Trust Officer Manager

Neenah, Wisconsin, United States, 54956


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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: 06/22/2026

Shortcut: http://jobs.mrinetwork.com/Dz11UF


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

 

 

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