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About this role:
Wells Fargo is seeking a Senior Fiduciary Specialist Special Needs Trust Services in Banking, Lending and Trust. The position is part of Wealth and Investment Management and you can learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Administer large and complex trust portfolio initiatives and deliverables within Fiduciary functional area and contribute to large scale planning
Coordinate with business partners regarding investment management issues
Identify issues and research across jurisdictions
Create, enhance, and expand customer relationships
Review and analyze large, complex business trust asset portfolio challenges that require an in depth evaluation of variable factors
Develop new business through servicing customers and interaction with external resources
Manage probate and trust estates following the death of an existing Wells Fargo client
Oversee complex, unique needs of estates and trusts during the death settlement process
Resolve moderately complex trust asset portfolio issues and lead Fiduciary team to meet servicing deliverables
Consult with outside attorneys, accountants, and other Centers of Influence in managing and controlling risk
Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Understanding of wealth management practices including financial and/or estate planning
Experience with and understanding of special needs trusts and restrictions on trust distributions based on the client's benefits eligibility.
Experience with court accounting reporting requirements.
CTFA - Certified Trust And Financial Advisor
CFP-Certified Financial Planner
Knowledge and understanding of Federal and State trust laws
A Juris Doctor (JD) degree or A Legum Magister (LLM) degree
Ability to interact with all levels of an organization
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to work effectively, as well as independently, in a team environment
Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment
Experience in a client facing environment
Demonstrated ability to develop and enhance client relationships leading to retention and increased revenue
Sound judgment, problem solving, and risk assessment in the application of analytical conclusions and management recommendations
Locations:
5301 Southwest Pkwy Ste 300, Austin, TX 78735
350 W Colorado Blvd., Pasadena, CA 91105
2500 Westchester Ave., Purchase, NY 10577
150 Radnor-Chester Rd., Wayne, PA 19087
Salary Range:
Austin, TX $73,100- $129,900
Pasadena, CA $80,400- $143,000
Purchase, NY $87,700- $155,900
Wayne, PA $80,400- $143,000
Posting End Date: 23 Oct 2024 *Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.