Senior Lead Special Needs Trust Advisor

Wells Fargo

Senior Lead Trust Advisor managing Special Needs Trusts for high-net-worth clients at Wells Fargo. Overseeing fiduciary relationships and providing personalized wealth management solutions.

Posted 7/10/2026full-timePasadena • California • 🇺🇸 United StatesSenior💰 $191,000 - $305,000 per yearWebsite

About the role

Key responsibilities & impact

Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal requirements
Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs
Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners
Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking
Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal or external customers, Accountants and Attorneys
Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm
Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business objectives and drive execution
Mentor and guide team members to maximize talent and potential; act as an escalation regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions

Requirements

What you’ll need

7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
CTFA, JD, L.L.M or CFP designation
Extensive experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax
Demonstrated experience in growing fiduciary business and supporting financial advisors and private bankers to serve their clientele
Ability to travel up to 50% to join client and Financial Advisor meetings

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Trust AdministrationFinancial PlanningAnalytical ThinkingClient Relationship ManagementInvestment AllocationDiscretionary Distribution ApprovalBusiness DevelopmentRegulatory ComplianceProblem ResolutionTeam Leadership

Soft Skills

CollaborationMentoringCommunicationCreativityVisionary Leadership

Certifications

CTFAJDL.L.MCFP