Wells Fargo · 4 hours ago
Senior Lead Specialty Asset Advisory Specialist
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff
$153K/yr - $239K/yr
7+ years expWells Fargo is seeking a dynamic business development leader to join their Specialty Asset Management team. This role involves advising high net worth clients on investments in real estate, energy assets, and closely held business interests, with a focus on measurable portfolio growth and delivering an exceptional client experience.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
Capture sizable new specialty assets (real estate, oil, gas & mineral interests, and closely held business interests) and develop new client relationships for the Specialty Asset Management group within a given territory, focusing on high growth and business expansion
Provide team leadership and oversight of real estate acquisitions on behalf of wealth management clients in the region in accordance with the governing instruments, fiduciary laws, bank policies and procedures
Lead the strategy and resolution of highly complex specialty asset portfolios to meet specific client objectives
Provide in depth portfolio analytics to ensure client portfolios are properly diversified and managed to achieve maximum investment performance
Recommend solutions that are long-term, large scale and require the design and implementation of strategic business plans
Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions intended to lead to new specialty asset relationships and client servicing for complex portfolios of specialty assets in accordance with the governing regulations, laws, and Wells Fargo policies and procedures
Strategically engage with internal partners to deliver best in class client service
Advise Wealth and Investment Management leaders, key sales professionals, relationship managers, Fiduciary Strategists, Portfolio Managers, Financial Advisors and other specialists
Qualification
Required
7+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Demonstrated experience optimizing the performance of specialty assets such as real estate oil, gas & mineral interests, and closely held business interests
Demonstrated experience advising clients on investing in real estate including leading property acquisition process from beginning to end
Demonstrated business development experience within private client wealth management
Proven track record managing client portfolios with an emphasis on strategic decision making for overall investment and wealth plans
Proven ability to generate strong investment performance and deliver business growth strategies
Strong analytical skills with high attention to detail and accuracy utilizing MS Excel and ARGUS software
Excellent analytical, communication, and leadership skills
Demonstrated ability to deliver presentations in a professional setting
Benefits
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
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2026-01-22
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2026-01-22
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