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Fiduciary Manager

About this role:

Wells Fargo is seeking a Fiduciary Manager as part of the Trust Account Opening and Maintenance team within Wealth and Investment Management Operations. This team supports the account opening process for Wells Fargo trust accounts and serves as an escalation point for trust officers, financial advisors and clients. The team is also responsible for day-to-day asset maintenance, providing account governance and reporting and meeting compliance standards set by regulators.

The Fiduciary Manager will manage a team of senior fiduciary specialists while ensuring the firm's trust and agency account administration and best-in-class trust services experience for advisors and clients. Additionally, the manager will drive process improvement and risk control development to ensure trust account services are managed consistently. Learn more about our career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Manage and develop a team senior fiduciary specialists with moderate complexity and risk in Fiduciary Management Services, promoting growth, profit management, and risk management

  • Engage stakeholders and partners within the Trust Services functional area

  • Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards

  • Identify and recommend opportunities for process improvement and risk control development within the Fiduciary Management Services office

  • Lead team in new business-related efforts and acquisitions, retain or expand current relationships and coach on business development 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

  • Implement estate plans and collaborate with investment and risk partners to ensure compliance with relevant laws and regulations

  • Provide fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management

  • Collaborate with Trust Services leadership, risk partners and other regional leaders to ensure consistent execution and quality of service

  • 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:

  • 4+ years of Trust or Brokerage experience

  • 2+ years of Financial Services operations experience

  • Strong knowledge of process improvement and business transformation practices

  • Ability to develop, retain, and manage client relationships

  • Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes

  • Strong people management and demonstrated leadership skills including coaching, training, and mentoring

  • Excellent verbal, written, and interpersonal communication skills

  • Certified Trust and Financial Advisor (CTFA) designation

  • Advanced Microsoft Office (Excel, Outlook, PowerPoint, Word) skills

Job Expectations:

    • Ability to work a hybrid schedule

    • Willingness to work on-site at stated location on the job opening

    • This position is not eligible for Visa sponsorship

    Posting Location:

    • Salt Lake City, Utah

    Posting End Date: 

    26 May 2024

    *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.


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