Senior Real Estate Asset Manager - Senior Fiduciary Specialty Asset Manager

Wells Fargo•Minneapolis, MN

6d•$87,000 - $154,000•Hybrid

About The Position

Wells Fargo is seeking a Senior Real Estate Asset Manager to lead or participate in the management of a moderately complex portfolio of closely held business interests, including stock, real estate assets, and trust oil, gas, and mineral assets within wealth client management. This role involves assessing risk, ensuring compliance with banking regulations, and performing complex tasks such as selling/buying assets, negotiating leases, supervising renovations, inspecting assets, asset reporting, and arranging appraisals. The position requires resolving valuation methodologies and models to derive pricing estimates, leading teams to meet wealth client management deliverables, and leveraging a solid understanding of banking regulations, fiduciary standards, and Wells Fargo investment policy. Collaboration with business executives, attorneys, CPAs, internal professionals, customers, and vendors is essential for communicating recommendations and decisions. The role also involves close collaboration with the Board of Directors and other governing bodies.

Requirements

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

Nice To Haves

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

Responsibilities

Lead or participate in management of a moderately complex portfolio of closely held business interests, including stock, real estate assets and trust oil, gas and mineral asset within wealth client management
Assess risk and ensure compliance with banking regulations related to ongoing 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
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
Serve closely with Board of Directors and other governing bodies