Philanthropic Services Senior Manager

About this role:

Wells Fargo is seeking a Philanthropic Services Senior Manager to support the Central Division Client Relationship Group. This team partners closely with Financial Advisors to help clients with complex charitable trust and philanthropy needs.

In this role, you will:

• Lead a team of Philanthropic Advisors, Officers, and Associates, providing coaching, performance management, training, and professional development.
• Oversee administration of the team's most complex charitable trusts, private foundations, donor-advised fund relationships, endowments, and nonprofit institutional accounts, ensuring fiduciary excellence and regulatory compliance.
• Serve as an escalation point for complex client, operational, fiduciary, and risk management matters and ensure timely resolution of issues.
• Drive high-quality client experience by promoting responsive service, strong fiduciary judgment, and consistent execution across all client relationships.
• Partner with Wealth Management, Relationship Managers, Fiduciary Strategists, Investment Advisors, and other business partners to deepen client relationships and deliver integrated charitable planning solutions.
• Serve as a subject matter expert on philanthropic planning strategies, charitable vehicles, nonprofit governance, and tax-exempt entities.
• Support new business development efforts by serving as a subject matter expert for qualified clients.
• Lead a team of professionals providing guidance to clients regarding charitable mission development, grantmaking strategy, governance practices, succession planning, and philanthropic impact.
• Ensure accounts are administered in accordance with governing documents, fiduciary standards, bank policies, and applicable legal and regulatory requirements.
• Monitor team capacity, workflow, and service metrics to ensure operational efficiency and effective resource utilization.
• Foster collaboration across regional and national teams and promote consistent best practices in account administration, risk management, and client service delivery.
• Lead strategic initiatives, process improvements, and change management efforts that enhance the effectiveness and scalability of Philanthropic Services.
• Represent Philanthropic Services with senior leaders, advisors, nonprofit organizations, attorneys, accountants, and other external stakeholders.
• Promote thought leadership and enhance awareness of philanthropic planning solutions across the organization through presentations, education, and advisor engagement activities.

Required Qualifications:

• 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• 5+ years of experience in one or more of the following: charitable planning, nonprofit management, wealth planning, trust and estate settlement, fiduciary law, taxation, and investments
• Experience overseeing the administration of charitable trusts, private foundations, donor-advised funds, or nonprofit institutional accounts, including interpretation of governing documents, grant and distribution oversight, and resolution of complex fiduciary matters.
• Experience advising donors, families, foundation boards, or nonprofit leadership on charitable mission, grantmaking strategy, governance, succession, and philanthropic outcomes.
• Experience leading geographically dispersed teams responsible for philanthropic advisory or fiduciary account administration, including developing technical expertise, managing capacity, and promoting consistent service and risk practices.

• Solid knowledge and understanding of fiduciary law and applicable federal regulations
• Chartered Advisor in Philanthropy designation (CAP)
• Certified Trust and Fiduciary Advisor (CTFA)

Job Expectations:

• Ability to travel up to 40% of the time
• Position is not eligible for visa sponsorship

Posting Locations:

• 8115 Preston Road – Dallas, TX 75225
• 90 S 7th Street – Minneapolis, MN 55402

Pay Range

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.