Wells Fargo Fiduciary Manager 

United States, California 

423399193

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

Wells Fargo Recruitment and Hiring Requirements:

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