Senior Trust Officer; Senior Fiduciary Specialist

Position: Senior Trust Officer (Senior Fiduciary Specialist)
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace equity and inclusion in a workplace where everyone feels valued and inspired.

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.

* Oil, gas and mineral management.

* Legacy trust services.

* Special needs trust services.

* Managed Individual Retirement Accounts (IRA).

About this role:

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. Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo ()

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

Qualification…