Senior Fiduciary Specialty Asset Manager (Oil & Gas)

Wells Fargo - San Antonio, TX

- Senior

San Antonio, TX

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manager to support Oil and Gas Services within its Wealth & Investment Management division. Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services, offering a full range of personalized wealth management, investment, planning, and retirement products and services. The mission is to help clients pursue their financial goals with confidence. This role involves managing a moderately complex portfolio of oil, gas, and mineral assets, ensuring compliance with banking regulations, and collaborating with various stakeholders to enhance client relationships.

Responsibilities

• Lead or participate in management of a moderately complex portfolio of oil, gas and mineral assets 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, negotiating leases, inspecting assets, asset reporting, and arranging appraisals as necessary.
• Resolve valuation methodologies and models to derive and support pricing estimates.
• Collaborate and consult with business executives, attorneys, certified public accountants, Wells Fargo internal professionals, customers, and vendors.

Requirements

• 4+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through work experience, training, military experience, or education.

Nice-to-haves

• Experience with wealth management and asset management.
• Experience working with trusts and estates.
• Experience with oil, gas and mineral management.
• Experience in trust oil, gas and mineral asset administration.
• Experience closing and selling assets, and arranging for land/mineral appraisals.
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills.
• Excellent verbal, written, and interpersonal communication skills.
• Negotiating mineral lease experience.
• Relationship management and asset management experience in an environment serving private, high net worth clients.
• Registered Professional Landman or Certified Professional Landman (AAPL) or Certified Mineral Manager (NARO).
• Demonstrated ability to develop and enhance client relationships leading to increased revenue.
• Sound judgment, problem solving, and risk assessment skills.
• Proven ability to build and maintain relationships and work effectively in a team environment.
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure.
• Strong analytical skills with high attention to detail and accuracy.
• Ability to make timely decisions in complex situations.
• Experience in a client facing environment.
• Ability to work effectively in a team environment and across all organizational levels.