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
Posting End Date: 25 Sep 2024 *Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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.