Wells Fargo Senior Real Estate Asset Manager Fiduciary Specialty 

United States, California, San Francisco 

253869777

About this role:

WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients. These specialized fiduciary services include Real Estate Asset Management Services.

In this role, you will:

• Lead or participate in management of a moderately complex portfolio of real estate assets within wealth client management.
• Assess risk and ensure compliance with banking regulations related to on going asset review reporting activities
• Research and perform moderately complex tasks such as selling assets, buying assets, negotiating leases, supervising renovations, inspecting assets, asset reporting, and arranging appraisals as necessary
• Resolve valuation methodologies and models to derive and support pricing estimates and lead team to meet wealth client management deliverables while leveraging solid understanding of banking regulations, fiduciary standards and Wells Fargo investment policy
• Collaborate and consult with business executives, attorneys, certified public accountants, Wells Fargo internal professionals, customers and vendors to communicate recommendations, decisions and concepts derived from research

Required Qualifications:

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

Desired Qualifications:

• Experience with wealth management and asset management
• Advanced commercial real estate industry experience
• Strong computer modeling skills including robust Excel and Argus capabilities
• Certified Commercial Investment Member (CCIM)
• Certified Property Manager (CPM)
• Relationship management and asset management (and/or property management) experience in an environment serving private, high net worth clients (not institutional).
• Proven ability to manage real estate assets in a consultative fashion for clients and professionally executing acquisitions, dispositions, leasing, and/or project management assignments for various property types and other complex assignments
• Demonstrated ability to develop and enhance client relationships leading to increased revenue
• Sound judgment, problem solving, and risk assessment in the application of analytical conclusions and management recommendations
• Proven ability to build and maintain relationships and work effectively in a team environment
• Intermediate MS Office applications (Word, Excel, Outlook and PowerPoint)
• Knowledge and financial modeling
• Knowledge of estate planning
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Strong verbal, written, and interpersonal communication skills
• Strong organizational, multi tasking, and prioritizing skills
• Ability to quickly learn and develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services

Job Expectations:

• Ability to travel up to 20% of the time
• Ability to work in a hybrid environment.

Locations:

• 420 Montgomery St Frnt., San Francisco, CA 94104
• 550 S Tryon, Charlotte, NC 28202
• 1 Haywood St, Asheville NC, 28801
• 3105 Glenwood Ave, Raleigh NC 27612

Duties may include:
• Manages real estate assets and portfolios that contain an assortment of property types, primarily residential, vacant land and lots, residential rentals, and some commercial property.
• Confers with clients, vendors and other professionals regarding asset management of real estate.
• Selling assets, buying assets, negotiating leases, supervisingrenovation/maintenance/repairs,inspecting assets, internal portfolio and asset reporting, and arranging appraisals or valuations as necessary
• Provides 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.
• Develops and retains business through exceptional service to customers and internal partners.
• Provides clients with solutions to ensure client portfolios are managed to achieve maximum investment performance.

Pay Range

$65,800.00 - $155,900.00

31 Mar 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.