Trust Manager

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions tailored to the unique return and risk objectives of institutional clients in more than 60 countries draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Job Description

The Trust Manager is a senior individual contributor responsible for overseeing trust management and operations ensuring regulatory compliance product development and leading complex cross-functional initiatives within Wellington. This role operates with a high degree of independence serving as a key coordinator across investments legal compliance and operations teams while contributing to vehicle lifecycle business management and Wellington strategy.

The Trust Manager plays a central role in ensuring strong economic governance regulatory compliance economic stewardship and operational integrity across Wellington Trusts pooled fund business while contributing to Wellington Trust and Wellington Management strategic initiatives.

• Lead oversight of trust vehicles ensuring activities are conducted in accordance with fiduciary standards governing documents and regulatory requirements
• Support and coordinate materials for committees (e.g. Trust Investment Committee Trust Policy Committee Board of Directors and Audit Committee)
• Monitor adherence to investment guidelines policies and regulatory obligations (e.g. ERISA OCC requirements AML/BSA considerations)
• Evaluate and escalate risks exceptions and emerging regulatory developments

• Support fund launches structural changes and product enhancements
• Contribute to business strategy including growth initiatives and operating model improvements
• Participate in project-based work to enhance governance risk management and scalability
• Identify opportunities to improve processes controls and client outcomes

• Serve as a primary liaison across internal teams including Portfolio Management Legal Compliance Risk Operations Tax and Client Group
• Coordinate resolution of complex issues requiring multiteam engagement
• Lead or contribute to cross-functional initiatives working groups and strategic projects
• Foster alignment across stakeholders to ensure efficient execution of fund and business priorities

• Oversee day-to-day operations including cash flow activity onboarding compliance monitoring reporting and affiliate and unaffiliated service providers
• Ensure effective execution of key processes including subscriptions/redemptions client eligibility and audit support
• Review contractual agreements and fund documentation
• Provide guidance on the best operational practices and process controls
• Provide oversight of the Wellington Trust corporate entity for assurance it remains a well-capitalized balance sheet

• Maintain a strong control environment aligned with Wellington Trust policies and regulatory expectations
• Support regulatory examinations audits and internal reviews
• Assess and monitor operational compliance and fiduciary risks across funds
• Ensure appropriate documentation reporting and escalation protocols are followed

Qualifications

We seek individuals who can demonstrate:

• 10 years asset management experience trust/fiduciary services fund operations or related financial services roles
• Experience with commingled vehicles collective investment trusts or regulated fund structures preferred
• Familiarity with fund regulations (ERISA OCC SEC)
• Excellent analytical problem solving and risk assessment capabilities
• Ability to operate independently and manage multiple priorities
• Proven ability to collaborate across functions and influence stakeholders
• Strong written and verbal communication skills
• High attention to detail sound judgement and commitment to operational excellence
• Grace under pressure; ability to adapt roll up sleeves and get things done
• Positive collegial attitude an ethos for hard work sense of humor and enthusiasm
• Intellectual curiosity originality in thinking and ability to bring new ideas and creative solutions to discussions

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Not sure you meet 100% of our qualifications Thats ok. If you believe that you could excel in this role we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill workplace experiences and backgrounds.

As an equal opportunity employer Wellington Management considers all qualified applicants will receive consideration for employment without regard to race color sex sexual orientation gender identity gender expression religion creed national origin age ancestry disability (physical or mental) medical condition citizenship marital status pregnancy veteran or military status genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability or are assisting a candidate with a disability and require an accommodation to apply for one of our jobs please email us at .

At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary variable compensation and benefits. The base salary range for this position is: