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About the Role

Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust responsible for offering personalized advice and wealth management related to Special Needs Trusts for HNW and UHNW clientele. This role will review and implement complex estate planning documents, identify and mitigate risks, manage beneficiary and centers of influence (COI), and work with internal and external partners. The advisor will also contribute to the growth of the wealth management business by promoting Special Needs Trust Services.

Responsibilities

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

7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This role will have a 2-week Required Absence

Skills

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

Location

Western states

Work Type

Onsite

Experience Level

Senior Lead

Education Level

CTFA, JD, L.L.M or CFP designation

Salary/Compensations

$191,000.00 - $305,000.00

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

About the Company

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.
BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.
Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: Personal trust services, Estate services, Philanthropic services, Closely held asset management, Real estate and loan asset management, Energy asset management, Legacy trust services, Special needs trust services, Managed Individual Retirement Accounts (IRA)

Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.
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.
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.