Senior Real Estate Asset Manager – Fiduciary Specialty

• Lead or participate in management of a moderately complex portfolio of closely held business interests, including stock, real estate assets and trust oil, gas and mineral asset within wealth client management
• Assess risk and ensure compliance with banking regulations related to ongoing 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
• Serve closely with Board of Directors and other governing bodies

• 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

Demonstrates expertise in fiduciary specialty asset products and wealth management, with a strong focus on real estate asset management and compliance with banking regulations. Proven ability to build client relationships and manage complex asset portfolios effectively.

• Fiduciary Specialty Asset Products Experience
• Wealth Management
• Advanced Commercial Real Estate Experience
• Certified Commercial Investment Member (CCIM)
• Strong Computer Modeling Skills

• Asset Management
• Financial Modeling
• Risk Assessment
• Valuation Methodologies
• Negotiating Leases
• Project Management
• Asset Reporting
• Acquisitions
• Dispositions
• Estate Planning

• Relationship Management
• Problem Solving
• Sound Judgment
• Organizational Skills
• Interpersonal Communication

• Certified Property Manager (CPM)

• Wealth Client Management
• High Net Worth Clients
• Banking Regulations
• Fiduciary Standards
• Real Estate Assets

• Excel
• Argus
• MS Office Applications