Senior Manager, Philanthropic Services

Wells Fargo

. Lead a team of Philanthropic Advisors, Officers, and Associates through coaching, performance management, training, and professional development .

Posted 11/5/2026full-timeUnited StatesSenior💰 $159,000 - $279,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in fiduciary advisory services, charitable planning, and nonprofit governance, with a strong focus on regulatory compliance and client relationship management. Proven leadership in managing teams and driving strategic initiatives within philanthropic services.

Highest-signal resume keywords

Fiduciary Advisory ExperienceCharitable PlanningNonprofit ManagementLeadership ExperienceFiduciary Law Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Charitable Trust AdministrationPrivate Foundation OversightDonor-Advised Fund ManagementGrantmaking StrategyTax-Exempt Entities ExpertiseFiduciary Risk ManagementSuccession PlanningWealth PlanningTrust and Estate SettlementRegulatory Compliance

Soft Skills

CoachingPerformance ManagementCollaborationClient ServiceThought Leadership

Certifications & Qualifications

Chartered Advisor in Philanthropy (CAP)Certified Trust and Fiduciary Advisor (CTFA)

Industry Keywords

Philanthropic PlanningNonprofit GovernanceFiduciary ExcellenceClient RelationshipsComplex Fiduciary Matters

About the role

Key responsibilities & impact

Lead a team of Philanthropic Advisors, Officers, and Associates through coaching, performance management, training, and professional development
Oversee administration of complex charitable trusts, private foundations, donor-advised funds, endowments, and nonprofit institutional accounts
Ensure fiduciary excellence, regulatory compliance, and administration according to governing documents, bank policies, and legal requirements
Resolve complex client, operational, fiduciary, and risk management matters
Promote responsive service, strong fiduciary judgment, and consistent execution across client relationships
Partner with Wealth Management, Relationship Managers, Fiduciary Strategists, Investment Advisors, and other business partners
Serve as a subject matter expert on philanthropic planning strategies, charitable vehicles, nonprofit governance, and tax-exempt entities
Support new business development and advise qualified clients
Guide clients on charitable mission development, grantmaking strategy, governance, succession planning, and philanthropic impact
Monitor team capacity, workflow, and service metrics
Foster collaboration across regional and national teams and promote consistent account administration, risk management, and client service practices
Lead strategic initiatives, process improvements, and change management
Represent Philanthropic Services with senior leaders, advisors, nonprofit organizations, attorneys, accountants, and other external stakeholders
Promote thought leadership through presentations, education, and advisor engagement activities

Requirements

What you’ll need

7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
3+ years of management or leadership experience
5+ years of experience in charitable planning, nonprofit management, wealth planning, trust and estate settlement, fiduciary law, taxation, and/or investments
Experience overseeing charitable trusts, private foundations, donor-advised funds, or nonprofit institutional accounts
Experience interpreting governing documents, overseeing grants and distributions, and resolving 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 philanthropic advisory or fiduciary account administration teams
Solid knowledge and understanding of fiduciary law and applicable federal regulations
Chartered Advisor in Philanthropy designation (CAP)
Certified Trust and Fiduciary Advisor (CTFA)
Ability to travel up to 40% of the time
Position is not eligible for visa sponsorship
Ability to provide accurate information and supporting documentation for lawful employment and education verification

Benefits

Comp & perks

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
Incentive opportunities may be available