Fiduciary Manager

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.

BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.

Trust Services Trust 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)

About this role:

Wells Fargo is seeking a Fiduciary Manager... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

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

Desired Qualifications:

• A BS/BA degree or higher
• A Juris Doctor (JD) degree
• CTFA or similar industry designation
• Deep experience with trusts and estates and/or corporate fiduciary experience
• Knowledge and understanding of trust, trust administration, fiduciary law, and federal regulations/operations
• Leadership experience with ability to effectively manage and engage teams
• Strong communication skills and the ability to operate autonomously in a high-pressure environment

Job Expectations:

• 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.

Posting End Date:

18 Apr 2025
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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