Senior Specialty Asset Advisor

Senior Specialty Asset Advisor

Requirements

• 7+ 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

• Advise leadership to develop or influence real estate asset management for a large region of Wells Fargo Wealth and Investment Management
• Capture sizable new specialty assets (real estate, oil, gas & mineral interests, and closely held business interests) and new client relationships for Specialty Asset Management group within the given territory, focusing on high growth and business expansion
• Provide leadership and oversight of real estate acquisitions on behalf of wealth management clients in the region in accordance with the governing instruments, fiduciary laws, bank policies and procedures
• Lead the strategy and resolution of highly complex specialty asset portfolios to meet specific client objectives
• Provide in depth portfolio analytics to ensure client portfolios are properly diversified and managed to achieve maximum investment performance
• Recommend solutions that are long-term, large scale and require the design and implementation of strategic business plans
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions intended to lead to new specialty asset relationships and client servicing for complex portfolios of specialty assets in accordance with the governing regulations, laws, and Wells Fargo policies and procedures
• Strategically engage with internal partners to deliver best in class client service
• Advise Wealth and Investment Management leaders, key sales professionals, relationship managers, Fiduciary Strategists, Portfolio Managers, Financial Advisors and other specialists

Preferred Qualifications

• 5+ years demonstrated experience optimizing the performance of specialty assets such as real estate oil, gas & mineral interest, and closely held business interests
• 5+ years demonstrated experience advising clients on investing in real estate including leading property acquisition process from beginning to end
• 3+ years of demonstrated business development experience within private client wealth management
• Proven track record managing client portfolios with an emphasis on strategic decision making for overall investment and wealth plans
• Proven ability to generate strong investment performance and deliver business growth strategies
• Strong analytical skills with high attention to detail and accuracy utilizing MS Excel and ARGUS software
• Excellent analytical, communication, and leadership skills