At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth and Investment Management (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) business is 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. Investment & Fiduciary Services (IFS) is within WM and works with our clients to build, manage, preserve and transition their wealth. As one of the nation’s strongest financial institutions, we bring together a team of experienced professionals to gain insight into each client’s unique situation so that we may deliver specialized wealth solutions that best meet their needs and goals. Within IFS, we have 6 Fiduciary Management Services (FMS) offices that support clients and field offices by providing trust administration, investment management, and fiduciary services.
This Fiduciary Team Manager position will manage the Fiduciary Terminations and Transfers Team within FMS. Accountable for the performance of the fiduciary team including growth, profit management and risk management. The team members are responsible for administering the termination and closing of moderately complex to very complex estate and personal trust accounts. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers moderately complex questions regarding trust taxability, document interpretation and fiduciary risk management. Reviews documents, negotiate fees and approves discretionary distributions up to appropriate amount. Confers with trust clients regarding the establishment, administration and operation of trust accounts. Works to develop new business, retain/expand current relationships and cross sell Wealth Management services by partnering with sales professionals and by developing center of influence relationships. Responsible for recruiting, interviewing, hiring, training, and developing trust team members. Works with investment managers to value assets, develop investment strategy and ensures execution of investment strategy. Incumbents in this position may also have a book of business in addition to management responsibilities.
As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will:
- Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.
- Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.
- 1+ year of team leadership or management experience
- 6+ years of experience in one or a combination of the following industries: financial, trust, or legal; or 5+ years of experience in one or a combination of the following industries: financial, trust, or legal plus one of the following degrees or certifications: BA or higher in Trust & Wealth Management, JD, CERTIFIED FINANCIAL PLANNER (tm) or Certified Trust Fiduciary Advisor
- Experience building partnerships and consulting effectively with leadership
- Ability to develop and manage client relationships
- Ability to identify business needs and deliver solutions in close partnership with line of business and technology
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Ability to review trust agreement documents and ensure bank compliance
- Excellent verbal, written, and interpersonal communication skills
- Knowledge and understanding of estate, trust, or fiduciary administration
- Outstanding problem solving and decision making skills
- Strong relationship management skills
- Ability to provide leadership by coaching, training, and mentoring
- Leadership experience with ability to effectively manage and engage teams
- 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.