Senior Real Estate Asset Manager - Senior Fiduciary Specialty Asset Manager

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do.
 

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.

BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies.

Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:

• Personal trust services.

• Estate services.

• Philanthropic services.

• Closely held asset management.

• Real estate and loan asset management.

• Energy asset management.

• Legacy trust services.

• Special needs trust services.

• Managed Individual Retirement Accounts (IRA)

About this role:

Wells Fargo is seeking a Senior Real Estate Asset Manager... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

Job Summary – Senior Real Estate Asset Manager​

The Senior Real Estate Asset Manager is responsible for managing a portfolio of real estate assets held within Wealth & Investment Management fiduciary relationships. This role oversees asset performance, valuation, risk management, and regulatory compliance while acting in the best interests of clients and beneficiaries. The position requires expertise in real estate operations, lease negotiations, property transactions, asset valuations, and fiduciary administration.

The Senior Real Estate Asset Manager partners with attorneys, CPAs, business executives, clients, vendors, and internal Wells Fargo stakeholders to develop and execute asset management strategies. Responsibilities include evaluating and reporting on asset performance, coordinating appraisals, supervising property improvements and renovations, conducting site inspections, and supporting the acquisition or disposition of real estate assets. The role also ensures adherence to banking regulations, fiduciary standards, and company investment policies while providing recommendations to committees, clients, and other stakeholders. 

Success in this position requires strong analytical and valuation skills, knowledge of real estate markets and fiduciary asset management, sound risk assessment capabilities, and the ability to influence stakeholders through effective communication and relationship management.

In this role, you will:

• Manage a portfolio of real estate assets within fiduciary relationships.

• Conduct asset reviews, valuations, and performance reporting.

• Oversee property acquisitions, dispositions, lease negotiations, renovations, and appraisals.

• Ensure compliance with banking regulations, fiduciary standards, and investment policies.

• Assess and mitigate portfolio risks.

• Collaborate with clients, legal counsel, CPAs, vendors, and internal partners on asset-related decisions.

• Present recommendations and asset strategies to committees, clients, and other stakeholders. 

• Support wealth management objectives by maximizing asset value while meeting fiduciary obligations.

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)

• Experience in real estate asset management, property management, commercial real estate, trust real estate, or fiduciary asset management

• Strong understanding of real estate valuation methodologies and market analysis

• Knowledge of regulatory and fiduciary requirements within financial services

• Excellent stakeholder management, negotiation, and communication skills

• Ability to manage multiple complex assets and transactions simultaneously

• 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 Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.