Specialty Wealth Asset Officer Senior

What is the Opportunity?

Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC–LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including providing oversight of property operations and managing transactions and asset level projects.

What Will You Do?

• Provides asset management services for their assigned portfolio of Specialty Wealth assets held in fiduciary accounts within investment guidelines and the regulatory framework.
• Manages portfolio while mitigating risk and following established company and department policies, procedures, and best practices.
• Completes all regulatory and internal requirements associated with the assets in their portfolio in accordance with established policies, procedures and practices, such as annual reviews, inspections, valuations, document retention, audit inquiries, etc.
• Oversee the operations at the asset level, either through a 3rd party or directly, including but not limited to asset performance, income collection, expense payment, 3rd party repair/maintenance activities, etc.
• Recommends and (with appropriate approvals) implements strategies for the Specialty Wealth assets of an account which incorporates client’s investment objective, account size, asset mix, liquidity and account circumstance.
• Facilitates transactions and projects of Specialty Wealth assets in accounts, including acquisitions, dispositions, exchanges, leases, capital expenditures, etc.
• Works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level.
• Coverage/communication specialty wealth asset activities as appropriate with assigned Trust Officers and other relationship managers.
• Participate in meetings and presentations that promote product and service awareness among clients, prospects, and referral sources.
• Maintain a “Satisfactory” internal and external audit review.
• Comply with policies to identify and resolve environmental issues and ADA compliance issues.
• Provide guidance to asset officers/administration officers and facilitate learning opportunities by sharing knowledge and experience in a constructive, respectful and collaborative manner.

What Do You Need to Succeed?

• Required Qualifications: 7 years of property/asset management (residential/commercial) experience necessary. Fiduciary Experience a plus.
• Additional Qualifications: Strong attention to detail and customer service orientation, Proven communication, analytical, negotiating and sales skills, coupled with computer literacy, Fiduciary Experience a plus, Proven ability to work in a multi-task environment with oversight, Works effectively within a team as well as individually, Professional Credentials such as CPM, CCIM or other relevant and recognized industry backed designations preferred.