Wellington

Trust Manager

Boston, MA, United States

Sponsorship not specified$120k-$225kDetected 26 days ago

ComplianceExcelResearchLeadershipCommunicationProblem Solving

About the role

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.
Evaluate and escalate risks, exceptions, and emerging regulatory developments
Product Development & Strategic Initiatives

Support and coordinate materials for committees (e.g., Trust Investment Committee, Trust Policy Committee, Board of Directors and Audit Committee)
Support fund launches, structural changes, and product enhancements
Ensure effective execution of key processes including subscriptions/redemptions, client eligibility, and audit support
Maintain a strong control environment aligned with Wellington Trust policies and regulatory expectations
Support regulatory examinations, audits, and internal reviews
In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Ability to operate independently and manage multiple priorities
Proven ability to collaborate across functions and influence stakeholders

10+ years asset management experience, trust/fiduciary services, fund operations or related financial services roles
Familiarity with fund regulations (ERISA, OCC, SEC)
ability to adapt, "roll up sleeves" and get things done
Intellectual curiosity, originality in thinking and ability to bring new ideas and creative solutions to discussions

Experience with commingled vehicles, collective investment trusts or regulated fund structures preferred

USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach.

Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

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.

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This listing is sourced directly from Wellington's careers page and normalized into a canonical job model.