Sr Regional Fiduciary Manager

Job Description

The Sr.RFM is responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. At the regional level, the Sr. RFM is accountable for revenue growth, client retention, business economics and risk management (provides fiduciary oversight, reviewing documents, negotiating fees and approving discretionary distributions, assuring proper controls and satisfactory audits) across fiduciary activities. The Sr. RFM provides coaching to team members in promoting solutions grounded in the application of fiduciary/prudent investment and wealth planning knowledge, as the foundation for client relationship management and expansion. The Sr. RFM is the chief advocate of fiduciary services in a market, operating as strategic wholesaler to uncover channel growth opportunities within Wealth, across Wealth, Brokerage & Retirement and Wells Fargo & Co. The Sr. RFM is responsible for delivery and fiduciary oversight of advisory-based services to clients in collaboration with Wealth Advisors, Investment Managers, Private Bankers, Financial Advisors and Centers of Influence. This role includes a heavy focus on leading team members in new business acquisition, implementing wealth plans, collaborating with Investment & Fiduciary Centers in setting-up and administering Investment & Fiduciary accounts, retaining client relationships, and developing relationships to their fullest potential by cross-selling services of The Private Bank. Typically oversees the largest and most complex Trust offices within Wealth Management.

Required Qualifications

  • 10+ years of wealth management experience
  • 5+ years of experience in one or a combination of the following: investment management, trust, or investment planning
  • 5+ years of management experience

Desired Qualifications

  • Knowledge and understanding of wealth planning, trust, estate, fiduciary law, taxation, and investments

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.


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