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WIM - WCS Senior Real Estate Asset Manager

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Wells Fargo 70300.00 US Dollar . USD Per annum

2021-12-04 06:00:03

Job location Fort Worth, Texas, United States

Job type: fulltime

Job industry: Real Estate & Property

Job description

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

  • Building enduring client relationships through sound, thoughtful, and objective advice
  • Developing individualized plans for clients to help meet their financial objectives
  • Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

  • Wells Fargo Private Bank serves high-net-worth individuals and families.
  • Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
  • Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Throuh Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has created horizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams and functions currently found across WIM's consumer businesses under a common, WIM-level organization. The group is focused on transforming from channel-based to client-focused solutions and delivery in an effort to reduce operational risk, improve efficiency, increase consistency/coordination, and bring focus on product management / development to deliver innovative growth and improve the client experience. Additionally, the new group will deliver a WIM-level culture of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation.

As an investment manager oversees a client's portfolio of various financial assets such as stocks and bonds, the Sr Real Estate Asset Manager oversees the performance of the client's portfolio of real estate assets that range in type from retail, office, multi-family, and industrial properties to single family homes, farm, ranch, and vacant land.
The role of the Sr Real Estate Asset Manager is to service the real estate asset management needs of our clients and partner with our sales team to develop new real estate asset management business through internal networking and partnering.

Duties may include:

  • Manages real estate assets and portfolios that contain an assortment of property types, primarily residential, vacant land and lots, residential rentals, farm, ranch, and some commercial property.
  • Confers with clients, vendors and other professionals regarding asset management of real estate.
  • Selling assets, buying assets, negotiating leases, supervising renovation/maintenance/repairs, inspecting assets, internal portfolio and asset reporting, and arranging appraisals or valuations as necessary
  • Provides real estate asset and investment management and client servicing for a complex portfolio of assets in accordance with the governing instruments, fiduciary laws, bank policies and procedures.
  • Develops and retains business through exceptional service to customers and internal partners.
  • Provides clients with solutions to ensure client portfolios are managed to achieve maximum investment performance.

The portfolio makeup for this role will primarily be Farm and Ranch/Agriculture based with some residential. Primarily will cover West Texas, therefore will need to be familiar with oil and gas surface activities.



Required Qualifications

  • 6+ years of real estate relationship management experience



Desired Qualifications

  • Strong verbal, written, and interpersonal communication skills
  • Strong organizational, multi tasking, and prioritizing skills
  • Strong knowledge and understanding of wealth management
  • Strong knowledge and understanding of 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)
  • Bilingual speaking proficiency in Spanish/English



Other Desired Qualifications
  • 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
  • Superior working knowledge of MS Office applications
  • Knowledge of financial or estate planning
  • Knowledge and expertise in financial modeling
  • Knowledge and expertise in analytical and financial modeling
  • Experience in Agriculture/Farm/Ranch Management and Residential Real Estate Management


Job Expectations

  • Ability to travel up to 40% of the time



Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

TX-Fort Worth: Min: $70,300 Mid: $99,000
TX-Austin: Min: $70,300 Mid: $99,000
TX-SA-Downtown: Min: $70,300 Mid: $99,000



Street Address

TX-Fort Worth: 201 Main St - Fort Worth, TX
TX-Austin: 111 Congress Avenue - Austin, TX
TX-SA-Downtown: 750 E Mulberry Ave - San Antonio, TX



Disclaimer

    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



    Relevant military experience is considered for veterans and transitioning service men and women.

    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.



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