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Counsel 3 - Private Wealth Management/Wealth Client Solutions Division

Company: Wells Fargo Bank
Location: Daly City
Posted on: February 16, 2020

Job Description:

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.

Wells Fargo is seeking an experienced attorney to provide legal support to our Private Wealth Management/Wealth Client Solutions Division, including the Abbot Downing and Investment & Fiduciary Services lines of business, in the areas of personal trust administration, fiduciary investments, probate and general fiduciary law. This role provides guidance to management on legal and regulatory matters? impacting? business strategy and policy.? 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 regarding fiduciary related activity provided by the Bank on behalf of trusts and managed agency accounts, including management of conflicts of interest; and may lead 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. May coach and mentor more junior staff, and may lead initiatives of varying scope and complexity.

The position will be located in San Francisco, California.

Required Qualifications

--- 5+ years of experience as a practicing attorney
--- 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

--- Possess significant subject matter expertise in the trust, estates and fiduciary areas of the law with emphasis on issues involving claims of breach of trust in trust administration, charitable issues, fiduciary investment responsibilities, 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 complex pre-litigation account matters, and provide subject matter expertise and support for significant 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
--- Experience as a recognized expert in complex field(s) of law, providing expert legal services to senior management and significant groups in highly complex legal field(s)
--- 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
--- Ability to take an active role in the education, mentoring and training of less experienced team members

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 Bank, San Francisco , Counsel 3 - Private Wealth Management/Wealth Client Solutions Division, Legal , Daly City, California

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