Trust Manager
Core
Senior individual contributor overseeing trust management, operations, regulatory compliance, and product development for Wellington Trust's pooled fund business.
Role type
Senior individual contributor Trust Manager
Builds
Trust vehicles, pooled funds, and operational processes for institutional clients
Domain
Asset Management / Trust Services / Financial Regulation
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
fiduciary oversight, regulatory compliance (ERISA, OCC, SEC), risk assessment, cross-functional leadership, operational management, product development, strategic planning, contract review, process improvement
Preferred skills
commingled vehicles experience, collective investment trusts, regulated fund structures
Technologies
ERISA, OCC, SEC, AML/BSA
Responsibilities
Lead oversight of trust vehicles and fiduciary standards; coordinate materials for investment and audit committees; support fund launches and structural changes; serve as liaison across Portfolio Management, Legal, Compliance, and Operations; oversee day-to-day operations including cash flow and onboarding; maintain control environment aligned with policies; support regulatory examinations and audits.
Seniority
Senior, hands-on IC