Real Estate Asset Manager, Wells Fargo

Wells Fargo

Location:
United States, San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

66400.00 - 118000.00 USD / Year

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Job Description:

Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services within its Wealth & Investment Management division. Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, planning, and retirement products and services to meet clients’ unique needs and to help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. 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.

Job Responsibility:

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

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
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

What we offer:

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

Additional Information:

Job Posted:
May 01, 2025

Expiration:
May 11, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Real Estate Asset Manager

Wells Fargo

Location:United States, San Francisco

Category:Finance

Contract Type:Not provided