"Alerted.org

**About this role:** (recommending streamlining section)

Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth and Investment Management. Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services in a variety of settings. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

In this role, you will:

+ Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts

+ Administer a book of fiduciary relationships, 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

+ Serve as an escalation point for team members regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions

+ 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

+ Lead team to achieve business objectives and drive execution

+ Participate actively in Wells Fargo Trust's training and mentorship programs

+ Participate in marketing and development initiatives, including building connectivity with centers of influence

Required Qualifications:

+ 7+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

+ 5+ years of demonstrated experience supporting financial advisors and clients on complex financial, tax and legal concepts related to trust products and services

+ Demonstrated experience guiding and advising junior trust officers and administrators

+ Solutions-oriented and able to operate within a fast-paced environment

+ J.D. and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred

+ Collaborate effectively with relationship team members, client’s advisors and other colleagues

+ 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

+ Strong conflict resolution skills

Posting Location:

+ 550 S 4th Street – Minneapolis, MN 55415

+ Required location listed above. Relocation assistance is not available for this position.

Job Expectations:

+ Ability to travel up to 20% of the time

+ 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

+ This position is not eligible for Visa sponsorship

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$120,400.00 - $250,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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

Posting End Date:

17 Jun 2025

*** **_Job posting may come down early due to volume of applicants._

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-463599