Senior Lead Fiduciary Specialist - Estate Services, Wells Fargo

Wells Fargo

Location:
United States, Denver

Category:
Banking

Contract Type:
Employment contract

Salary:

153000.00 - 239000.00 USD / Year

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Job Description:

Senior Lead Fiduciary Specialist role in Estate Services at Wells Fargo, responsible for leading a team of fiduciary professionals, administering complex trust and fiduciary relationships, analyzing trust and estate documents, implementing client estate plans, and ensuring accounts are managed according to fiduciary principles and applicable laws.

Job Responsibility:

Lead a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts
Lead the strategy and resolution to administer a book of highly complex fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable laws
Engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework
Maintain a strong knowledge of internal policies and procedures including distributions, account maintenance, account opening and closing, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts
Proactively identify and recommend opportunities for process improvement and control development
Provide enterprise-level fiduciary expertise and strategic leadership, oversee the interpretation of highly complex governing instruments, and ensure firm-wide adherence to fiduciary principles and prudent investing standards
Serve as an escalation point for team members regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions
Act as an advisor and lead team to achieve business objectives and drive execution
participate actively in Wells Fargo Trust's training and mentorship programs
Participate in marketing and development initiatives, including building connectivity with centers of influence
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions

Requirements:

7+ years of Fiduciary Products experience, or equivalent demonstrated through work experience, training, military experience and education
J.D. and/or CTFA preferred
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
Demonstrate a high level of organizational skills, including time and priority management
Collaborate effectively with relationship team members, client’s advisors and other colleagues
Solutions-oriented and able to operate within a diverse, fast-paced environment
Strong conflict resolution skills
Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients

Nice to have:

J.D. and/or CTFA preferred
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
Solutions-oriented and able to operate within a diverse, fast-paced environment
Strong conflict resolution skills
Strong leadership, communication and presentation 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:
September 15, 2025

Expiration:
September 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Lead Fiduciary Specialist - Estate Services