Senior Director of Trust and Advisory Services
Chicago, Illinois, United States, 60654
Minneapolis, Minnesota, United States, 55402
Green Bay, Wisconsin, United States, 54301
Milwaukee, WI
Experience: Director Management (Director/Head of Organization)
Education: Bachelor's Degree
Category: Accounting / Finance / Insurance
Industry: Financial / Financial Services
Company: Westport One
Reference ID: KR8scp
Date Posted: 06/23/2026
Shortcut: http://jobs.mrinetwork.com/nxjzkq
Senior Director of Trust and Advisory Services
If you believe growth is more than gathering assets and that relationships, not spreadsheets, drive long-term success, we should talk. Our regional bank is seeking a Senior Director of Trust & Advisory Services to lead the strategy, growth, and performance of its Personal and Corporate Trust businesses while inspiring a team of Trust Officers and Wealth Advisors to achieve exceptional results. This highly visible leadership role will drive asset growth, deepen client relationships, expand centers of influence, and partner across the bank to deliver innovative solutions for high-net-worth and institutional clients.
You'll be responsible for developing sales strategies, coaching high-performing teams, and ensuring the business remains competitive, profitable, and client-focused, because "waiting for referrals to magically appear" isn't much of a growth strategy.
Qualified candidates will bring 12+ years of trust, wealth management, or asset management leadership experience, a proven track record of growing assets and leading teams, and a passion for building meaningful client relationships. Professional designations such as CFP and CTFA, along with a JD, are highly valued. If you enjoy winning business, developing talented advisors, and turning opportunities into lifelong client relationships, you may have just found your home.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/DTAWI in the subject line.
- NO CALLS PLEASE
-
Trust Officer Manager
Neenah, Wisconsin, United States, 54956
Westport OneTrust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development and client retention go hand in hand? If yes, then we ...
Date Posted: 06/22/2026 Recommended
-
Trust Support Manager
Green Bay, Wisconsin, United States, 54301
Westport OneTrust Support Manager If you believe operational excellence is more than a buzzword and that "we've always done it this way" isn't a strategic plan, we'd like to meet you. Our client is seeking an experienced Trust Support Manager to lead a trust suppo...
Date Posted: 06/23/2026 Recommended
-
Senior Director of Fiduciary Administration
Chicago, Illinois, United States, 60654
Green Bay, Wisconsin, United States, 54301
Milwaukee, Wisconsin, United States, 53202
Minneapolis, Minnesota, United States, 55402
Westport OneSenior Director of Fiduciary Administration If you're the person everyone calls when the answer starts with, "Well, it depends…," and you believe fiduciary risk is best managed before it becomes a headline, we should talk. Our growing bank is seeking a...
Date Posted: 06/23/2026 Recommended
-
Director of Trust Operations
Green Bay, Wisconsin, United States, 54301
Westport OneDirector of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make you smile instead of sweat, we should talk. Our growing...
Date Posted: 06/23/2026 Recommended
-
Director of Brokerage and RIA Operations
Green Bay, Wisconsin, United States, 54301
Milwaukee, Wisconsin, United States, 53202
Westport OneDirector of Brokerage and RIA Operations If you know that operational excellence and regulatory compliance aren't mutually exclusive, and believe that "we'll clean it up later" is not an acceptable control environment, we should talk. Our client is see...
Date Posted: 06/23/2026 Recommended
-
SVP Senior Trust Officer
Little Rock, Arkansas, United States, 72223
Westport OneSVP Senior Trust Officer Our client is seeking an experienced Senior Vice President, Trust Officer to lead the administration of sophisticated fiduciary relationships while serving as a trusted advisor to high-net-worth individuals and multi-generation...
Date Posted: 05/18/2026 Recommended
-
Operations Manager, Machining
Wisconsin, United States
Snyder Executive Search, Inc.Operations Manager, Machining Location: Upper Midwest Search Type: Confidential Industry: Automotive Supply Chain / High-Volume CNC Machining Snyder Executive Search is conducting a confidential search for an Operations Manager, Machining with a growin...
Date Posted: 05/27/2026 Recommended
-
Executive Director (Assisted Living) – The "Uncontested" Market Leader
Nevada, United States
Westport OneExecutive Director (Assisted Living) – The "Uncontested" Market Leader In most senior living markets, you are fighting five other buildings for every single move-in. In this small gem in Nevada, the story is different. We are looking for a leader for a...
Date Posted: 05/05/2026 Recommended
-
Financial Reporting Manager
Indiana, United States
Highland Consulting Group, Inc.Financial Reporting Manager We have a tremendous opportunity for someone with financial reporting experience within a financial services company. Our client is a $5B - $10B regional bank based in Southern Indiana and is looking to add a Financial Repor...
Date Posted: 06/08/2026 Recommended
-
Territory Sales Manager
Madison, Wisconsin, United States
Milwaukee, Wisconsin, United States
Minneapolis, Minnesota, United States
Management Recruiters of Zionsville (Indianapolis)Territory Sales Manager – WI/MN/IA Our client, a construction products manufacturer, is seeking a talented professional to grow their sales for their Northern Midwest Region covering WI, MN, and IA. Candidates must reside within the territory, preferab...
Date Posted: 06/04/2026 Recommended
-
Engineering Manager - Food Plant
Darien, Wisconsin, United States
Management Recruiters of EdisonOur client – a global food processing company needs an Engineering Manager- Food Plant at their plant in Wisconsin. Excellent salary + Annual Bonus + generous relocation + benefits package. Job Posting # 2712R Job Title: Engineering Manager- Food Plant...
Date Posted: 04/30/2026 Recommended
-
Senior Regional Sales Executive
Dallas, Texas, United States
CP & Krell GroupCOMPANY OVERVIEW Our client provides fast, reliable portable air conditioning, heating, and spot-cooling solutions to residential and commercial customers across multiple states. Known for fast delivery and installation with 24/7 emergency support, the...
Date Posted: 04/06/2026 Recommended
-
Surgical Services Director
Mississippi, United States
The HealthCare InitiativeTHE HEALTHCARE INITIATIVE Where Talent Meets Opportunity Director of Surgical Services Southeast The department is stable. Staffing is solid. Core service lines are established. What it needs now is leadership that raises the bar on culture, accountabi...
Date Posted: 06/08/2026 Recommended
-
Senior Construction Project Manager
St. Louis, Missouri, United States
The Neeljym Search GroupTired of broken promises? Or maybe you're just ready to advance and seeking the next step up. It’s time to move beyond managing—and finally own the successful outcome of every project. This is your opportunity to serve as the key point of accountabilit...
Date Posted: 05/08/2026 Recommended
-
Foundry Operations Manager
Wisconsin, United States
Harrison Group, Inc.Position Summary The Foundry Operations Manager reports to the President, and is responsible for direction, strategy, planning and execution for the company’s manufacturing operations. They are responsible for the company’s performance in safety, produ...
Date Posted: 06/05/2026 Recommended
-
Director of Cardiovascular Services
Detroit, Michigan, United States
Siter-Neubauer & AssociatesDirector, Cardiovascular Services 📍 Detroit, MI Lead and Elevate Cardiovascular Service Excellence A respected Detroit healthcare system is seeking an accomplished Director of Cardiovascular Services to oversee strategic planning, operations, quality,...
Date Posted: 01/19/2026 Recommended
-
Branch Manager
South Chicago, Illinois, United States
Highland Consulting Group, Inc.We are recruiting a Branch Manager for a regional bank that has been experiencing steady growth in the Chicago market. Our client is looking to add a branch manager to oversee one of their key branches in South Chicago. The Position: The Branch Manager...
Date Posted: 05/19/2026 Recommended
-
Branch Manager
Shelbyville, Illinois, United States
Highland Consulting Group, Inc.Branch Manager We have an outstanding branch management opportunity in Shelbyville, IL with a bank that is experiencing steady growth. Our client is looking to add a branch manager to oversee one of their key branches in Shelby County. The position is ...
Date Posted: 05/28/2026 Recommended
-
Executive Director(Luxury Senior Living)
Atlanta, Georgia, United States, 30305
Westport OneExecutive Director (Luxury Senior Living) Are you an elite Senior Living leader who thrives in a sophisticated, luxury environment? A premier, high-end senior living community in the prestigious Buckhead area is seeking an Executive Director to guide i...
Date Posted: 06/22/2026 Recommended
-
Director of Surgical and Cardiovascular Services
Barlett, Tennessee, United States
Siter-Neubauer & AssociatesDirector, Surgical & Cardiovascular Services 📍 Bartlett, TN Lead two of the hospital’s most critical service lines and drive excellence in surgical and cardiovascular care. If you're a dynamic nursing leader with a passion for operational performance,...
Date Posted: 01/19/2026 Recommended
-
Senior NERC O&P Standards Specialist
United States
Variant PartnersSenior NERC O&P Standards Specialist Our client, a Fortune 200 global power company, is currently seeking a Senior O&P Standards Specialist to join its Operations & Planning Compliance team. They provides affordable, sustainable energy across 18 countr...
Date Posted: 05/19/2026 Recommended
-
Product Manager
Indiana, United States
Management Recruiters of Zionsville (Indianapolis)Product Manager - NEW ROLE w/Food Manufacturer in Indiana Our food production client, located in the central part of Indiana, is actively seeking a Product Manager. This role owns category strategy, innovation pipeline, pricing, margin management, cust...
Date Posted: 06/09/2026 Recommended
-
Licensed Professional Engineer
Arkansas, United States
Siter-Neubauer & AssociatesLicensed Professional Engineer (PE) Civil Engineering (Residential Land Development) Fully Remote About the company: Founded in 1979, this leading, multidisciplinary A/E firm’s staff offer extensive experience in projects of diverse typologies—deliveri...
Date Posted: 04/10/2026 Recommended
-
Director of Visualization
Dallas, Texas, United States
Siter-Neubauer & AssociatesDirector of Visualization Dallas, TX About the Company: A nationally recognized architecture and engineering firm with over four decades of industry leadership is seeking a Director of Visualization to shape the future of its creative studio. Headquart...
Date Posted: 01/19/2026 Recommended
-
Director of Sales-Walmart
United States · Remote
The Dunwoody GroupDirector of Sales — Walmart Location: Bentonville, AR Growing Food Manufacturer is seeking a senior commercial leader to own and grow the company’s business at Walmart while leading key account relationships across the Central US. This is a high-impact...
Date Posted: 06/01/2026 Recommended
-
Director of Sales-Walmart
United States · Remote
The Dunwoody GroupDirector of Sales — Walmart Location: Bentonville, AR Growing Food Manufacturer is seeking a senior commercial leader to own and grow the company’s business at Walmart while leading key account relationships across the Central US. This is a high-impact...
Date Posted: 06/01/2026 Recommended
-
Preconstruction Manager
St. Louis, Missouri, United States
The Neeljym Search GroupLooking for your chance to advance? Or maybe you're dreaming of leading with autonomy. It’s time to break free—and finally lead the way you were meant to. This is your opportunity to take the reins of the estimating function, overseeing and delivering ...
Date Posted: 10/24/2025 Recommended
-
Director of Perioperative Services
Detroit, Michigan, United States
Siter-Neubauer & AssociatesDirector, Perioperative Services (Periop Director) 📍 Detroit, MI Lead one of the region’s most advanced surgical service lines. If you're a seasoned perioperative leader with a passion for operational excellence, clinical quality, and strategic growth...
Date Posted: 01/19/2026 Recommended
-
Cardiology Nurse Manager
Texas, United States
The HealthCare InitiativeThis faith-based, non-profit healthcare system in Texas has ten-plus campuses spread throughout the North Texas Market and is consistently on the Best Places to Work list for the area. They are going through a rapid growth mode, so now would be a great...
Date Posted: 06/04/2026 Recommended
-
Deposit Sales Relationship Manager
Irvine, California, United States, 92614
Sales Consultants of SacramentoImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored ...
Date Posted: 04/30/2026 Recommended