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: 07/15/2026

Shortcut: http://jobs.mrinetwork.com/Fcbi48


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: 05/18/2026 Recommended

  • Trust Officer

     New York City, New York, United States, 10010
     Westport One

    Trust Officer Are you the kind of Trust Officer who enjoys navigating complex fiduciary relationships, solving sophisticated planning challenges, and building lasting client partnerships? We're looking for a talented Trust Officer to join our clients N...

    Date Posted: 07/06/2026 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: 05/20/2026 Recommended

  • Director of Trust Administration

     New York City, New York, United States, 10010
     Westport One

    Director of Trust Administration Are you the person other trust officers call when things get complicated, regulations change, or someone asks, “Can we actually do that?” We are seeking a Director of Trust Administration to serve as the senior fiduciar...

    Date Posted: 06/24/2026 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

  • 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: 05/20/2026 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

     Detroit, MI
     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: 06/10/2026 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: 06/03/2026 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: 06/03/2026 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: 06/03/2026 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

     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

     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

     Phoenix, AZ
     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: 05/27/2026 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: 05/20/2026 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: 05/20/2026 Recommended

  • Loan Workout Officer

    Greater Pittsburgh
    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

  • 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: 05/27/2026 Recommended

  • SBA Business Development Officer

     Phoenix , Arizona, United States, 85001
     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: 07/02/2026 Recommended

  • SBA Business Development Officer

     Anaheim, California, United States, 92801
     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: 07/02/2026 Recommended

  • SBA Business Development Officer

     Fresno, 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: 07/02/2026 Recommended

  • SBA Business Development Officer

     Spokane, 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: 07/15/2026 Recommended

  • SBA Business Development Officer

     Encino, 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: 06/10/2026 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

     Chicago, IL
     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: 05/29/2026 Recommended

  • SBA Business Development Officer

     Charlotte, NC
     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: 06/17/2026 Recommended