Fiduciary Manager, Wells Fargo

Wells Fargo

Location:
United States, Las Vegas

Category:
Banking

Contract Type:
Employment contract

Salary:

96600.00 - 171800.00 USD / Year

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Job Description:

Wells Fargo is seeking a Fiduciary Manager to lead and develop teams, manage fiduciary accounts, and ensure compliance with regulations, while also contributing to business development and enhancing investment strategies.

Job Responsibility:

Manage and develop a team of individual contributor roles with low to moderate complexity and risk in Fiduciary Management Services, promoting growth, profit management, and risk management
Engage stakeholders and internal partners associated with the function
Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met
Identify and recommend opportunities for process improvement and risk control development within the Fiduciary Management Services office
Develop new business, retain or expand current relationships and coaches on business development and develop investment strategies
Review documents, negotiate fees, and approve discretionary distributions up to appropriate amount
Make decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business objectives
Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
Provide fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management
Collaborate and influence all levels of professionals including managers
Interact directly with external customers
Lead team to achieve objectives
Manage allocation of people and financial resources for Fiduciary Products
Mentor and guide talent development of direct reports and assist in hiring talent

Requirements:

4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of Leadership experience

Nice to have:

A BS/BA degree or higher
A Juris Doctor (JD) degree
CTFA or similar industry designation
Deep experience with trusts and estates and/or corporate fiduciary experience
Knowledge and understanding of trust, trust administration, fiduciary law, and federal regulations/operations
Leadership experience with ability to effectively manage and engage teams
Strong communication skills and the ability to operate autonomously in a high-pressure environment

What we offer:

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

Additional Information:

Job Posted:
July 03, 2025

Expiration:
July 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Fiduciary Manager