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Wells Fargo Logo Wells Fargo · Banking

Senior Fiduciary Specialty Asset Manager

United States, Dallas 87000.00 - 154000.00 USD / Year · Job Posted August 10, 2025

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Job Description

Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manager to support Closely Held Asset Management within its Wealth & Investment Management division. The role involves managing a portfolio of assets, supporting client acquisition and relationship management, ensuring compliance with banking regulations, and collaborating with various professionals to meet client needs.

Job Responsibility

  • Lead or participate in management of a moderately complex portfolio of assets within wealth client management
  • Support the Closely Held Asset Management Team in managing closely held assets held in fiduciary accounts, client acquisition and relationship 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
  • 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
  • Experience with wealth management and asset management
  • Knowledge of finance, accounting and business valuation
  • Knowledge of estate planning
  • Relationship management and asset management experience in an environment serving private, high net worth clients
  • 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)
  • 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 Closely Held 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
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