Senior Trust Officer; Senior Fiduciary Specialist

Senior Trust Officer

Wells Fargo is seeking a Senior Trust Officer to join the Personal Trust Market Service Team, a critical function within Wealth & Investment Management that supports high-quality fiduciary administration and client service delivery across personal trust accounts.

In this role, you will serve as a key fiduciary partner responsible for the administration of complex trust, estate, and fiduciary accounts. You will work closely with Market Trust teams, Relationship Managers, and internal partners to ensure consistent execution of trust account management, adherence to fiduciary standards, and alignment with client objectives.

The Senior Trust Officer will bring a deep understanding of trust administration, risk management, and regulatory requirements, while delivering a high level of service to clients and stakeholders. This role requires strong judgment, attention to detail, and the ability to manage multiple priorities in a dynamic, team-oriented environment.

In this role, you will:

• Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
• Identify and recommend opportunities for process improvement and control development.
• Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
• Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
• Actively train and mentor junior team members.
• Participate in marketing and development initiatives, in conjunction with team leaders.

Required Qualifications:

• 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education.

Desired

Qualifications:

• Demonstrated expertise in trust/estate terminations and transfers, including final distributions, trustee transitions, asset movement controls, and audit-ready documentation
• Strong HNW client orientation with excellent written and verbal communication skills; ability to explain complex fiduciary matters clearly to beneficiaries, attorneys, and advisors
• Executive presence with experience presenting concise updates, risks, and recommendations to senior leadership and driving decisions/escalations to closure
• Proven track record managing high net worth client relationships and portfolios
• Experience with complex trust structures
• J.D. and/or CTFA preferred
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
• Demonstrate a high level of organizational skills, including time and priority management.
• Collaborate effectively with relationship team members, client's advisors and other colleagues.
• Solutions-oriented and able to operate within a diverse, fast-paced environment.
• Strong conflict resolution skills.

Job Expectations:

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship.
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Job Location:

• 6325 Rainbow Blvd, Las Vegas NV, 89118

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$77,000.00 - $

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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