Senior Lead Fiduciary Specialist - Estate Services

About the role

Wells Fargo is seeking a Senior Lead Fiduciary Specialist to oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. The role involves engaging clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework.

Responsibilities

• Analyze trust and estate documents
• Implement client estate plans
• Ensure client accounts are managed in accordance with sound fiduciary principles and applicable law
• Engage clients, advisors, and internal partners to deliver a high-touch client experience
• Build and maintain a strong knowledge of internal policies and procedures
• Identify and recommend opportunities for process improvement and control development
• Serve as a subject-matter expert on fiduciary administration
• Resolve client complaints and approve discretionary distributions
• Lead team to achieve business objectives and drive execution
• Participate in Wells Fargo Trust's training and mentorship programs
• Participate in marketing and development initiatives

Requirements

• 7+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
• Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer
• Knowledge of complex estate planning strategies including tax strategies
• Ability to read, interpret and explain will and trust documents, probate laws and tax provisions
• JD, LLM, CFP or CTFA designations
• Experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM +

Desired Qualifications

• Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer
• Knowledge of complex estate planning strategies including tax strategies
• Ability to read, interpret and explain will and trust documents, probate laws and tax provisions
• JD, LLM, CFP or CTFA designations
• Experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM +

Pay

$167,000.00 - $260,000.00

Benefits

• 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