Trust Manager

About Us 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.

About the Role

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 Trust’s pooled fund business, while contributing to Wellington Trust and Wellington Management strategic initiatives.

Trust Manager

– Key Responsibilities Fund Governance & Fiduciary Oversight 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

Product Development & Strategic Initiatives 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

Cross-Functional Leadership 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 multi‑team 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

Business and Operational Management 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

Risk Management & Compliance 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…