Fiduciary Advisory Director

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Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.

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.

Provides support to WIM in providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. BL&T further provides legal 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.

About this role:

Wells Fargo is seeking a Fiduciary Advisory Director to oversee the development and onboarding of new business for Wells Fargo Trust in its Central Division, encompassing the Midwest and Texas regions of the United States.  The Fiduciary Advisory Director will be responsible for managing an expert team of trust, estate and philanthropic specialists focused on helping high net worth and ultra-high net worth WIM clients and advisors develop and implement sophisticated estate plans, leveraging the broad capabilities of Wells Fargo Trust’s platform... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

• Manage and develop a team of Fiduciary Strategists responsible for business development and the onboarding of new and expanded client relationships for Wells Fargo Trust’s platform in the Midwest and Texas regions.
• Drive awareness of Wells Fargo Trust’s broad capabilities throughout the Wells Fargo Advisors community, including developing relationships with divisional and market leaders.
• Develop achievable goals for team members, in alignment with Wells Fargo Trust’s business plan, and ensure team members have the resources and guidance necessary to meet those goals.
• Engage with centers of influence throughout the regions, including members of the legal and planning communities, to increase awareness and connectivity with Wells Fargo Trust’s service offerings.
• Serve as a thought leader to the regions on topics relevant to the Wells Fargo Trust business, including the production of content for internal and external marketing and educational initiatives.
• Collaborate with Wells Fargo Trust leadership, risk partners and other regional leaders to ensure consistent execution and quality of service across the organization.
• Interact directly with clients, as needed, in support of Wells Fargo Trust and the broader WIM business.
• Identify and develop new talent in the regions to meet short- and long-term business objectives and strategy.

Required Qualifications:

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

Desired Qualifications:

• Juris Doctor (JD) degree
• CTFA, CFP or similar industry designation
• 6+ years of professional fiduciary experience in the trusts, estates and/or philanthropic spheres
• 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:

• Ability to travel up to 30%

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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

Posting End Date:

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.