Fiduciary Advisory Director

Wells Fargo

Fiduciary Advisory Director overseeing the development and onboarding of new business for Wells Fargo Trust. Managing a team of specialists to help high net worth clients with estate plans.

Posted 7/15/2026full-timeDallas • Texas • 🇺🇸 United StatesLead💰 $215,000 - $355,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive Fiduciary Advisory expertise and strong leadership capabilities, with a focus on team development, client relationship management, and strategic business growth within the financial services sector.

Highest-signal resume keywords

Fiduciary Advisory ExperienceTeam ManagementClient Relationship DevelopmentBusiness Development StrategyLeadership Experience

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

CollaborationCommunicationThought Leadership

Industry Keywords

Wells Fargo TrustBusiness DevelopmentOnboardingClient RelationshipsLegal Community EngagementMarketing InitiativesRisk ManagementTalent DevelopmentService QualityMidwest and Texas Regions

About the role

Key responsibilities & impact

Manage and develop a team of Fiduciary Strategists responsible for business development and the onboarding of new and expanded client relationships for Wells Fargo Trust’s platform in the Midwest and Texas regions.
Drive awareness of Wells Fargo Trust’s broad capabilities throughout the Wells Fargo Advisors community, including developing relationships with divisional and market leaders.
Develop achievable goals for team members, in alignment with Wells Fargo Trust’s business plan, and ensure team members have the resources and guidance necessary to meet those goals.
Engage with centers of influence throughout the regions, including members of the legal and planning communities, to increase awareness and connectivity with Wells Fargo Trust’s service offerings.
Serve as a thought leader to the regions on topics relevant to the Wells Fargo Trust business, including the production of content for internal and external marketing and educational initiatives.
Collaborate with Wells Fargo Trust leadership, risk partners and other regional leaders to ensure consistent execution and quality of service across the organization.
Interact directly with clients, as needed, in support of Wells Fargo Trust and the broader WIM business.
Identify and develop new talent in the regions to meet short- and long-term business objectives and strategy.

Requirements

What you’ll need

10+ years of Fiduciary Advisory 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

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