Senior Real Estate Asset Manager (Senior Fiduciary Specialty Asset Manager)

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

As an investment manager oversees a client's portfolio of various financial assets such as stocks and bonds, the Sr Real Estate Asset Manager oversees the performance of the client's portfolio of real estate assets that range in type from retail, office, multi-family, and industrial properties to single family homes, and vacant land.

The role of the Sr Real Estate Asset Manager is to service the real estate asset management needs of our clients and partner with our sales team to develop new real estate asset management business through internal networking and partnering.

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, supervising renovation/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

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$65,800.00 - $155,900.00
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:
31 Mar 2025
* Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

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