Lead Fiduciary Advisor

1 week ago


Salt Lake, Utah, United States WELLS FARGO BANK Full time
Position Overview:

Wells Fargo is looking for experienced Senior Fiduciary Specialists to join the Trust Account Opening and Maintenance team within Wealth and Investment Management Operations. This dedicated team facilitates the account initiation process for Wells Fargo trust accounts and acts as a primary escalation point for trust officers, financial advisors, and clients. Additionally, the team manages daily asset maintenance, ensuring compliance with regulatory standards and providing comprehensive account governance and reporting.

Key Responsibilities:
  • Collaborate with business partners on investment management matters.
  • Assess and establish agency, custody, IRA, and trust accounts to guarantee adherence to internal policies and governmental regulations.
  • Investigate and resolve issues across various jurisdictions.
  • Analyze complex business trust asset portfolios, addressing challenges that necessitate thorough evaluations of multiple factors.
  • Examine probate and trust estates following the passing of a Wells Fargo client.
  • Manage the intricate requirements of estates and trusts throughout the death settlement process.
  • Address moderately complex trust asset portfolio challenges and guide the Fiduciary team to fulfill service commitments.
  • Ensure that probate estates or trust accounts are administered in accordance with governing documents, bank policies, and legal requirements.
  • Engage with peers, colleagues, and management to resolve issues and achieve objectives.
Required Qualifications:
  • A minimum of 4 years of experience in Fiduciary Products or a combination of relevant work experience, training, military service, or education.
Preferred Qualifications:
  • 4+ years of experience in Trust or Brokerage.
  • 2+ years of experience in new account initiation or onboarding.
  • Proven ability to cultivate, maintain, and manage client relationships.
  • Strong skills in assessing stakeholder needs and developing tailored solutions.
  • Exceptional verbal, written, and interpersonal communication abilities.
  • Certified Trust and Financial Advisor (CTFA) designation is advantageous.
  • Proficient in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word).
Job Expectations:
  • Ability to work in a hybrid environment.
  • Willingness to work on-site as required.
  • This position does not qualify for Visa sponsorship.
Diversity and Inclusion:

Wells Fargo is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, disability, veteran status, or any other status protected by law.

Risk Management:

Employees are expected to support our commitment to building strong customer relationships while maintaining a robust risk management and compliance culture. This includes adherence to applicable risk programs and Wells Fargo policies, timely escalation of issues, and sound risk decision-making.

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