Senior Lead Specialty Asset Advisory Specialist

Wells Fargo•St. Louis, MO

6d•$139,000 - $239,000

About The Position

Wells Fargo is seeking an experienced Specialty Asset Advisory Specialist to join its Specialty Asset Management team. This is a high‑profile, client‑facing role focused on advising high net worth and ultra‑high net worth clients on complex investments in real estate, energy assets, and closely held business interests. The role combines business development leadership, sophisticated asset advisory, and cross‑functional collaboration, with direct accountability for portfolio growth and client experience excellence.

Requirements

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
Ability to travel up to 50% of the time.
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.

Nice To Haves

Demonstrated experience advising high net worth clients on investment real estate
Experience optimizing performance across specialty assets, including real estate, oil, gas, mineral interests, and closely held businesses
Proven ability to lead the end‑to‑end property acquisition process
Demonstrated business development experience within private client wealth management
Track record of managing complex client portfolios and making strategic investment decisions aligned with overall wealth plans
Strong analytical skills, with advanced proficiency in MS Excel and ARGUS software
Excellent communication, presentation, and leadership capabilities

Responsibilities

Drive the onboarding of sizable specialty assets—including real estate, oil, gas, mineral interests, and closely held businesses—within an assigned territory, contributing to sustained portfolio growth
Advise high net worth clients on specialty asset investment strategies aligned with their broader wealth and fiduciary objectives
Partner strategically with Wealth and Investment Management leaders, fiduciary strategists, portfolio managers, relationship managers, and financial advisors to deliver best‑in‑class client solutions
Educate internal stakeholders on the Specialty Asset Management value proposition and capabilities to expand market penetration
Lead real estate acquisition efforts on behalf of wealth management clients, from evaluation through execution
Manage and resolve highly complex specialty asset portfolios, balancing risk, return, and client‑specific objectives
Deliver in‑depth portfolio analytics to ensure proper diversification, risk management, and long-term investment performance