Senior Lead Fiduciary Specialist, Wells Fargo

Wells Fargo

Location:
United States, Austin ▼
Dallas

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Lead Fiduciary Specialist role at Wells Fargo's Banking, Lending, & Trust division, serving high-net-worth and ultra-high-net-worth individuals and families with banking, custom lending, and trust services including investment management, trust administration, specialty trusts, custody, tax, and specialty assets.

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
Identify and recommend opportunities for process improvement and control development
Serve as a subject-matter expert on fiduciary administration
Serve as an escalation point for team members regarding client-related matters
Act as a thought leader and culture carrier for the firm
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

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

Additional Information:

Job Posted:
August 28, 2025

Expiration:
September 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Lead Fiduciary Specialist