles with low to moderate complexity and risk in Fiduciary Management Services, promoting growth, profit management, and risk management
  • Engage stakeholders and internal partners associated with the function
  • Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met
  • Identify and recommend opportunities for process improvement and risk control development within the Fiduciary Management Services office
  • Develop new business, retain or expand current relationships and coaches on business development and develop investment strategies
  • Review documents, negotiate fees, and approve discretionary distributions up to appropriate amount
  • Make day-to-day decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business objectives
  • Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
  • Provide fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management
  • Collaborate with and consult with all levels of professionals including managers
  • Interact directly with external customers
  • Lead team to achieve objectives
  • Manage allocation of people and financial resources for Fiduciary Products
  • Be responsible for selection, evaluation, and development of staff


Required Qualifications:

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


Desired Qualifications:

  • Strong Communication and Excellent Customer Service Skills

  • Preferred background or knowledge on US Trust Agency Accounts.

  • Role will be required to work in US hours covering any of the US time zones (Eastern, Central, Mountain and Pacific time zones)

  • Must have strong people management experience and must have experience in supporting blended process


Job Expectations:

  • Amenable to onsite reporting in Five/Neo Building BGC Taguig City

26 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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