Senior Fiduciary Specialty Asset Manager
| Company | Wells Fargo |
|---|---|
| Location | Winston-Salem, NC, USA, Charlotte, NC, USA, Minneapolis, MN, USA |
| Salary | $73100 – $129900 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 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
Responsibilities
- 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 ongoing 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
Preferred 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 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