Fiduciary Senior Manager, Wells Fargo

Wells Fargo

Location:
United States, New York ▼
Philadelphia
Wilmington

Category:
Finance

Contract Type:
Employment contract

Salary:

126400.00 - 287600.00 USD / Year

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Job Description:

Wells Fargo is seeking a Fiduciary Senior Manager to oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and associates located in our Northeast offices, with responsibility for managing the firm’s trust and agency account administration for high-net worth and ultra-high net worth clients of Wells Fargo Wealth and Investment Management.

Job Responsibility:

Manage and develop a team of trust officers and associates (including individual contributors and managers), responsible for serving Wells Fargo clients in both a fiduciary and agency capacity
Drive a culture of professional excellence across their regional teams, including building relationships with Wells Fargo Financial Advisors, strong mentorship and apprenticeship, independent thinking and fiduciary judgment, and creating a positive client experience
Assign accounts and ensure relationships are managed according to fiduciary policies and procedures and standards
Identify and recommend opportunities for process improvement and risk control development to ensure the Trust Services business is managed consistently across the organization
Serve as an escalation point for trust officers, financial advisors and clients
Lead team in new business-related efforts and acquisitions
Implement estate plans and collaborate with investment and risk partners to ensure compliance with relevant laws and regulations
Oversee budget and personnel management for the region, including financial reporting and success metrics
Determine appropriate strategy and actions of regional team members to meet risk management deliverables
Collaborate with Trust Services leadership, risk partners and other regional leaders to ensure consistent execution and quality of service across the organization
Collaborate with and influence all levels of professionals, including managers, advisors and firm leadership
Interact directly with clients, as needed, in support of Trust Services and the broader WIM business
Develop and guide a culture of talent development to meet business objectives and strategy

Requirements:

6+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of Management experience
A BS/BA degree or higher
A Juris Doctor (JD) degree
CTFA or similar industry designation
6+ years of 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

Nice to have:

A BS/BA degree or higher
A Juris Doctor (JD) degree
CTFA or similar industry designation
6+ years of 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:
June 04, 2025

Expiration:
June 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Fiduciary Senior Manager