Senior Fiduciary Specialist Job at Wells Fargo (Winston Salem)

Senior Trust Officer - Senior Fiduciary Specialist

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Philadelphia

Salary:

Not provided

Wells Fargo

Expiration Date

April 07, 2026

Requirements

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

Job Responsibility

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

Fulltime

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Senior Specialist, Modern and Contemporary South Asian Art

The Specialist, Modern and Contemporary South Asian Art, plays an integral role ...

Location

United Kingdom , London

Salary:

Not provided

Sotheby's

Expiration Date

Until further notice

Requirements

8+ years of experience in Modern and Contemporary South Asian Art through an auction house, gallery, museum, or private dealership
Scholarly training in Art History or a related field, with demonstrated expertise and a sustained engagement in Modern and Contemporary Indian & South Asian Art
Proven ability to evaluate works, produce polished research, and manage cataloguing assignments with precision and authority
Strong working knowledge of the full auction cycle, including valuations, consignments, catalogue production, sale execution, and private sales
Demonstrated success in building and servicing high-level client relationships
Strong business acumen with a track record in business-getting or a demonstrable aptitude for developing new business
Excellent written and verbal communication skills, with the ability to convey scholarly insight clearly and persuasively to clients and colleagues
Highly organized, deadline-driven, and composed under pressure, with the ability to prioritize effectively across multiple workstreams
Collaborative, flexible, and team-oriented, with a willingness to “pitch in” as needed
Fluent English required

Job Responsibility

Proactively identify, source, and secure works for Modern and Contemporary South Asian Art sales, developing coherent and dynamic business-getting strategies in partnership with colleagues across London, EMEA, and global teams
Cultivate and maintain relationships with collectors, advisors, institutions, fiduciaries, and key market stakeholders, ensuring exceptional client service and loyalty
Participate in valuation projects and proposal development, evaluating property at Sotheby’s and at client locations, including international travel as appropriate
Help drive private-sale opportunities alongside auction consignments, identifying key selling points and supporting targeted, proactive outreach
Meet individual consignment and revenue goals, contributing meaningfully to annual sales, private-sale targets, and departmental strategic objectives
Provide high-level expertise in Modern and Contemporary South Asian Art, ensuring the highest scholarly standards in cataloguing, research, and contextualization of works
Oversee or contribute to the cataloguing process, including research, catalogue entries, essays, provenance work, condition reporting, and catalog production and layout
Partner with internal and external scholars to strengthen expertise and accuracy
uphold rigorous research and editorial standards that align with Sotheby’s global criteria
Support full sale execution, including exhibition oversight, pre-sale client walkthroughs, client communication, and competitive bidding support during live auctions

Fulltime

Senior Specialist, Modern and Contemporary South Asian Art

The Specialist, Modern and Contemporary South Asian Art, plays an integral role ...

Location

United States , New York

Salary:

140000.00 - 170000.00 USD / Year

Sotheby's

Expiration Date

Until further notice

Requirements

8+ years of experience in Modern and Contemporary South Asian Art through an auction house, gallery, museum, or private dealership
Scholarly training in Art History or a related field, with demonstrated expertise and a sustained engagement in Modern and Contemporary Indian & South Asian Art
Proven ability to evaluate works, produce polished research, and manage cataloguing assignments with precision and authority
Strong working knowledge of the full auction cycle, including valuations, consignments, catalogue production, sale execution, and private sales
Demonstrated success in building and servicing high-level client relationships
Strong business acumen with a track record in business-getting or a demonstrable aptitude for developing new business
Excellent written and verbal communication skills, with the ability to convey scholarly insight clearly and persuasively to clients and colleagues
Highly organized, deadline-driven, and composed under pressure, with the ability to prioritize effectively across multiple workstreams
Collaborative, flexible, and team-oriented, with a willingness to “pitch in” as needed
Fluent English required

Job Responsibility

Proactively identify, source, and secure works for Modern and Contemporary South Asian Art sales, developing coherent and dynamic business-getting strategies in partnership with colleagues across London, EMEA, and global teams
Cultivate and maintain relationships with collectors, advisors, institutions, fiduciaries, and key market stakeholders, ensuring exceptional client service and loyalty
Participate in valuation projects and proposal development, evaluating property at Sotheby’s and at client locations, including international travel as appropriate
Help drive private-sale opportunities alongside auction consignments, identifying key selling points and supporting targeted, proactive outreach
Meet individual consignment and revenue goals, contributing meaningfully to annual sales, private-sale targets, and departmental strategic objectives
Provide high-level expertise in Modern and Contemporary South Asian Art, ensuring the highest scholarly standards in cataloguing, research, and contextualization of works
Oversee or contribute to the cataloguing process, including research, catalogue entries, essays, provenance work, condition reporting, and catalog production and layout
Partner with internal and external scholars to strengthen expertise and accuracy
uphold rigorous research and editorial standards that align with Sotheby’s global criteria
Support full sale execution, including exhibition oversight, pre-sale client walkthroughs, client communication, and competitive bidding support during live auctions

What we offer

discretionary bonus
competitive benefits package

Fulltime

Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Chicago

Salary:

300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Partner, Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Detroit

Salary:

170000.00 - 300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Business Development Specialist

Business Development Specialist - Join Our Big-Hearted Team. Are you ready to ma...

Location

United States , Surprise

Salary:

65000.00 - 75000.00 USD / Year

Sun Health

Expiration Date

Until further notice

Requirements

Bachelor's degree in a business-related field or 3 years of relevant experience required
Masters preferred
Three or more years of experience in insurance sales, senior living sales, or healthcare environment sales preferred
Demonstrated ability to achieve or exceed established referral/sales goals, preferably in a consultative sales capacity
Experience with CRM software (1 year) and digital marketing tools and techniques
Minimum 2 years in leadership capacity preferred
Ability to travel in own vehicle, and travel outside the office up to 75% of the time
current Driver's license and auto insurance is required

Job Responsibility

Complete strategic outside sales calls with current and potential referral sources that result in increased membership to Sun Health at Home (SHAH) and Vibrant Life Choices (VLC)
Manage the sales process by understanding prospective members' needs and educating them about Sun Health at Home's services and Vibrant Life Choice programs
Work assigned leads from initial contact through closing, including conducting timely home visits and providing appropriate follow-up communication
Must be able to work leads independently, conduct home visits, and successfully close sales to meet or exceed individual and team goals
Strategize with the Executive Director on creative ways to develop new opportunities and nurture existing relationships
Identify new referral prospects and develop strategic plans for establishing and nurturing positive business relationships
Interface regularly with professionals in the local area, such as fiduciaries, human resource directors, financial planners, insurance providers, social workers, ancillary care providers, non-profit organizations, senior centers, religious organizations, and related professionals
Schedule face-to-face meetings and provide education on Sun Health at Home to establish referral relationships
Conduct educational presentations to outside organizations (e.g., Rotary, clubs, etc.) to promote the product offering
Based on marketplace feedback and individual experience, participate in and respond to creative, results-driven marketing concepts to drive new lead generation

What we offer

Comprehensive health benefits (Medical, Dental & Vision)
401k with immediate vesting and up to 4% employer match
Tuition Reimbursement
Exclusive discounts through The Employee Network
Access to the Employee Association, supporting team members in need

Fulltime

Senior Fund Accountant - Real Estate

This is fund accounting and administration at its finest. Where we pair end-to-e...

Location

India , Hyderabad

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Degree level educated in a relevant area such Finance, Accounting or Economics
5-9 years of existing relevant experience in the fields of fund administration, audit or fiduciary services
Knowledge of fund industry, valuation, and accounting
Basic knowledge in accounting for investment products
Necessary understanding of securities commonly encountered in the fund industry, including equities, bonds, contract for difference, options, and futures, and the ability to account for these securities
Possess team spirit, a capacity to build strong client relationships and take initiative to act without waiting for direction (when appropriate)

Job Responsibility

Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process
Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers
Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities
Preparing the funds’ periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports
Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities
Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
Pro-actively take on additional responsibilities and administrational tasks as required by your managers or clients

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Global Head of Private Sales, Jewelry

The Global Head of Private Sales, Jewelry, will lead and expand the private jewe...

Location

United States , New York

Salary:

175000.00 - 240000.00 USD / Year

Sotheby's

Expiration Date

Until further notice

Requirements

12+ years of experience in high-value jewelry private sales, luxury asset transactions, or jewelry advisory
Proven track record of executing multimillion-dollar private jewelry sales with UHNW clientele
Extensive network of collectors, jewelry houses, gem dealers, and institutional buyers
Strong leadership and team management skills with experience overseeing an international sales team
Deep understanding of the global jewelry market, including historical and contemporary valuation, authentication, and provenance
Exceptional negotiation, communication, and relationship-building abilities

Job Responsibility

Develop and implement a global strategy for private jewelry sales, aligning with Sotheby’s broader business objectives
Identify emerging trends, investment opportunities, and client demand in the high jewelry and rare gemstone markets
Expand Sotheby’s network of UHNW collectors, jewelry maisons, dealers, and institutional buyers to drive private transactions
Cultivate and maintain relationships with top-tier collectors, private clients, jewelry houses, and industry stakeholders
Provide bespoke advisory services, curating tailored buying and selling opportunities for private clients
Oversee negotiations and ensure seamless execution of private sales transactions, ensuring discretion and confidentiality
Source and place exceptional pieces, including rare diamonds, colored gemstones, vintage and signed jewelry from prestigious houses
Partner with jewelry specialists, regional teams, and external experts to source and place high-value pieces for private sale
Work closely with marketing, legal, and finance teams to ensure compliance, risk management, and innovative sales strategies
Develop strategic partnerships with jewelry houses, estate dealers, and gemological institutions to strengthen Sotheby’s private sales presence

What we offer

Discretionary bonus
Competitive benefits package

Senior Fiduciary Specialist

Wells Fargo

Location:
United States , Winston Salem ▼
Austin

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 02, 2026

Expiration:
April 12, 2026

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