Wells Fargo Special Needs Trust Manager - Fiduciary 

United States, Texas, Austin 

329250284

In this role, you will:

• Manage and develop a team of individual contributor roles with low to moderate complexity and risk in Special Needs Trust 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 Special Needs Trust Services team
• 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 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 and influence 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
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

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

Desired Qualifications:

• Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust and Fiduciary Advisory (CTFA)
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Knowledge and understanding of fiduciary law and federal regulations
• Direct experience in drafting Special Needs Trusts, settlement trusts, planning for individuals living with special needs, and advising trustees on matters related to the administration of Special Needs Trusts. Understanding of public benefits as they relate to Special Needs Trust administration.
• Direct fiduciary experience administering Special Needs Trusts, Settlement Trusts, and advising on matters relating to planning for individuals living with special needs Understanding of public benefits as they relate to Special Needs Trust administration
• Experience in wealth management with high-net-worth clients of at least five million dollars

Job Expectations:

• Up to 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.

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.