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Wells Fargo Fiduciary Manager 
United States, California 
423399193

Yesterday

About this role:

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 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 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


Required Qualifications for Europe, Middle East & Africa only:

  • Experience in Fiduciary Products or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Leadership experience


Desired Qualifications:

Previous philanthropic work experience

Pay Range

$106,300.00 - $188,900.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

16 May 2025


Wells Fargo Recruitment and Hiring Requirements:

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