Philanthropic Services Senior Manager

Wells Fargo Bank•Dallas, TX

About The Position

Wells Fargo is seeking a Philanthropic Services Senior Manager to support the Central Division Client Relationship Group, partnering closely with Financial Advisors to address clients’ complex charitable trust and philanthropy needs. The role leads a team of Philanthropic Advisors, Officers, and Associates, with responsibility for coaching, performance management, training, and professional development. The Senior Manager oversees the administration of complex charitable trusts, private foundations, donor-advised fund relationships, endowments, and nonprofit institutional accounts. The role ensures fiduciary excellence, regulatory compliance, strong client service, and consistent execution. It serves as an escalation point for complex client, operational, fiduciary, and risk matters and works with Wealth Management and other partners to deliver integrated charitable planning solutions. The position provides philanthropic planning expertise to clients and qualified prospects, including guidance on charitable missions, grantmaking, governance, succession planning, and philanthropic impact. It also monitors team capacity and service metrics; promotes consistent account administration, risk management, and service practices; leads strategic initiatives and process improvements; and represents Philanthropic Services to internal leaders and external stakeholders. The position may be based at either listed posting location: Dallas, Texas, or Minneapolis, Minnesota. Travel of up to 40% is expected. The position is not eligible for visa sponsorship. The posted base pay range is $159,000 to $279,000; pay may vary based on factors including performance, skills, experience, and work location, and employees may be eligible for incentives.

Requirements

7+ years of fiduciary advisory experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
3+ years of management or leadership experience.
Solid knowledge and understanding of fiduciary law and applicable federal regulations.
Ability to travel up to 40% of the time.
Position is not eligible for visa sponsorship.

Nice To Haves

5+ years of experience in one or more of charitable planning, nonprofit management, wealth planning, trust and estate settlement, fiduciary law, taxation, or investments.
Experience overseeing charitable trusts, private foundations, donor-advised funds, or nonprofit institutional accounts, including 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 teams responsible for philanthropic advisory or fiduciary account administration, including developing technical expertise, managing capacity, and promoting consistent service and risk practices.
Chartered Advisor in Philanthropy (CAP) designation.
Certified Trust and Fiduciary Advisor (CTFA) designation.

Responsibilities

Lead a team of Philanthropic Advisors, Officers, and Associates, providing coaching, performance management, training, and professional development.
Oversee administration of complex charitable trusts, private foundations, donor-advised fund relationships, endowments, and nonprofit institutional accounts, ensuring fiduciary excellence and regulatory compliance.
Act as an escalation point for complex client, operational, fiduciary, and risk management matters and ensure timely resolution.
Promote responsive service, sound fiduciary judgment, and consistent execution across client relationships.
Partner with Wealth Management, Relationship Managers, Fiduciary Strategists, Investment Advisors, and other business partners to deepen 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 by providing subject matter expertise to qualified clients.
Lead professionals providing guidance on 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 support operational efficiency and effective resource utilization.
Foster collaboration across regional and national teams and promote best practices in account administration, risk management, and client service.
Lead strategic initiatives, process improvements, and change management efforts to improve 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 awareness of philanthropic planning solutions through presentations, education, and advisor engagement activities.
Travel up to 40% of the time.