Apply on Employer Site

Wells Fargo · 2 days ago

Senior Lead Fiduciary Strategist (LO)

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$191K/yr - $305K/yr

7+ years exp

Wells Fargo is one of the United States' leading providers of financial and investment services, and they are seeking a Senior Lead Fiduciary Advisory Specialist. The role involves leading complex initiatives in trust and estate matters, investment management, and financial planning while providing personalized advice to high-net-worth clients.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning

Meet or exceed annual business development objectives for the market

Act as key participant in large scale planning for Fiduciary Advisory

Review and analyze complex trust structures and deliver proper recommendations

Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Interact with internal and external customers

Interact with Accountants and Attorneys

This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Qualification

Fiduciary Advisory experienceTrustEstate planningFinancialFiduciary law knowledgeAsset allocation strategiesJuris Doctor (JD) degreeCommunication skillsPresentation skills

Required

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

Preferred

In depth trust and estate planning experience focused on the HNW/UNHW space in a client-facing capacity

Extensive knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and taxation

Solid knowledge and understanding of fiduciary law and federal regulations

Experience with family dynamics or working with inter-generational families

One or more of the following credentials highly desired: Juris Doctor (JD) degree, CTFA, CPA, or CFP designations

Excellent verbal, written, and interpersonal communication skills

Strong presentation skills