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. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

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. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.​

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.

• Oil, gas and mineral management.

• Legacy trust services.

• Special needs trust services.

• Managed Individual Retirement Accounts (IRA).

About this role:

Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manager to support Closely Held Asset Management within its Wealth & Investment Management division. Learn more about the career areas and lines of business at wellsfargojobs.com.
 

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.

In this role, you will:

• 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
  
  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
• 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 as