Fiduciary Advisory Director

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.

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.

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.

Provides support to WIM in providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. BL&T further provides legal 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.

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.

• Oil, gas and mineral management.

• Legacy trust services.

• Special needs trust services.

• Managed Individual Retirement Accounts (IRA)

About this role:

Wells Fargo is seeking a Fiduciary Advisory Director... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

• 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

Office locations:

150 E 42nd St., NEW YORK, NY 10017

255 S County Rd., PALM BEACH, FL 33480-4255

433 N Camden Dr., BEVERLY HILLS, CA 90210

Required Qualifications:

• 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

Desired Qualifications:

• A BS/BA degree or higher

• A Juris Doctor (JD) degree

• CTFA or similar industry designation

• Extensive experience in trusts and estates and/or corporate fiduciary experience

• Leadership experience with ability to effectively manage and engage teams

• Strong communication skills and the ability to operate autonomously in a high-pressure environment

• Experience leading a team of trust professionals that will be responsible for supporting new business generation within the HNW/UHNW space

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.

• 25% overnight travel

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$215,000.00 - $355,000.00

Posting End Date:

30 Jan 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.