The point where experts and best companies meet
Wells Fargo Fiduciary Manager United States, California 423399193
Share
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 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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
