Head of Account Handling, Legal Services and Estate Care Center, CSBB Operations Executive, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Banking

Contract Type:
Employment contract

Salary:

250000.00 - 420000.00 USD / Year

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Job Description:

The Head of Account Handling, Legal Services and Estate Care Center, CSBB Operations Executive is a newly established executive role reporting directly to the CSBBO Head of Banking Operations. This leader will oversee a large-scale organization delivering a broad spectrum of essential services to Wells Fargo customers and related parties. These include estate care (support to beneficiaries and representatives of deceased customers), legal order processing (such as garnishments and summons and subpoenas), monitoring and escheatment of unclaimed property, and various account maintenance and resolution activities.

Job Responsibility:

Strategic Leadership: Engage with leaders and employees to understand business strengths and opportunities
Establish performance metrics, routines, and reporting to monitor and celebrate team success
Cross-Functional Collaboration: Partner with Lines of Business, HR, Finance, Risk, Compliance, Legal, Technology, and Operations to build a strong culture and deliver best-in-class services
Program Oversight & Risk Management: Assess program interdependencies, drive resiliency, ensure control ownership, and provide transparency to executive leadership and regulators
Executive Communication & Governance: Deliver coordinated oversight through presentations, networking, and reporting to senior leadership and regulatory bodies

Requirements:

8+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management experience
Proven experience to lead large, (1000+) complex, cross-functional teams and programs including highly matrixed, fast-paced environment with evolving technology and regulatory landscapes
Strong background in risk management, automation, and operational optimization
Executive presence with excellent communication and presentation skills
Demonstrated ability to influence and collaborate across a matrixed organization
Experience in financial services with a focus on regulatory and customer-facing operations
Ability to translate complex technical and business concepts into clear, actionable strategies
Passion for talent development and fostering an inclusive workplace
Strong decision-making and problem-solving skills with a bias for action
Experience influencing strategic direction and operational execution across Banking Operations
Knowledge of compliance with regulatory requirements and delivers high-quality customer experience
Experience with internal and external stakeholders including senior leadership and regulators
Deep operational knowledge and the ability to manage interdependent initiatives

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:
October 03, 2025

Expiration:
October 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Head of Account Handling, Legal Services and Estate Care Center, CSBB Operations Executive

Wells Fargo

Location:United States, Charlotte

Category:Banking

Contract Type:Employment contract