Regional Fiduciary Relationship Specialist Manager (LO)

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application. 

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence.

We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

• Wells Fargo Private Bank serves high-net-worth individuals and families.
• Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers. 
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

The Regional Fiduciary Relationship Specialist Manager (LO) is responsible for managing, coaching and development of the Fiduciary Relationship Specialist (FRS) team for adherence to the Trust Services model, including attainment of growth and financial objectives and ensuring observance to compliance regulations and policies. Accountable for the performance of a business unit/segment including revenue, risk, and expense management (including budget). Key areas of focus include new client acquisition, client retention, relationship management, needs assessment, full balance sheet advice and planning, and advice model execution integrating knowledge and fiduciary principles as well as integrating Specialized Wealth Services referrals. Responsible for developing and maintaining partnerships with our Client Management and Service Management teams, as well as COIs, across WIMs lines of business and channels, and with the Community Bank. Role includes identifying, making, and receiving referral opportunities across WIM and WF. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Coordinates with the Fiduciary Team Managers. Drives administrative activities to Service Management resources. Ensures a proactive FRS will bring value to the account. Provides fiduciary oversight and answers the most complex questions regarding taxability, document interpretation and fiduciary risk management. Performs high level client sales management and ensures that delivery services are satisfactory to the clients.  

All Wealth Management locations will be considered for this position. 

Salary range is determined by the location of the job. 

The salary range displayed below is based on a Full-time 40 hour a week schedule.

NC-Winston Salem: Min: $100,900 Mid: $144,200 Max: $187,500
NV-Las Vegas: Min: $100,900 Mid: $144,200 Max: $187,500

May be considered for discretionary bonus.

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.

As an Employee Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically, you will: 

• Lead your team with integrity and create an environment where your employees feel included, valued, and supported to do work that energizes them.
• Accomplish management responsibilities which include sourcing and hiring talented employees, providing ongoing coaching and feedback, recognizing and developing employees, identifying and managing risks, and completing daily management tasks.
   

• 8+ years of experience in one or a combination of the following: relationship management, business development, financial, fiduciary, or legal; or 6+ years of trust administration experience
• 5+ years of management experience

• Extensive knowledge and understanding of trust, fiduciary law, and federal regulations
• Ability to develop and maintain strong, effective relationships
• Excellent verbal, written, and interpersonal communication skills
• Relationship management experience
• Ability to drive and lead organizational change in a dynamic environment
• Ability to lead projects/initiatives with high risk and complexity
• Ability to manage a virtual or remote team
• Ability to read and interpret legal documents
• Ability to review trust agreement documents and ensure bank compliance
• Outstanding problem solving and decision making skills
• Certified Trust and Financial Advisor (CTFA)
• Ability to provide leadership by coaching, training, and mentoring
• Leadership experience with ability to effectively manage and engage teams

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
• Ability to travel up to 25% of the time

The salary range displayed below is based on a Full-time 40 hour a week schedule.

NC-Winston Salem: Min: $100,900 Mid: $144,200
NV-Las Vegas: Min: $100,900 Mid: $144,200

• All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
  
  Relevant military experience is considered for veterans and transitioning service men and women.
  Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits
 

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.