Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:

• Personal trust services

• Estate services

• Philanthropic services

• Closely held asset management

• Real estate and loan asset management

• Energy asset management

• Legacy trust services

• Special needs trust services

• Managed Individual Retirement Accounts (IRA)

About this role:

Wells Fargo is seeking a Senior Regional Real Estate Asset Manager ...

Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

• Provide leadership and oversight of real estate asset and investment management and client servicing for a complex portfolio of assets in accordance with the governing instruments, fiduciary laws, bank policies and procedures

• Manage staff levels including selection and development of staff and asset loads

• Engage and influence regional wealth management leadership in design and implementation of strategic business plans for the region

• Identify and recommend opportunities to create, enhance and expand clients' wealth management relationships, ensuring that all relationships are managed according to fiduciary policies and procedures

• Assist with design and implementation of strategic business plans for region, working closely with Real Estate Advisory Specialist for region and Real Estate Asset Management leadership

• Determine appropriate strategy and actions of wealth client management team to meet high risk deliverables

• Interpret and develop risk management in accordance with Wells Fargo policies for solutions to complex real estate problems, design and structure individual portfolios to meet specific client objectives and provide in-depth portfolio analytics to ensure client portfolios achieve maximum investment performance

• Collaborate with and influence clients, relationship team, real estate advisory specialist and national director for real estate asset management and work closely with specialized wealth services leadership to shape strategy and vision

• Act as advisor to trust specialists, planners, investment managers, and other specialists who serve as the client's service team

• Manage allocation of people and financial resources for Fiduciary Specialty Asset Products

• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 7+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 3+ years of management or leadership experience

Desired Qualifications:

• A Master of Business Administration (MBA), Master of Accounting, or a Juris Doctor (JD) degree

• Financial accounting and financial analysis experience

• Knowledge and understanding of accounting, business, or law

• Experience building partnerships and consulting effectively with leadership

• Knowledge and understanding of analytical methods used to evaluate financial statements

• Ability to deliver professional presentations prepare professional written and verbal communications

Job Expectations:

• Up to 15% Travel

• This position offers a hybrid work schedule

• This position is not eligible for Visa sponsorship

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

*Job posting may come down early due to volume of applicants.