Wells Fargo Senior Lead Fiduciary Advisory Specialist LO - Special Needs Trust 

United States, Minnesota, Minneapolis 

318529747

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:

• Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs
• Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners
• Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal or external customers, Accountants and Attorneys
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
• Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm
• Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business objectives and drive execution
• Mentor and guide team members to maximize talent and potential; act as an escalation regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions

This role will be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate risk, offer solutions, manage beneficiary and COI expectations, work with internal and external partners (i.e. care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via proactive communication and statusupdates. Interact

The identified region will include Mid-Central states into the South.

Required Qualifications:

• 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• CTFA, JD, L.L.M or CFP designation

• 3+ plus years’ experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax

Job Expectations:

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• 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.

• Travel up to 50%

Pay Range

$144,400.00 - $300,000.00

15 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.