Senior Lead Business Accountability Specialist, Wells Fargo

Wells Fargo

Location:
United States, Minneapolis ▼
Austin
Charlotte
Las Vegas
Long Beach
Saint Louis
Westlake Village
Winston Salem

Category:
Banking

Contract Type:
Employment contract

Salary:

159000.00 - 305000.00 USD / Year

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Job Description:

Wells Fargo Wealth & Investment Management provides clients access to some of the United States' leading providers of financial and investment services. This role involves providing technical fiduciary risk management expertise and reviewing complex charitable trusts.

Job Responsibility:

Provide risk management at account acceptance and provide fiduciary risk guidance in relation to account specific situations
analyze trusts and other complex legal documents relating to new and potential charitable/tax-exempt trustee accounts and provide philanthropic pre-acceptance approval or recommend declining as appropriate
review documents relating to future charitable trusteeship appointments even when no new account is needed currently
navigate technical hurdles relating to private foundation and public charity formation and administration
coordinate with internal Tax team and others in reviewing prior tax returns and account statements for successor trusteeships
help internal partners prepare for philanthropic planning conversations with donors involving charitable trusteeships
analyze and apply state-specific fiduciary and trust law requirements across a nationwide footprint
partner directly with outside counsel for the bank to coordinate trust modification court actions and nonjudicial settlement agreements
develop a deep understanding of internal policies and procedures relevant to philanthropic business and advise others regarding same
use technical expertise to assist with other duties as assigned

Requirements:

7+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience
training
military experience
education

Nice to have:

JD, LL.M, or CTFA designations
significant experience drafting or reviewing private foundation trusts, charitable remainder trusts, and charitable lead trusts
ability to identify and manage complex issues and negotiate solutions within a geographically dispersed organization
strong research and documentation skills
ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
experience resolving and working through escalated and complex issues
ability to assess current processes/procedures and make recommendations for efficiency
experience developing partnerships and collaborating with other business and functional areas
strong written, oral and interpersonal communication skills
proficient with Microsoft365 applications
strong analytical skills with high attention to detail and accuracy
self-starter with the ability to work independently and be adaptable to changing work priorities
superb writing skills

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:
August 06, 2025

Expiration:
August 14, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Lead Business Accountability Specialist