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 Trust Advisor (Lead Fiduciary Specialist) within Wells Fargo Trust, part of Wealth & Investment Management. This position will support the Personal Trust Services market team, providing fiduciary administration and guidance for high-net-worth and ultra-high-net-worth clients and their families. Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)
In this role, you will:
- Administer a book of complex fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable laws
- Engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework
- Independently resolve complex issues while leveraging solid knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts
- Proactively identify and recommend opportunities for process improvement and control development
- Lead fiduciary administration for complex accounts, and advise on the interpretation of nuanced legal instruments and ensure adherence to fiduciary standards across the team
- Actively train and serve as peer mentor to lower-level staff
- Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers to resolve issues and achieve goals
- Participate in appropriate marketing and business development initiatives in partnership with team leaders
- Identify opportunities to strengthen processes, controls, and the overall client experience
Required Qualifications:
- 5+ 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:
- Strong knowledge of trust, estate, and fiduciary administration, including experience administering complex fiduciary relationships.
- Ability to read, interpret, and apply trust agreements, estate documents, and other legal instruments while ensuring compliance with fiduciary standards and bank requirements.
- Demonstrated risk management, compliance, analytical, and problem-solving skills, with strong attention to detail and accuracy.
- Experience effectively communicating and building relationships with high-net-worth clients, beneficiaries, co-trustees, advisors, and internal partners.
- Ability to exercise independent judgment when addressing complex fiduciary matters and resolving client or account issues.
- Bachelor’s degree or higher in a relevant field, such as law, trust, wealth management, finance, or a related discipline; JD/LLM or Certified Trust and Financial Advisor (CTFA) designation is preferred.
- Strong verbal, written, interpersonal, and organizational skills, with the ability to collaborate across teams and interact effectively with all levels of an organization.
Job Expectations:
- This position offers a hybrid work schedule
- This position is not eligible for Visa sponsorship
Job Location:
- 5301 Southwest Pkwy, Ste 300, Austin TX 78735
Posting End Date:
15 Oct 2026
*Job posting may come down early due to volume of applicants.
