Senior Specialty Asset Advisor

WELLS FARGO BANK; New York (NY); On-site; USD 115,000 - 207,000; Full time

Job summary

Wells Fargo is seeking a Senior Specialty Asset Advisor for the Specialty Asset Management organization in New York. The role focuses on managing complex specialty assets, optimizing client relationships, and providing strategic insights for real estate and business acquisitions. Candidates should have significant experience in fiduciary specialty asset products and a proven ability to lead business development initiatives.

Benefits

401(k) Plan

Paid time off

Disability benefits

Life insurance

Parental leave

Critical caregiving leave

Discounts and savings

Qualifications

• 7+ years of Fiduciary Specialty Asset Products experience.
• 5+ years advising on real estate investments.
• 3+ years business development in private client wealth management.
• Track record managing client portfolios for investment performance.

Responsibilities

• Advise on real estate asset management strategies.
• Lead complex specialty asset portfolios to meet client objectives.
• Provide portfolio analytics for investment performance.

Skills

Analytical skills

Communication

Leadership

Attention to detail

Education

Bachelor's Degree

Tools

MS Excel

ARGUS

Job description

Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment Management.

In this role, you will :

• 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

Required Qualifications :

• 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

Desired 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

Job Expectations :

• Ability to travel up to 50% of the time.
• Specific compliance policies may apply regarding outside activities and / or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting Locations :

• 280 Park Ave W - New York, NY 10017
• Required location listed above. Relocation assistance is not available for this position

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.

115,900.00 - $206,100.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings

Posting End Date : 22 Jun 2025

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

Wells Fargo is an equal opportunity employer. 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.

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.

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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