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Wells Fargo · 1 day ago

Fiduciary Advisory Director

Palm Beach, FL

Full-time

Hybrid

Senior Level, Lead/Staff

$215K/yr - $355K/yr

8+ years exp

Wells Fargo is a leading provider of financial and investment services in the United States. They are seeking a Fiduciary Advisory Director to manage a national team focused on providing fiduciary advisory services and to oversee the development of fiduciary services marketing and client acquisition strategies.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Manage a national team of fiduciary strategists focused on partnering with Wells Fargo Financial Advisors to provide fiduciary advisory services to clients, prospects and centers of influence, including the development of new trust, estate and philanthropic business for the firm

Manage overall performance of the Fiduciary Strategy team, including oversight of new business pipelines, client acquisition and onboarding

Oversee the development of Wells Fargo's fiduciary services marketing, outreach and thought leadership programs, in conjunction with firmwide marketing and communications resources

Manage risk associated with the marketing and onboarding of fiduciary services business, including development and oversight of adequate due diligence activities related to pricing, Know Your Customer and business acceptance

Collaborate with and influence all levels of Wealth and Investment Management professionals, including senior leadership

Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives of Wealth and Investment Management

Develop and guide a culture of talent development to meet business objectives and strategy

Qualification

Fiduciary Advisory experienceManagement experienceTrustsEstates expertiseJuris Doctor (JD)CTFA certificationHigh-pressure environmentCommunication skillsTeam leadership

Required

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

4+ years of management or leadership experience