Wells Fargo Counsel 2 - Fiduciary - WIM in San Francisco, California
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At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
The Legal Department supports the vision, values & goals of Wells Fargo by providing expert, creative, cost-effective, and timely advice and services to all Wells Fargo businesses and support functions. We operate in accordance with the highest standards of judgment, integrity, and ethical leadership to find creative solutions that best serve our customers, prudently manage risks, and contribute to Wells Fargo's enterprise success.
Wealth and Investment Management (WIM) is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.
Wells Fargo is seeking an attorney to provide legal support to the Investment & Fiduciary Services line of business within the Wealth and Investment Management Division. This role is focused primarily in the areas of personal and charitable trust administration, fiduciary investments, probate, and general fiduciary law and provides guidance on account level fiduciary issues. This role also provides guidance to Business Groups and Enterprise Functions, including Risk, Compliance, and Control, on laws and regulations, risk and compliance policies, the Company's risk management framework and related risk containment and mitigation efforts. In addition, the role provides legal and technical advice regarding Office of the Comptroller of the Currency ('OCC') regulations and guidance regarding fiduciary related activity provided by the Bank on behalf of trusts and managed agency accounts, including management of conflicts of interest; and may participate in analysis of and response to legal, regulatory, reputational, compliance, and policy matters, including major changes in laws and regulations that may impact policies and operating procedures. Collaboration within the department and across business and enterprise functions is required to address legal and risk issues in a manner consistent with the best interests of Wells Fargo.
The position will be located in San Francisco, California.
2+ years of experience as a practicing attorney
Active State Bar membership
Ability to research law and regulations and develop advice with respect to complex legal issues using public as well as company websites and databases
Strong attention to detail and accuracy skills
Excellent verbal, written, and interpersonal communication skills
Experience preparing legal memoranda for senior attorneys and business leaders
Ability to effectively organize and prioritize work while handling multiple matters
Ability to work effectively in a complex environment with a high degree of collaboration
Effective in building partnerships, functioning well with project teams, and working for the success of the team
Other Desired Qualifications
Possess subject matter knowledge in the trust, estates and fiduciary areas of the law
Helpful to have working knowledge and experience advising trustees with respect to trust administration, breach of trust claims, fiduciary investment responsibilities, federal estate and fiduciary income tax matters, and a working knowledge of various uniform laws that inform trust and estates state legislation
Ability to work independently, assist in the resolution of client complaints, manage and resolve pre-litigation account matters, and provide subject matter expertise and support for matters in litigation
Ability to identify, escalate and oversee the handling and monitoring of specific and systemic issues that pose legal, regulatory and reputational risk to the company
Ability to advise on regulatory compliance issues and participate in regulatory inquiries, exams and audit matters
Ability to evaluate impacts based on changes in laws/regulations and develop company response
Experience reviewing and advising on policies and procedures related to areas of subject matter expertise
Knowledge of litigation trends, legal developments and legislative changes impacting the personal trust area
Strong analytical and problem solving skills and a collaborative working style, with demonstrated experience partnering with colleagues to provide expert, risk-focused, and timely support to clients
Ability to manage multiple projects concurrently
Ability to motivate, communicate, delegate and enable confidence in others
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.
Company: Wells Fargo
Req Number: 5557059
Updated: 2020-11-30 22:28:10.680 UTC
Location: San Francisco,California