Wells Fargo Fiduciary Senior Manager 

United States, New York, New York 

216575284

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:

• Manage and develop a team of trust officers and associates (including individual contributors and managers), responsible for serving Wells Fargo clients in both a fiduciary and agency capacity.
• Drive a culture of professional excellence across their regional teams, including building relationships with Wells Fargo Financial Advisors, strong mentorship and apprenticeship, independent thinking and fiduciary judgment, and creating a positive client experience.
• Assign accounts and ensure relationships are managed according to fiduciary policies and procedures and standards.
• Identify and recommend opportunities for process improvement and risk control development to ensure the Trust Services business is managed consistently across theorganization.
• Serve as an escalation point for trust officers, financial advisors andclients.
• Lead team in new business-related efforts andacquisitions.
• Implement estate plans and collaborate with investment and risk partners to ensure compliance with relevant laws and regulations.
• Oversee budget and personnel management for the region, including financial reporting and success metrics.
• Determine appropriate strategy and actions of regional team members to meet risk management deliverables.
• Collaborate with Trust Services leadership, risk partners and other regional leaders to ensure consistent execution and quality of service across the organization.
• Collaborate with and influence all levels of professionals, including managers, advisors and firm leadership.
• Interact directly with clients, as needed, in support of Trust Services and the broader WIMbusiness.
• Develop and guide a culture of talent development to meet business objectives and

Required Qualifications:

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

Desired Qualifications:

• A BS/BA degree or higher

• A Juris Doctor (JD) degree

• CTFA or similar industry designation

• 6+ years of trusts and estates and/or corporate fiduciary experience

• Knowledge and understanding of trust, trust administration, fiduciary law, and federalregulations/operations

• Leadership experience with ability to effectively manage and engage teams

• Strong communication skills and the ability to operate autonomously in a high-pressure environment

Job Expectations:

• Travel expectation up to 25%

Pay Range

$126,400.00 - $287,600.00

28 Feb 2025

Wells Fargo Recruitment and Hiring Requirements:

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