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Fiduciary Manager
| Company | Wells Fargo |
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| Location | Long Beach, CA, USA |
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| Salary | $106300 – $188900 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, JD |
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| Experience Level | Mid Level, Senior |
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Requirements
- 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of Leadership experience
Responsibilities
- Manage and develop a team of individual contributor roles with low to moderate complexity and risk in Fiduciary Management Services, promoting growth, profit management, and risk management
- Engage stakeholders and internal partners associated with the function
- Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met
- Identify and recommend opportunities for process improvement and risk control development within the Fiduciary Management Services office
- Develop new business, retain or expand current relationships and coaches on business development and develop investment strategies
- Review documents, negotiate fees, and approve discretionary distributions up to appropriate amount
- Make decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business objectives
- Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
- 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
Preferred Qualifications
- A BS/BA degree or higher
- A Juris Doctor (JD) degree
- CTFA or similar industry designation
- Deep experience with trusts and estates and/or corporate fiduciary experience
- Knowledge and understanding of trust, trust administration, fiduciary law, and federal regulations/operations
- Leadership experience with ability to effectively manage and engage teams
- Strong communication skills and the ability to operate autonomously in a high-pressure environment
