About the role

Estate Services Senior Manager managing fiduciary services for high-net-worth clients at Wells Fargo. Overseeing a team, developing business strategies, and ensuring compliance with fiduciary standards in a collaborative environment.

Responsibilities

Manage and develop a team of individual contributor roles in Special Needs Trust Services, promoting growth, profit management, and risk management
Engage stakeholders and internal partners associated with the function
Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met
Identify and recommend opportunities for process improvement and risk control development within the Special Needs Trust Services team
Develop new business, retain or expand current relationships and coaches on business development and develop investment strategies
Review documents, negotiate fees, and approve discretionary distributions up to appropriate amount
Make decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business objectives
Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
Provide fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management
Collaborate and influence all levels of professionals including managers
Interact directly with external customers
Lead team to achieve objectives
Manage allocation of people and financial resources for Fiduciary Products
Mentor and guide talent development of direct reports and assist in hiring talent

6+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of Management experience
Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust and Fiduciary Advisory (CTFA)
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Knowledge and understanding of fiduciary law and federal regulations
Direct experience in drafting Special Needs Trusts, settlement trusts, planning for individuals living with special needs, and advising trustees on matters related to the administration of Special Needs Trusts.
Understanding of public benefits as they relate to Special Needs Trust administration.
Direct fiduciary experience administering Special Needs Trusts, Settlement Trusts, and advising on matters relating to planning for individuals living with special needs