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Senior Company Counsel - Fiduciary Investment & Personal Trust (FIPT)

Company: Wells Fargo
Location: Minneapolis
Posted on: November 17, 2019

Job Description:

Job Description
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,600 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 263,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune's 2019 rankings of America's largest corporations.
Wells Fargo Legal Department
The Legal Department strives to offer services in accordance with the highest standards of judgment, integrity and ethical leadership. The Legal Department partners with clients to find solutions that best serve customers and contribute to the success of Wells Fargo. It seeks to create a stimulating, diverse and collegial work environment in which team members collaborate effectively among themselves and with other groups throughout the company.
Wealth and Investment Management (WIM)
Wealth and Investment Management businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
The Role
We are seeking a senior fiduciary attorney to join the team of attorneys supporting the personal trust and asset management offerings of the Wealth and Abbot Downing fiduciary businesses. The candidate will provide legal counsel and advice on all aspects of the legal and regulatory framework related to personal trusts, estates, philanthropic offerings and fiduciary administration and investment management.
Provide counsel and advice on the application of a variety of laws, regulations and uniform acts including multi-state trust and probate laws that apply to the bank's investment and administrative activities as fiduciary.

  • Advise on federal regulations governing the fiduciary activities of national banks as promulgated in 12 C.F.R. Part 9, and relevant guidance, handbooks and interpretive letters of the Office of the Comptroller of the Currency (OCC).
  • Provide counsel and advice on matters involving the Internal Revenue Code and state tax laws as they impact the bank's activities and responsibilities for fiduciary accounts.
  • Provide significant fiduciary subject matter expertise on complex pre-litigation and litigation matters and claims.
  • Identify, and oversee the handling and monitoring of systemic issues and projects that pose legal, regulatory and reputational risk to the bank.
  • Identify and analyze complex legal issues arising out of strategic initiatives as well as develop conclusions and recommend solutions while working directly with key business leaders and internal partners.
  • Lead section and/or Legal Department initiatives of varying scope and complexity.
  • Actively participate and seek leadership roles in industry trade associations and bar association activity impacting the trust, estates and fiduciary areas of the law.
  • Work collaboratively with members of the section and other subject matter experts in the Legal Department to advance and coordinate effective legal support for the Wealth and Abbot Downing businesses.
  • Take an active role in the development and mentoring of other attorneys and staff.
  • Foster an environment that ensures strong communication and cooperation across the business, the Control group, Compliance, Risk and Audit to facilitate transparency, balance and credible challenge.
  • Sustain a strong risk culture that identifies and provides oversight and escalation of existing and emerging compliance and/or risk issues across business groups, legal entities, geographies, and jurisdictions; and ensure that escalated risk issues receive appropriate senior management attention.
  • Create a culture of excellence by proactively assisting with attracting, retaining and developing a team of talented and diverse legal professionals to support the Wealth and Abbot Downing business. The Candidate
    The successful candidate for this role will contribute to broad enterprise strategy with a One Wells Fargo lens and further the company's strong risk management culture by living the Vision and Values of Wells Fargo. This collaborative leader must be capable of initiating action and managing change. The position requires a leader with strong relationship management, influencing, vision and execution skills. A key differentiator will be the ability to understand and operate successfully in a complex, heavily matrixed corporate environment. The role requires a high degree of personal ownership and accountability for achievement and outcomes.

    Required Qualifications
    • 10+ years of experience as a practicing attorney; or 8+ years of experience as a practicing attorney and 2+ years of legal-related experience in one or a combination of the following areas: risk, compliance, contracts, government, regulatory, financial services, or technology. Active State Bar membership
    • Active State Bar membership

      Desired Qualifications
      • Ability to analyze legal and regulatory issues in area of practice and provide effective advice to clients on complex legal matters
      • Extensive experience conducting research and providing counsel and guidance regarding complex legal issues
      • Strong attention to detail and accuracy skills
      • Excellent verbal, written, and interpersonal communication skills
      • 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
        • Experience representing professional and corporate fiduciaries
        • California Trust, Estate and Fiduciary Expertise
        • Ability to analyze legal issues in investment advisor, asset management and fiduciary businesses and provide effective advice to clients on complex legal matters.
        • Organizational courage and willingness to make tough, informed decisions and thoughtfully share independent perspectives.
        • Strong analytical, critical thinking and problem-solving skills, coupled with an ability to translate ambiguous ideas/issues into well-defined plans/solutions with a track record for delivering results.
        • Effective communicator, both orally and in writing, able to ask well-crafted questions and present ideas in a clear and compelling manner, good listener who engenders creative thinking and teamwork.
        • An ability to develop and articulate sound proposals to key stakeholders, and an ability to influence and drive timely decision making.
        • Proven ability to cultivate relationships and collaborate with multiple stakeholders and constituencies, including business leaders, legal, audit and multiple U.S. and non-U.S. regulators.
        • Proven experience developing a strategy to support a mutual fund business and experience gaining consensus across key functional leadership areas through effective communication and successful delivery against goals and objectives.
        • Ethical integrity and proven ability to serve as a role model by reinforcing and demonstrating to your team members the core values and behavioral expectations contained in Wells Fargo's Vision, Values & Goals. Location: San Francisco, CA preferred; Charlotte, NC; Minneapolis, MN; other Wells Fargo locations may be considered


          Disclaimer

          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.

Keywords: Wells Fargo, Burnsville , Senior Company Counsel - Fiduciary Investment & Personal Trust (FIPT), Legal , Minneapolis, Minnesota

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