Associate Fiduciary Specialty Asset Manager

Wells Fargo

Associate Fiduciary Specialty Asset Manager at Wells Fargo supporting closely held asset management. Collaborating with senior asset managers to provide high-quality client experiences while adhering to fiduciary standards.

Posted 6/19/2026full-timeWinston Salem • Minnesota, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Participate or provide support for a closely held asset portfolio comprised primarily of minority interests and occasionally more complex assets
Negotiate sales, vote proxies, review financial statements, value closely held interests based on accepted valuation standards, participate in owner meetings, review partnership, operating and shareholder agreements, communicate with entity stakeholders including managers, clients, accountants, and attorneys
Review less complex or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-to-medium risk tasks and deliverables
Provide closely held asset management in accordance with the governing instruments, fiduciary laws, bank policies and procedures
Receive direction from supervisor and exercise independent judgment while developing understanding of functions, policies, procedures, and compliance requirements
Collaborate and consult with managers, functional colleagues and stakeholders, including internal and external customers

Requirements

What you’ll need

6+ months of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Knowledge of specialty assets such as closely held businesses, private equity, real estate, or oil and gas interests
Strong analytical, financial statement review, and problem-solving skills
Strong organizational skills with the ability to manage multiple priorities and deadlines
Effective verbal and written communication skills
Ability to build relationships and collaborate with clients, business partners, attorneys, accountants, and other professional advisors
Understanding of fiduciary principles, risk management, or compliance practices within financial services
Bachelor's degree in Finance, Accounting, Economics, Business Administration, Real Estate, or a related field

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Fiduciary Specialty Asset Productsfinancial statement reviewvaluation standardsrisk managementcompliance practicesanalytical skillsproblem-solving skillsorganizational skillsproject managementfinancial analysis

Soft Skills

effective communicationrelationship buildingcollaborationindependent judgmentstakeholder engagementtime managementprioritizationteamworknegotiationconsultation