Senior Real Estate Asset Manager - Senior Fiduciary Specialty Asset Manager
Wells Fargo · San Antonio, TX · 1 mo ago
Finance$87k–$154k/yrFull-time
About This Role
Wells Fargo is seeking a Senior Real Estate Asset Manager.
In This Role, You Will
- 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 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
- Serve closely with Board of Directors and other governing bodies
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 which you will be required to work at least 3 days in the office and 2 days remote
Pay
$87,000.00 - $154,000.00
Benefits
- 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