Special Needs Trust Manager - Fiduciary Manager, Wells Fargo

Wells Fargo

Location:
United States, Austin ▼
Pasadena
Purchase
Wayne

Category:
Banking

Contract Type:
Employment contract

Salary:

100000.00 - 196000.00 USD / Year

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Job Description:

Manage and develop a team in Special Needs Trust Services, promoting growth, profit management, and risk management. Provide fiduciary oversight, develop business, and ensure relationships are managed according to fiduciary policies.

Job Responsibility:

Manage and develop a team of individual contributor roles with low to moderate complexity and risk in Special Needs Trust Services
Engage stakeholders and internal partners associated with the function
Assign accounts and ensure relationships are managed according to fiduciary policies and procedures
Identify and recommend opportunities for process improvement and risk control development
Develop new business, retain or expand current relationships and coaches on business development
Review documents, negotiate fees, and approve discretionary distributions
Make decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team
Interpret and develop policies and procedures for functions with low to moderate complexity
Provide fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management
Collaborate and influence all levels of professionals including managers
Interact directly with external customers
Lead team to achieve objectives
Manage allocation of people and financial resources for Fiduciary Products
Mentor and guide talent development of direct reports and assist in hiring talent

Requirements:

4+ years of Fiduciary Products experience or equivalent demonstrated through work experience, training, military experience, education
2+ years of Leadership experience
Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust and Fiduciary Advisory (CTFA)
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Knowledge and understanding of fiduciary law and federal regulations
Direct experience in drafting Special Needs Trusts, settlement trusts, planning for individuals living with special needs, and advising trustees on matters related to the administration of Special Needs Trusts
Understanding of public benefits as they relate to Special Needs Trust administration
Direct fiduciary experience administering Special Needs Trusts, Settlement Trusts, and advising on matters relating to planning for individuals living with special needs
Experience in wealth management with high-net-worth clients of at least five million dollars

Nice to have:

Juris Doctor (JD) degree
Certified Financial Planner (tm) designation
Certified Trust and Fiduciary Advisory (CTFA)
Experience in wealth management with high-net-worth clients of at least five million dollars

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
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 31, 2025

Expiration:
September 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Special Needs Trust Manager - Fiduciary Manager