Fiduciary Associate Manager

About this role:

Wells Fargo is seeking a Fiduciary Associate Manager. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.

In this role, you will:

• Supervise a team of individual contributor roles with low to moderate complexity and risk in Fiduciary Management Services, promoting growth, profit management, and risk management
• Engage stakeholders and internal partners associated with the function
• Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met
• Identify and recommend opportunities for process improvement and risk control development within the Fiduciary Management Services office
• Develop new business, retain or expand current relationships and coaches on business development and develop investment strategies
• Review documents, negotiate fees, and approve discretionary distributions up to appropriate amount
• Make day-to-day decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business objectives
• Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
• Provide fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management
• Collaborate with and consult with all levels of professionals including managers
• Interact directly with external customers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Fiduciary Products
• Be responsible for selection, evaluation, and development of staff

• 2+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

• Strong Communication and Excellent Customer Service Skills
• Preferred background or knowledge on US Trust Agency Accounts.
• Role will be required to work in US hours covering any of the US time zones (Eastern, Central, Mountain and Pacific time zones)
• Must have strong people management experience and must have experience in supporting blended process

• Amenable to onsite reporting in Five/Neo Building BGC Taguig City