Wells Fargo Senior Trust Officer - Fiduciary Specialist 

United States, Colorado, Denver 

166776785

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:

• Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
• Identify and recommend opportunities for process improvement and control development.
• Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
• Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
• Actively train and mentor junior team members.
• Participate in marketing and development initiatives, in conjunction with team leaders.

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

Desired Qualifications:

• J.D., LLM, CFP or CTFA preferred
• 2+ years of direct experience in administering estates and deceased grantor trusts as an attorney or trust officer
• Knowledge of complex estate planning strategies including tax strategies
• Ability to read, interpret and explain will and trust documents, probate laws, and tax provisions
• Experience in wealth management with high-net-worth clients of at least ten million dollars
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
• Demonstrate a high level of organizational skills, including time and priority management.
• Collaborate effectively with relationship team members, client’s advisors and other colleagues.
• Solutions-oriented and able to operate within a diverse, fast-paced environment.
• Strong conflict resolution skills.
• Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients.

Job Expectations:

• Potentially 5% - 10% overnight travel
• Ability to travel up to 50% of the time
• 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.

5301 Southwest Pkwy Ste 300, AUSTIN, TX

1700 Lincoln St., DENVER, CO

999 3rd Ave., SEATTLE, WA

Salary Range:

AUSTIN, TX Pay range $77,000-$121,000Annually

DENVER, CO Pay range $85,000-133,000Annually

SEATTLE, WA Pay range $92,000-145,000Annually

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.