Trust Officer Manager

Neenah, Wisconsin, United States, 54956


Apply Apply with LinkedIn Back to Results

Type: Permanent

Experience: Standard Management (Manager/Supervisor of Staff)

Education: Bachelor's Degree

Category: Accounting / Finance / Insurance

Industry: Financial / Financial Services

Company: Westport One

Reference ID: R5imGg

Date Posted: 08/01/2026

Shortcut: http://jobs.mrinetwork.com/Fsa3Kc


Trust 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 should talk.

 

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management business while leading a team of trust officers and support professionals. You'll inherit an established book of business, deepen client relationships, drive new business opportunities, and help shape the future of the Wealth Management platform, because "maintaining the status quo" isn't exactly a growth strategy.

 

Qualified candidates will bring 7-10 years of Personal Trust, Estate & Probate experience, 4-7 years of leadership experience, and at least 7 years of personal financial planning expertise. A Bachelor's degree is required, while a JD, CFP®, and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally explaining why estate planning is far more exciting than it sounds, you may have found your next chapter.

 

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/TOMWI in the subject line. 
  • NO CALLS PLEASE

 

 

  • Technology Commercial Banking Officer

    San Jose, CA
    Sales Consultants of Sacramento

    Our client is a high-performing regional bank with a strong balance sheet, entrepreneurial culture, and a commitment to serving the innovation economy. We are seeking an experienced Technology Commercial Relationship Manager to develop and grow banking...

    Date Posted: 07/16/2026 Recommended

  • Technology Commercial Banking Officer

    San Francisco, CA
    Sales Consultants of Sacramento

    Our client is a high-performing regional bank with a strong balance sheet, entrepreneurial culture, and a commitment to serving the innovation economy. We are seeking an experienced Technology Commercial Relationship Manager to develop and grow banking...

    Date Posted: 07/16/2026 Recommended

  • SVP Senior Trust Officer

    Little Rock, Arkansas, United States, 72223
    Westport One

    SVP 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: 06/18/2026 Recommended

  • Chief Lending Officer

    Corpus Christi, TX
    Sales Consultants of Sacramento

    Excellent opportunity for an EVP/Chief Lending Officer with a very successful regional financial institution. Key executive member. Relocation assistance offered to the right candidate. Oversees all lending areas with the bank. Develops or approves bro...

    Date Posted: 07/24/2026 Recommended

  • Chief Accounting Officer

    Atlanta, Georgia, United States
    Christian Wyatt Group

    Chief Accounting Officer Christian Wyatt Group has been exclusively engaged on a newly created Chief Accounting Officer role for a growing Community Bank in the Southeast. If you are a Banking Accounting & Finance Professional and have 12+ years of exp...

    Date Posted: 08/10/2026 Recommended

  • Commercial Loan Officer

    Manchester, New Hampshire / Seacoast Region
    Highland Consulting Group, Inc.

    About We have a great opportunity for an experienced Commercial Lender with knowledge of the Southern New Hampshire market, including Concord, Manchester, and the Seacoast. Our client is a well-established regional community bank seeking a Commercial L...

    Date Posted: 07/30/2026 Recommended

  • Chief Operating Officer

    Dallas, TX
    Sales Consultants of Sacramento

    A $15 billion and rapidly growing regional bank is seeking a high-impact Executive Vice President & Chief Operating Officer (COO) to help lead an ambitious growth strategy centered on becoming a premier banking franchise through disciplined, repeatable...

    Date Posted: 06/24/2026 Recommended

  • Private Banker

    New York, NY
    Sales Consultants of Sacramento

    Immediate opening for a Private Banker with a regional financial institution focused on bridging the U.S. and Asia, serving high-net-worth individuals, entrepreneurs, family offices, corporate executives, and business owners with sophisticated private ...

    Date Posted: 07/17/2026 Recommended

  • Regional Director of Trust and Advisory Services

    Green Bay, Wisconsin, United States, 54301
    Westport One

    Regional Director of Trust and Advisory Services If you’re a proven Trust or Wealth Management leader who gets just as excited about winning new business as you do developing great people, this could be the opportunity you’ve been waiting for. Our clie...

    Date Posted: 08/11/2026 Recommended

  • SBA Business Development Officer

    Austin, TX
    Sales Consultants of Sacramento

    Excellent opportunity for a seasoned SBA Business Development Officer with a very successful regional financial institution. Responsible for generating new SBA loans in an assigned local market. Develops strategies to originate SBA loans in the marketp...

    Date Posted: 08/05/2026 Recommended

  • ERISA Compliance Officer

    Illinois, United States
    Minnesota, United States
    Nebraska, United States
    Wisconsin, United States
    Westport One

    ERISA Compliance Officer If ERISA regulations, qualified retirement plans, and compliance issues are your version of “fun,” we should probably talk. One of our clients is looking for an ERISA & Compliance Officer to serve as a trusted technical resourc...

    Date Posted: 08/12/2026 Recommended

  • Loan Workout Officer

    Great Philadelphia Area
    Highland Consulting Group, Inc.

    Loan Workout Officer Our client, a well-respected and growing community bank in Western Pennsylvania, is seeking an experienced Loan Workout Officer to oversee its problem loan portfolio and lead the resolution of commercial and consumer credit relatio...

    Date Posted: 07/13/2026 Recommended

  • Commercial Real Estate Loan Officer

    Seattle, WA
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 07/24/2026 Recommended

  • Commercial Real Estate Loan Officer

    Denver, CO
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 07/01/2026 Recommended

  • Commercial Real Estate Loan Officer

    Washington, DC
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 07/01/2026 Recommended

  • Commercial Real Estate Loan Officer

    Pittsburgh, PA
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 07/01/2026 Recommended

  • Commercial Real Estate Loan Officer

    Los Angeles, CA
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 06/18/2026 Recommended

  • Commercial Real Estate Loan Officer

    Miami, FL
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 08/05/2026 Recommended

  • Commercial Real Estate Loan Officer

    Salt Lake City, UT
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 07/01/2026 Recommended

  • Commercial Real Estate Loan Officer

    Charlotte, NC
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 08/05/2026 Recommended

  • Commercial Real Estate Loan Officer

    Atlanta, GA
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 08/05/2026 Recommended

  • Commercial Real Estate Loan Officer

    Houston, TX
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 07/30/2026 Recommended

  • Commercial Real Estate Loan Officer

    Dallas, TX
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 07/30/2026 Recommended

  • Commercial Real Estate Loan Officer

    Chicago, IL
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 07/29/2026 Recommended

  • Commercial Real Estate Loan Officer

    New York, NY
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 07/22/2026 Recommended

  • Chief Medical Officer

    Neenah, Wisconsin, United States, 54956
    The HealthCare Initiative

    THE HEALTHCARE INITIATIVE Where Talent Meets Opportunity Chief Medical Officer Northern California A mission-driven healthcare organization is seeking an experienced CMO to lead clinical strategy and support the continued evolution of healthcare delive...

    Date Posted: 08/12/2026 Recommended

  • SBA Business Development Officer

    New York, NY
    Sales Consultants of Sacramento

    Excellent opportunity for a seasoned SBA Business Development Officer with a very successful national financial institution. Responsible for generating new SBA loans in an assigned local market. Develops strategies to originate SBA loans in the marketp...

    Date Posted: 06/25/2026 Recommended

  • SBA Business Development Officer

    Los Angeles, CA
    Sales Consultants of Sacramento

    Excellent opportunity for a seasoned SBA Business Development Officer with a very successful national financial institution. Responsible for generating new SBA loans in an assigned local market. Develops strategies to originate SBA loans in the marketp...

    Date Posted: 07/23/2026 Recommended

  • SBA Business Development Officer

    Tacoma, WA
    Sales Consultants of Sacramento

    Excellent opportunity for a seasoned SBA Business Development Officer with a very successful national financial institution. Responsible for generating new SBA loans in an assigned local market. Develops strategies to originate SBA loans in the marketp...

    Date Posted: 08/05/2026 Recommended

  • SBA Business Development Officer

    Dallas, TX
    Sales Consultants of Sacramento

    Excellent opportunity for a seasoned SBA Business Development Officer with a very successful national financial institution. Responsible for generating new SBA loans in an assigned local market. Develops strategies to originate SBA loans in the marketp...

    Date Posted: 06/25/2026 Recommended