Senior Lead Fiduciary Advisory Specialist

4 weeks ago

Bellevue, Washington, United States Wells Fargo Full time
About this Role:

We are seeking a Senior Lead Fiduciary Advisory Specialist to join our team at Wells Fargo. In this role, you will be responsible for advising leadership on developing and influencing objectives, plans, specifications, resources, and long-term goals for highly complex financial planning needs.

You will lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners, delivering solutions that require vision, creativity, innovation, advanced analytical and inductive thinking.

As a Senior Lead Fiduciary Advisory Specialist, you will provide vision, direction, and expertise to leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or company-wide strategies.

You will collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, interacting with internal or external customers, accountants, and attorneys.

This role will be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate risk, offering solutions, managing beneficiary and COI expectations, working with internal and external partners, and delivering outstanding client service via proactive communication and status updates.

As a subject matter expert, you will interact with beneficiaries, co-fiduciaries, internal partners, and COIs in a professional and empathetic manner, growing the credibility and enhancing the reputation of Special Needs Trust Services internally and externally.

You will contribute to the growth of the wealth management business by promoting Special Needs Trust Services, including onboarding new Special Needs Trusts and securing future fee business via internal and external presentations, active participation in wealth team meetings, partnering with wealth team members and other partners, and actively seeking opportunities to tell the Special Needs Trust story.

Sell the value of the trust services fee to ensure proper pricing of services.

The identified region will include AZ, UT, NV, CA, WA, OR, AK, and HI.

Required Qualifications:

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

Desired Qualifications:

  • CTFA, JD, L.L.M, or CFP designation
  • 3+ years' experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax

Job Expectations:

Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.

A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.

Successful candidates must also meet ongoing regulatory requirements, including additional screening, if necessary.

Travel up to 50%.

Pay Range:

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location.

The range listed is just one component of the compensation package offered to candidates.

$144, $300,000.00

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:

20 Oct 2024

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.

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.

Company:

WELLS FARGO BANK

Req Number:

R-Updated: Fri Oct 18 04:57:29 UTC 2024

Location:

BELLEVUE, Washington

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