Senior Trust Officer - Senior Fiduciary Specialist

About this role

Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Financial Terminations and Transfers Team as part of Wealth and Investment Management. The ideal candidate will possess a strong working knowledge of fiduciary income taxation and its practical application to trust and estate administration. This includes the ability to identify tax-related risks, coordinate with internal and external tax professionals, and ensure accurate and compliant administration throughout the trust lifecycle.

In this role, you will

• Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring 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 within a strong risk management framework.
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
• Identify and recommend opportunities for process improvement and control development.
• Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
• Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
• Actively train and mentor junior team members.
• Participate in marketing and development initiatives, in conjunction with team leaders.

Required qualifications

• 4+ 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

• Demonstrated expertise in trust/estate terminations and transfers, including final distributions, trustee transitions, asset movement controls, and audit-ready documentation
• Strong HNW client orientation with excellent written and verbal communication skills; ability to explain complex fiduciary matters clearly to beneficiaries, attorneys, and advisors
• Executive presence with experience presenting concise updates, risks, and recommendations to senior leadership and driving decisions/escalations to closure
• Proven track record managing high net worth client relationships and portfolios
• Experience with complex trust structures
• J.D. and/or CTFA preferred
• 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

Job expectations

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship
• 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.

Job Location: 100 N 18th ST, Philadelphia PA 19013