Senior Philanthropic Advisor

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do.

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

• Energy asset management

• Legacy trust services

• Special needs trust services

• Managed Individual Retirement Accounts (IRA)

About this role:

Wells Fargo is seeking a Senior Philanthropic Advisor...

Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

Position Summary:

The Senior Philanthropic Advisor serves as a senior subject matter expert and trusted advisor responsible for managing a book of complex philanthropic client relationships. This role partners with high-net-worth individuals, families, family foundations, charitable organizations, and other fiduciary clients to develop and implement charitable strategies that align with their philanthropic values, legacy objectives, and overall wealth planning goals.

The Senior Philanthropic Advisor maintains a deep understanding of the full spectrum of charitable giving vehicles, including private foundations, donor-advised funds, charitable remainder trusts, charitable lead trusts, supporting organizations, and direct charitable gifting strategies. The advisor provides consultative guidance to clients on the benefits, limitations, governance considerations, and tax implications of various philanthropic structures while helping clients achieve their charitable objectives in a thoughtful and impactful manner.

The role requires advanced expertise in charitable funding strategies, including contributions of complex assets such as closely held business interests, restricted and low-basis stock, real estate, and other illiquid assets. The Senior Philanthropic Advisor works closely with clients and their professional advisors to evaluate giving strategies, structure charitable transactions, and navigate the operational, legal, tax, and fiduciary considerations associated with complex charitable gifts.

In addition to serving as a strategic philanthropic advisor, this role leads operational support for fiduciary professionals administering a portfolio of sophisticated client relationships and charitable entities. The Senior Philanthropic Advisor ensures accounts are managed in accordance with fiduciary principles, governing documents, applicable laws, and organizational policies. This includes overseeing ongoing account administration, responding to client needs, mitigating fiduciary risks, coordinating with internal and external partners, and delivering an exceptional client experience.

*Open to additional offices that are in the Bay Area based on office availability. Current work model is hybrid, 3-days in office, 2-days remote.

Required Qualifications:

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

Desired Qualifications:

• J.D. and/or CTFA and/or CAP

• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.

• Demonstrate a high level of organizational skills, including time and priority management.

• Collaborate effectively with relationship team members, client’s advisors and other colleagues.

• Solutions-oriented and able to operate within a diverse, fast-paced environment.

• Strong conflict resolution skills.

• Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients.

• Ability to independently manage a significant book of business

• Advanced knowledge of philanthropic and fiduciary solutions

• Proven ability to influence strategic outcomes while supporting the growth and evolution of the Philanthropic Services business.

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.

• Open to business travel both in-market and regionally

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.