Senior Lead Fiduciary Specialist - Estate Services

Wells Fargo

Colorado, US
Base: $139,000.00 - $260,000.00; bonus/equity: inc...
Fiduciary account administration
Complex fiduciary relationships
Client-facing fiduciary expertise
Lead a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts

Job Summary

  • Lead a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts.
  • Engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework.
  • Wells Fargo provides eligible employees with a comprehensive set of benefits, including health benefits, 401(k) Plan, and paid time off.

Matching Summary

Lead a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts.

Salary

Base: $139,000.00 - $260,000.00; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive set of benefits

Skills & Requirements

Must-have

  • Fiduciary account administration
  • Complex fiduciary relationships
  • Client-facing fiduciary expertise
  • Risk management framework
  • Internal policy adherence

Nice-to-have

  • Solutions-oriented mindset
  • Strong conflict resolution skills
  • Effective team collaboration
  • Proactive process improvement

Key Requirements

  • 7+ years of Fiduciary Products experience
  • J.D., CTFA or CFP desired
  • Ability to work effectively within a team
  • Strong organizational skills
  • Solutions-oriented
  • Strong conflict resolution skills
  • Strong leadership, communication and presentation skills

Work Rights

Not specified

Tailored Resume

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