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Wells Fargo Counsel 2 - Fiduciary - WIM in San Francisco, California

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

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.

Required Qualifications

  • 2+ years of experience as a practicing attorney

  • Active State Bar membership

Desired Qualifications

  • 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