Senior Lead Specialty Asset Advisory Specialist

Wells Fargo

Base: $139,000.00 - $239,000.00; bonus/equity: inc...
7+ years fiduciary specialty asset experience
Real estate and energy asset advisory
End-to-end property acquisition process
This high-profile role focuses on advising high net worth and ultra-high net worth clients on complex investments in real estate, energy assets, and closely held business interests

Job Summary

  • This high-profile role focuses on advising high net worth and ultra-high net worth clients on complex investments in real estate, energy assets, and closely held business interests.
  • The position requires driving the onboarding of sizable specialty assets within an assigned territory while contributing to sustained portfolio growth.
  • Wells Fargo offers a comprehensive benefits package including health benefits, a 401(k) plan, paid time off, and tuition reimbursement for eligible employees.

Matching Summary

This high-profile role focuses on advising high net worth and ultra-high net worth clients on complex investments in real estate, energy assets, and closely held business interests.

Salary

Base: $139,000.00 - $239,000.00; Bonus/Equity: Incentive opportunities may be available; Benefits: Comprehensive set including health, 401(k), and parental leave

Skills & Requirements

Must-have

  • 7+ years fiduciary specialty asset experience
  • Real estate and energy asset advisory
  • End-to-end property acquisition process
  • High net worth client relationship management
  • Advanced MS Excel and ARGUS software proficiency

Nice-to-have

  • Business development in private client wealth
  • Strategic cross-functional collaboration skills
  • Experience with family office structures
  • Strong presentation and leadership capabilities

Key Requirements

  • 7+ years Fiduciary Specialty Asset Products experience
  • Proven ability to lead end-to-end property acquisition
  • Track record of managing complex client portfolios
  • Advanced proficiency in MS Excel and ARGUS software

Work Rights

Not specified

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