Senior Trust & Fiduciary Operations Lead

Wellington Management Co

Boston (MA)

Hybrid

USD 120,000 - 225,000

Full time

14 days+

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Benefits offered by this job

Retirement plan
Health and wellbeing
Dental coverage
Vision coverage
Health savings account
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off

Job summary

Wellington Management in Boston, MA seeks a Trust Manager to oversee trust governance, regulatory compliance, and product development across Wellington Trust vehicles. The role coordinates with Legal, Compliance, Investments, and Operations to uphold fiduciary standards and drive strategic initiatives.

As a senior contributor, you will manage day-to-day trust and fund operations, monitor risk, and support fund launches while maintaining a strong governance framework and a culture of operational

Qualifications

  • 10+ years asset management experience, trust/fiduciary services, fund operations or related 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; adapt and roll up sleeves
  • Positive collegial attitude and enthusiasm
  • Intellectual curiosity and ability to bring new ideas and creative solutions

Responsibilities

  • Lead oversight of trust vehicles, regulatory compliance, and fiduciary standards
  • Support fund launches, structural changes, and product enhancements
  • Serve as liaison across Portfolio Management, Legal, Compliance, Risk, Operations, Tax, and Client Group
  • Oversee day-to-day operations including onboarding, cash flow activity, reporting, and service provider oversight
  • Maintain control environment and support regulatory examinations and internal reviews

Skills

Asset management
Trust / fiduciary services
Regulatory awareness
Analytical thinking
Prioritization
Cross-functional collaboration
Communication skills
Detail oriented
Resilience under pressure
Positive attitude
Creative problem solving

Job description

Wellington Management in Boston, MA seeks a Trust Manager to oversee trust governance, regulatory compliance, and product development across Wellington Trust vehicles. The role coordinates with Legal, Compliance, Investments, and Operations to uphold fiduciary standards and drive strategic initiatives.

As a senior contributor, you will manage day-to-day trust and fund operations, monitor risk, and support fund launches while maintaining a strong governance framework and a culture of operational

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