Closely Held Asset Management Senior Manager

at  Wells Fargo

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications:

• 6+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of Management experienc

Desired Qualifications:

• A Master of Business Administration (MBA), Master of Accounting, or a Juris Doctor (JD) degree
• Financial accounting, financial analysis or business valuation experience
• Knowledge and understanding of accounting, business, or law
• Experience building partnerships and consulting effectively with leadership
• Knowledge and understanding of analytical methods used to: evaluate companies or financial statements
• Ability to prepare professional written and verbal communication

Wells Fargo is seeking a Closely Held Asset Management Senior Manager for the Specialty Assets group as part of Trust Services in Wealth & Investment Management (WIM). Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Provide leadership and oversight of closely held 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
• Manage staff levels including selection and development of staff and asset loads
• Engage and influence regional wealth management leadership in design and implementation of strategic business plans for the region
• Identify and recommend opportunities to create, enhance and expand clients’ wealth management relationships, ensuring that all relationships are managed according to fiduciary policies and procedures
• Assist with design and implementation of strategic business plans for region, working closely with Specialty Asset Advisory Specialists for region and Closely Held Asset Management leadership
• Determine appropriate strategy and actions of wealth client management team to meet high risk deliverables
• Interpret and develop risk management in accordance with Wells Fargo policies for solutions to complex closely held asset issues
• Collaborate with and influence clients, relationship team, specialty asset advisory specialist and held of closely held asset management and work closely with specialized wealth services leadership to shape strategy and vision
• Act as advisor to trust specialists, planners, investment managers, and other specialists who serve as the client’s service team
• Manage allocation of people and financial resources for Fiduciary Specialty Asset Products
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of Management experience

Desired Qualifications:

• A Master of Business Administration (MBA), Master of Accounting, or a Juris Doctor (JD) degree
• Financial accounting, financial analysis or business valuation experience
• Knowledge and understanding of accounting, business, or law
• Experience building partnerships and consulting effectively with leadership
• Knowledge and understanding of analytical methods used to: evaluate companies or financial statements
• Ability to prepare professional written and verbal communications

Job Expectations:

• Up to 15% Travel
• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship

Work Locations:

• 380 Knollwood Street - Winston-Salem, NC 27103
• 550 South Tryon Street - Charlotte, NC 28202