Long Beach, California

Job Description

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.

As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has created horizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams and functions currently found across WIM’s consumer businesses under a common, WIM-level organization. The group is focused on transforming from channel-based to client-focused solutions and delivery in an effort to reduce operational risk, improve efficiency, increase consistency/coordination, and bring focus on product management / development to deliver innovative growth and improve the client experience. Additionally, the new group will deliver a WIM-level culture of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation. 

This Fiduciary Team Manager will manage fiduciary administrators on the Market Service Team within the California Trust Client & Advisor Services office. Accountable for the performance of the team including retention, profit management and risk management. The team members are responsible for setting up and administering moderately complex trust accounts. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and internal and external service standards are met. Provides fiduciary oversight and answers moderately complex questions regarding trust taxability, document interpretation and fiduciary risk management. Reviews documents, ensures fees account for administrative complexity and approves discretionary distributions up to appropriate amount. Confers with Relationship Management team regarding the establishment, administration and operation of trust accounts. Coaches to behaviors that support a culture of urgency, proactivity, ownership and strong communication skills that enables a strong partnership with internal Advisors and ultimately translates to an excellent client experience within their region / assigned book of business. Responsible for recruiting, interviewing, hiring, training, and developing trust team members. Works with investment managers to value assets, and develop investment strategy.

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.


Required Qualifications

  • 6+ years of experience in one or a combination of the following industries: financial, trust, or legal; or 5+ years of experience in one or a combination of the following industries: financial, trust, or legal plus one of the following degrees or certifications: BA or higher in Trust & Wealth Management, JD, CERTIFIED FINANCIAL PLANNER (tm) or Certified Trust Fiduciary Advisor
  • 1+ year of team leadership or management experience



Desired Qualifications

  • Experience building partnerships and consulting effectively with leadership
  • Ability to develop and manage client relationships
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to review trust agreement documents and ensure bank compliance
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge and understanding of estate, trust, or fiduciary administration
  • Outstanding problem solving and decision making skills
  • Strong relationship management skills
  • Ability to provide leadership by coaching, training, and mentoring
  • Leadership experience with ability to effectively manage and engage teams
  • Ability to read and interpret legal documents



Job Expectations

  • Ability to travel up to 10% of the time



Salary Information

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

CA-Long Beach: Min: $93,900 Mid: $134,200 Max: $174,500



Street Address

CA-Long Beach: 111 W Ocean Blvd - Long Beach, CA



Disclaimer

    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 Summary

Benefits
 

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

Long Beach, California

At Wells Fargo, we’ve been proudly supporting military veterans and their families for more than 170 years.

We value the leadership, discipline, and skills you’ve gained through your service to our country and recognize the contributions our veteran team members bring to the table. We’re so committed to hiring and retaining military veterans, veterans with disabilities, National Guard members, and Reservists that we’ve made it our goal is to employ 20,000 veterans by 2020.

As a Wells Fargo team member, you’ll find a work culture that is team-oriented, collaborative, structured, and challenging. We support veterans transitioning from military service with a variety of job options, confidential resources, educational information, and career guidance. You may choose to join our Veteran’s Team Member Network, a group of thousands who share an interest in veterans’ matters, and that promotes greater awareness and job development within the veteran community. To learn more about opportunities at our company, please visit wellsfargojobs.com/military. Let’s talk about turning your military experience into a great civilian career.

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