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Trust Services - Lead Business Accountability Specialist

Wells Fargo
United Statesfull_timeVerifiedPosted 12 Jun 2025
💰 $197,500/yr($111,100/yr$197,500/yr)

About the role

About this role:

Wells Fargo is seeking a Lead Business Accountability Specialist in Trust Services. This role will be responsible for driving impactful change in risk management and control centralization efforts in Trust Services.

In this role, you will:

  • Lead complex initiatives with broad impact which are designed to mitigate current and emerging business risk issues and concerns; act as key participant in large-scale, cross-functional planning for the business
  • Assess, analyze, and design complex and multi-faceted controls, protocols, and approaches with respect to risk mitigation and the control environment, including ensuring effective planning for sustainability, ongoing control adherence, reporting, measurement, technology impacts, and monitoring
  • Make decisions in complex and multifaceted situations requiring solid understanding of business’s functional area or products, operations, and regulatory environment; facilitate decision-making and issue resolution, and support implementation of developed solutions and plans; influence and lead key business partners to meet deliverables and drive new initiatives
  • Strategically collaborate and consult with peers, colleagues, and mid to senior-level managers to identify current and emerging risks associated with business activities and operations, and provide guidance in interpreting, developing, and implementing risk-mitigating strategies
  • Act as liaison for the business with external parties to support timeliness, appropriate response strategy, and effectiveness of communications and materials
  • Lead projects, teams, or serve as a peer mentor
  • Drive strategic projects that strengthen the firm’s control environment across trust operations, including risk assessments, remediation planning, and governance enhancements
  • Collaborate with key stakeholders—including legal, compliance, operations, technology, and business leadership—to ensure alignment and accountability
  • Identify control gaps and emerging risks, and lead root cause analysis and sustainable solution development
  • Prepare executive-level materials, dashboards, and reporting for risk committees, internal audit, and regulators
  • Serve as a primary point of contact for audit and regulatory engagements related to trust risk and control matters
  • Promote a culture of risk awareness and continuous improvement across business lines and control functions

Required Qualifications:

  • 5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following:  work experience, training, military experience, education

Desired Qualifications:

  • Proven experience leading complex risk management, control, or compliance initiatives within a financial institution or trust company
  • Strong understanding of trust and fiduciary operations, regulatory requirements, and enterprise risk frameworks
  • Demonstrated ability to drive cross-functional projects involving legal, compliance, operations, technology, and front-office partners
  • Excellent communication and stakeholder management skills, including the ability to influence senior leaders and external partners
  • Strategic thinker with a hands-on approach to problem-solving, risk assessment, and control remediation
  • Experience with internal audit, regulatory exams, or third-line risk reviews is a plus
  • Strong analytical skills with high attention to detail and accuracy
  • Risk Reporting
  • Metrics Creation and monitoring
  • Strong knowledge of fiduciary risk concepts, CTFA or CFP preferred
  • Ability to identify inefficiencies, opportunities to streamline business processes, and implement change
  • Proficiency with MS office (MS Word, Excel, PowerPoint)
  • Self-starter with the ability to work independently and be adaptable to changing work priorities
  • Thorough understanding of Independent Risk Management

Job Locations:

  • 550 S Tryon, Charlotte, NC 28202
  • 550 S. 4th ST, Minneapolis MN, 55415
  • 5301 Southwest Pkwy Ste 300, Austin TX, 78735
  • 2710 Pine St E Bldg, St Louis MO, 63103
  • 100 N Main St, Winston Salem NC, 27101

Job Expectations:

  • This position offers a hybrid work schedule
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Company

Wells Fargo

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