Senior Lead Fiduciary Specialist - Estate Services, Wells Fargo

Wells Fargo

Location:
United States, Minneapolis ▼
Austin

Category:
Banking

Contract Type:
Employment contract

Salary:

139000.00 - 239000.00 USD / Year

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Job Description:

Senior Lead Fiduciary Specialist position at Wells Fargo's Banking, Lending, & Trust (BL&T) division, serving high-net-worth and ultra-high-net-worth individuals and families with trust and estate services, including personal trust services, estate services, philanthropic services, closely held asset management, real estate and loan asset management, oil, gas and mineral management, legacy trust services, special needs trust services, and managed Individual Retirement Accounts (IRA).

Job Responsibility:

Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts
Administer a book of 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 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 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
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 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
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

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
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

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 10, 2025

Expiration:
September 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Lead Fiduciary Specialist - Estate Services