Wells Fargo

Fiduciary Director

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Minneapolis • Minnesota • Texas • United States

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Salary

💰 $185,000 - $300,000 per year

Job Level

Lead

About the role

  • Manage and develop trust centers, associated support, and specialty teams within Information, Management and Technology in roles with focus on delivering moderate complexity and risk
  • Engage and influence stakeholders, internal partners and peers associated with the Information, Management and Technology functions or affected by its outcome
  • Provide leadership and mentoring the professional development of information, Management and Technology team
  • Identify opportunities and strategies for process improvement and risk control development within Fiduciary Management team
  • Ensure the delivery of exceptional customer service, effectively resolve escalated problems or issues
  • Oversee conduct and management responses to internal audits, risk assessments, regulatory reviews as well as management and maintenance of effective systems to ensure satisfactory audit and serviced standards are met
  • Lead Fiduciary Management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables
  • Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
  • Collaborate and influence all levels of professionals including managers as well as interact directly with external customers
  • Lead team to achieve objectives
  • Manage allocation of people and financial resources for Fiduciary Products Group
  • Develop and guide a culture of talent development to meet business objectives and strategy

Requirements

  • 8+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 4+ years of management or leadership experience
  • A BS/BA degree or higher
  • A Juris Doctor (JD) degree
  • CTFA or similar industry designation
  • Extensive experience in 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
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Fiduciary Productstrust administrationrisk assessmentprocess improvementaudit managementpolicy developmentfinancial resource managementcustomer servicestrategic decision makingteam leadership
Soft Skills
stakeholder engagementmentoringinfluencingproblem resolutioncollaborationtalent developmentcommunicationorganizational skillsteam managementcustomer interaction
Certifications
CTFAJuris Doctor (JD)BS/BA degree