Senior Real Estate Asset Manager – Fiduciary Specialty

Wells Fargo

Senior Real Estate Asset Manager at Wells Fargo overseeing complex real estate portfolios and fiduciary specialty asset products. Collaborating with stakeholders and ensuring compliance with banking regulations.

Posted 7/22/2026full-timeDallas • Minnesota, Texas • 🇺🇸 United StatesSenior💰 $87,000 - $154,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in fiduciary specialty asset products and wealth management, with a strong focus on real estate asset management and compliance with banking regulations. Proven ability to build client relationships and manage complex asset portfolios effectively.

Highest-signal resume keywords

Fiduciary Specialty Asset Products ExperienceWealth ManagementAdvanced Commercial Real Estate ExperienceCertified Commercial Investment Member (CCIM)Strong Computer Modeling Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset ManagementFinancial ModelingRisk AssessmentValuation MethodologiesNegotiating LeasesProject ManagementAsset ReportingAcquisitionsDispositionsEstate Planning

Soft Skills

Relationship ManagementProblem SolvingSound JudgmentOrganizational SkillsInterpersonal Communication

Tools & Technologies

ExcelArgusMS Office Applications

Certifications & Qualifications

Certified Property Manager (CPM)

Industry Keywords

Wealth Client ManagementHigh Net Worth ClientsBanking RegulationsFiduciary StandardsReal Estate Assets

About the role

Key responsibilities & impact

Lead or participate in management of a moderately complex portfolio of closely held business interests, including stock, real estate assets and trust oil, gas and mineral asset within wealth client 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, negotiating leases, supervising renovations, inspecting assets, asset reporting, and arranging appraisals as necessary
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
Serve closely with Board of Directors and other governing bodies

Requirements

What you’ll need

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
Experience with wealth management and asset management
Advanced commercial real estate industry experience
Strong computer modeling skills including robust Excel and Argus capabilities
Certified Commercial Investment Member (CCIM)
Certified Property Manager (CPM)
Relationship management and asset management (and/or property management) experience in an environment serving private, high net worth clients (not institutional)
Proven ability to manage real estate assets in a consultative fashion for clients and professionally executing acquisitions, dispositions, leasing, and/or project management assignments for various property types and other complex assignments
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)
Knowledge and financial modeling
Knowledge of estate planning
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 Trust and Real Estate Asset Management Services

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