Philanthropic Services Senior Manager

Wells Fargo•Minneapolis, MN

5d•$159,000 - $279,000•Onsite

About The Position

Wells Fargo is seeking a Philanthropic Services Senior Manager to support the Central Division Client Relationship Group, which partners closely with Financial Advisors to help clients with complex charitable trust and philanthropy needs. The role leads a team of philanthropic professionals and oversees complex charitable accounts, ensuring high-quality client service, fiduciary excellence, and regulatory compliance. The Senior Manager serves as an escalation point for complex client, operational, fiduciary, and risk matters; partners with Wealth Management and other business groups to deliver integrated charitable planning solutions; and acts as a subject matter expert in philanthropic planning, charitable vehicles, nonprofit governance, and tax-exempt entities. The role also supports business development, guides clients on philanthropic strategy and governance, monitors team capacity and service metrics, promotes consistent practices across regional and national teams, leads strategic initiatives and process improvements, and represents Philanthropic Services to internal and external stakeholders. The position is based at one of the listed posting locations in Dallas, Texas, or Minneapolis, Minnesota, and requires the ability to travel up to 40% of the time. It is not eligible for visa sponsorship. The base pay range is $159,000 to $279,000, with potential eligibility for incentive opportunities. The posting end date is November 22, 2026.

Requirements

7+ years of fiduciary advisory experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of management or leadership experience.
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 administration of 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.
Solid knowledge and understanding of fiduciary law and applicable federal regulations.
Chartered Advisor in Philanthropy (CAP) designation.
Certified Trust and Fiduciary Advisor (CTFA).

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.
Serve as an escalation point for complex client, operational, fiduciary, and risk management matters and ensure timely resolution.
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 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 by serving as a subject matter expert for qualified clients.
Guide clients on charitable mission development, grantmaking strategy, governance practices, succession planning, and philanthropic impact.
Ensure accounts are administered according to 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 consistent 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.
Follow applicable Wells Fargo risk programs, policies, and procedures; fulfill risk and compliance obligations; escalate and remediate issues; and make sound risk decisions.