Senior Trust Governance & Operations Lead

Wellington Management

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
Vision
Pharmacy coverage
Health savings account
Flexible spending accounts
commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off

Job summary

Wellington Management is seeking a Trust Manager in the Boston area to oversee fiduciary governance, regulatory compliance, and cross-functional initiatives across investments, legal, compliance, and operations.

The role emphasizes independent leadership, hands-on problem solving, and steering fund operations, risk management and strategic projects within the Wellington Trust and related vehicle structures for client alignment and operational excellence.

Qualifications

  • 10+ years in asset management, trust/fiduciary services, fund operations.
  • Experience with commingled vehicles and regulated fund structures.
  • Familiarity with ERISA, OCC and SEC regulations.
  • Excellent analytical, problem solving and risk assessment.
  • Ability to operate independently and manage multiple priorities.
  • Strong collaboration and stakeholder influence.
  • Clear written and verbal communication.

Responsibilities

  • Lead fiduciary oversight of trust vehicles and regulatory adherence.
  • Coordinate materials for committees and boards.
  • Monitor investment guidelines and regulatory obligations.
  • Elevate risks and regulatory developments.
  • Support fund launches, structural changes and product enhancements.
  • Contribute to strategy, growth and operating model improvements.
  • Lead cross-functional initiatives and projects.
  • Oversee day-to-day operations and onboarding processes.
  • Review contracts and fund documentation.
  • Provide governance, risk management and process controls.
  • Ensure capital adequacy of Wellington Trust entity.

Skills

Trust/fiduciary services
Regulatory compliance
Cross-functional leadership
Independent work
Risk assessment

Job description

Wellington Management is seeking a Trust Manager in the Boston area to oversee fiduciary governance, regulatory compliance, and cross-functional initiatives across investments, legal, compliance, and operations.

The role emphasizes independent leadership, hands-on problem solving, and steering fund operations, risk management and strategic projects within the Wellington Trust and related vehicle structures for client alignment and operational excellence.

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