Senior Lead Fiduciary Specialist - Estate Services

Job Description

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.

BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.

Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:

• Personal trust services

• Estate services

• Philanthropic services

• Closely held asset management

• Real estate and loan asset management

• Energy asset management

• Legacy trust services

• Special needs trust services

• Managed Individual Retirement Accounts (IRA)

About this role: Wells Fargo is seeking a Senior Lead Fiduciary Specialist...

Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

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 and education

Desired Qualifications:

• Demonstrated experience leading the settlement and administration of complex estates, including coordination with attorneys, beneficiaries, tax professionals, and other fiduciary stakeholders throughout the estate settlement process.

• Proven leadership experience managing, coaching, and developing fiduciary professionals, including responsibility for training, mentorship, talent development, and fostering a high-performing team culture.

• Strong client-facing and business development skills, with experience presenting fiduciary solutions and estate planning concepts to clients, beneficiaries, financial advisors, and centers of influence.

• Exceptional relationship management abilities with a track record of building trusted partnerships with high-net-worth and ultra-high-net-worth clients, beneficiaries, financial advisors, and internal business partners.

• Experience identifying opportunities to deepen client relationships and collaborating with financial advisors and other partners to deliver comprehensive wealth management and trust solutions.

• Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer.

• Knowledge of complex estate planning strategies including tax strategies.

• Ability to read, interpret and explain will and trust documents, probate laws and tax provisions.

• JD, LLM, CFP or CTFA designations.

• Experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM +

Job Expectations:

• 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 Sensitive role will have a required absence of 2-weeks

Job Location:

• San Francisco, CA

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $167,000.00 - $260,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:

15 Sep 2026 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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.