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Senior Real Estate Asset Manager (Senior Fiduciary Specialty Asset Manager)

  • Client Management
  • Full time
  • R-382078

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.

About this role:
Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services 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 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

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)
  • 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

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.


420 Montgomery St Frnt., San Francisco, CA 94104

As an investment manager oversees a client’s portfolio of various financial assets such as stocks and bonds, the Sr Real Estate Asset Manager oversees the performance of the client’s portfolio of real estate assets that range in type from retail, office, multi-family, and industrial properties to single family homes, and vacant land.
The role of the Sr Real Estate Asset Manager is to service the real estate asset management needs of our clients and partner with our sales team to develop new real estate asset management business through internal networking and partnering.

Duties may include:
• Manages real estate assets and portfolios that contain an assortment of property types, primarily residential, vacant land and lots, residential rentals, and some commercial property. 
• Confers with clients, vendors and other professionals regarding asset management of real estate. 
• Selling assets, buying assets, negotiating leases, supervising renovation/maintenance/repairs, inspecting assets, internal portfolio and asset reporting, and arranging appraisals or valuations as necessary
• Provides real estate asset and investment management and client servicing for a complex portfolio of assets in accordance with the governing instruments, fiduciary laws, bank policies and procedures. 
• Develops and retains business through exceptional service to customers and internal partners.
• Provides clients with solutions to ensure client portfolios are managed to achieve maximum investment performance. 

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$87,700.00 - $155,900.00


Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

Posting End Date:

22 Jul 2024

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

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.

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