SR REGIONAL FIDUCIARY MANAGERApply now Job ID 5366087 Schedule Type Reg-Time Work Hours 40 Location San Francisco, California;
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Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.
Wealth and Investment Management (WIM) is one of the company’s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
Wealth Management (WM) is a member of WIM and a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Community Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.
The Sr.RFM is responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. At the regional level, the Sr. RFM is accountable for revenue growth, client retention, business economics and risk management (provides fiduciary oversight, reviewing documents, negotiating fees and approving discretionary distributions, assuring proper controls and satisfactory audits) across fiduciary activities. Also expected to be the external face of the Fiduciary business with COI's in the community as it relates to Wells Fargo & Co and The Private Bank branding. The Sr. RFM provides coaching to team members in promoting solutions grounded in the application of fiduciary/prudent investment and wealth planning knowledge, as the foundation for client relationship management and expansion. The Sr. RFM is the chief advocate of fiduciary services in a market, operating as strategic wholesaler to uncover channel growth opportunities within Wealth, across Wealth, Brokerage & Retirement and Wells Fargo & Co. The Sr. RFM is responsible for delivery and fiduciary oversight of advisory-based services to clients in collaboration with Wealth Advisors, Investment Managers, Private Bankers, Financial Advisors and Centers of Influence. This role includes a heavy focus on leading team members in new business acquisition, implementing wealth plans, collaborating with Investment & Fiduciary Centers in setting-up and administering Investment & Fiduciary accounts, retaining client relationships, and developing relationships to their fullest potential by cross-selling services of The Private Bank. Typically oversees the largest and most complex Trust offices within Wealth Management, this postion will be responsible for a $12BB portfolio comprised of Legacy Wealth and Entreprenurial Wealth. Knowledge of wealth planning for newly created wealth is essential. Will manage 6 Fiduciary Advisory Specialists.
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.