This role supports the Fiduciary and Trust business, including High-net-worth and Ultra-high-net-worth client segments within Wells Fargo's Wealth and Investment Management team
Job Summary
This role supports the Fiduciary and Trust business, including High-net-worth and Ultra-high-net-worth client segments within Wells Fargo's Wealth and Investment Management team.
The incumbent will lead or partner with business groups to identify, assess, manage, and mitigate current and emerging investment risks while serving as a subject matter expert.
Candidates must possess strong analytical skills with high attention to detail and the ability to independently resolve moderately complex issues in a dynamic environment.
Matching Summary
This role supports the Fiduciary and Trust business, including High-net-worth and Ultra-high-net-worth client segments within Wells Fargo's Wealth and Investment Management team.
Skills & Requirements
Must-have
4+ years investment portfolio control experience
Trust or Fiduciary investments knowledge
Advanced Excel and Microsoft Office skills
Nice-to-have
CFA designation or progress toward it
Experience developing remediation plans
Ability to mentor less experienced staff
Key Requirements
4+ years of investment portfolio control experience
BS/BA degree in finance, accounting, or economics
Intermediate Microsoft Office Skills including Excel