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Trust Manager Jobs (NOW HIRING)

... trust-related issues. * Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients, delegate and manage staff work, and coach and mentor staff through career ...

Project/Program Manager I (Trust & Safety Manager) Hawthorne, CA (Hybrid - 3 days onsite) Contract: 10 Months We're looking for a Project/Program Manager to join Trust & Safety team focused on AI ...

Associated Bank is seeking a Personal Trust Manager based in Wausau to lead and grow the Personal Trust business by driving client relationships, team performance, and strategic initiatives. This ...

Job Summary The Senior Trust Manager is responsible for working for the Trust Leader and managing the day-to-day administration of Trust Officers and Senior Trust Officers. This persons focus will be ...

Job Summary The Senior Trust Manager is responsible for working for the Trust Leader and managing the day-to-day administration of Trust Officers and Senior Trust Officers. This person's focus will ...

Trust Associate

Vandalia, IL · On-site

$16 - $22/hr

Trust Manager Job Summary: Under the supervision of the Trust Manager and in accordance with bank policies and procedures, the Trust Associate performs essential duties related to daily trust ...

Trust Managing Director

Chicago, IL · On-site

$159K - $188K/yr

Responsible for oversight and management of the administration, risk management and relationship management of fiduciary and investment accounts for two or more teams of four to eight Trust ...

Responsible for oversight and management of the administration, risk management and relationship management of fiduciary and investment accounts for two or more teams of four to eight Trust ...

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Trust Manager information

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$11K

$124.8K

$206K

How much do trust manager jobs pay per year?

As of Jun 6, 2026, the average yearly pay for trust manager in the United States is $124,835.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $158,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Trust Manager, and why are they important?

To thrive as a Trust Manager, you need expertise in trust administration, fiduciary law, and financial management, typically supported by a relevant degree and industry certifications such as the Certified Trust and Fiduciary Advisor (CTFA). Proficiency in trust accounting software, estate planning tools, and compliance systems is commonly required. Exceptional communication, attention to detail, and strong interpersonal skills help in managing client relationships and navigating complex family dynamics. These skills ensure the effective administration of trusts, regulatory compliance, and high levels of client satisfaction.

What is the difference between Trust Manager vs Trust Officer?

AspectTrust ManagerTrust Officer
CredentialsCertifications like CTFA, CPA, or legal qualifications often preferredSimilar certifications, often with legal or financial background
Work EnvironmentFinancial institutions, private banks, trust companiesSame as Trust Manager, working within banks or trust firms
ResponsibilitiesOversees trust portfolios, manages client relationships, ensures complianceHandles trust account setup, administration, and client communication
Industry UsageCommonly used in banking and wealth management sectorsOften used interchangeably with Trust Manager in financial services

While both Trust Managers and Trust Officers work within trust and financial institutions, Trust Managers typically oversee entire trust portfolios and client relationships, whereas Trust Officers focus more on trust account administration and client onboarding. The roles often overlap, but Trust Managers usually hold broader responsibilities in managing trust services.

What is a Trust Manager?

A Trust Manager is a professional responsible for overseeing and administering trusts on behalf of individuals, families, or organizations. Their duties include managing trust assets, ensuring compliance with legal and fiduciary responsibilities, distributing funds to beneficiaries, and maintaining records. Trust Managers work closely with legal, financial, and tax advisors to safeguard the interests of the trust and its beneficiaries. They play a critical role in estate planning and wealth management, providing guidance and support to clients throughout the life of the trust.

What Is a Trust Manager?

A trust manager, also called a trustee, oversees the financial operations of trust funds on behalf of the fund’s beneficiaries. As a trust manager, your job duties include opening and closing trust fund accounts, monitoring the financial performance of investments in the accounts, executing investment decisions, and negotiating with buyers or sellers of real estate owned by a trust fund. The qualifications you need for a career as a trust manager are a bachelor’s degree in finance, accounting, business, or a related field. You should also have excellent analytical and decision-making skills, and experience working in the financial industry.

What are some common challenges faced by Trust Managers when managing client relationships?

Trust Managers often navigate complex relationships with clients, balancing their fiduciary responsibilities with clients' unique financial goals and family dynamics. A common challenge is addressing sensitive topics such as succession planning or investment risk tolerance while maintaining trust and clear communication. Additionally, Trust Managers must stay abreast of changing regulations and tax laws to provide accurate advice, all while collaborating closely with legal, tax, and investment professionals to ensure clients' interests are fully protected.
What cities are hiring for Trust Manager jobs? Cities with the most Trust Manager job openings:
What are the most commonly searched types of Trust jobs? The most popular types of Trust jobs are:
What states have the most Trust Manager jobs? States with the most job openings for Trust Manager jobs include:
Infographic showing various Trust Manager job openings in the United States as of May 2026, with employment types broken down into 54% Full Time, 43% Part Time, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $124,835 per year, or $60 per hour.
Trust Manager

Trust Manager

Plante Moran

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 12 days ago


Plante Moran rating

8.9

Company rating: 8.9 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

3rd of 17 rated bookkeepers and accountants


Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Your role.
Your work will include, but not be limited to:
  • Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation.
  • Prepare and review materials for, and participate in, Trust Administration and Trust Investment Committees to provide oversight and governance of trust activities.
  • Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties to discuss and advise on trust-related issues.
  • Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients, delegate and manage staff work, and coach and mentor staff through career development and performance management activities.
  • Integrate knowledge of holistic financial planning including investment management, estate planning, insurance, income tax planning, cash flow planning, philanthropic planning, retirement planning.
  • Build and maintain strong relationships with clients by demonstrating empathy and understanding, effectively managing difficult family situations, and navigating family dynamics with sensitivity and professionalism.
  • Engage in practice development, client expansion, and cross-serving to grow the practice by generating leads, meeting with future appointments, maintaining a network of internal and external referral sources, and achieving personal marketing plan and business development goals.
  • Contribute to the internal management of the organization through participation in specified initiatives and projects.

The qualifications.
  • Bachelor's degree in Business (preferably in Finance, Accounting, or Economics) is required.
  • 4-6 years of experience in Personal Trust Account Administration, financial planning, investments, and/or estate planning is required.
  • Possess at least one advanced degree or professional designation (JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP®) or Certified Public Accounting (CPA) is preferred but not required).
  • Detail-oriented leader with strong problem-solving, analytical, and communication (written and verbal) skills.
  • Actively advancing technical skills in the Trust industry and the financial services industry in general.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $115,500 - $150,000
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This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

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About Plante Moran

Sourced by ZipRecruiter

Plante Moran is one of the leading and most acknowledged certified public accounting firms, based in Southfield, MI, United States. Operating under a umbrella of industries including professional services, tax services, and consulting services, it was founded by Elorion Plante in 1924 and Frank Moran in 1950. The company’s mission is centered on the belief that they can make a remarkable difference for their clients, staff, and communities. As testament to its quality work and reputation, Plante Moran has received several accolades, including being consistently named as one of Fortune magazine's "100 Best Companies to Work For."

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Southfield, MI, US

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