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Trust Manager Jobs in Wisconsin (NOW HIRING)

SVA

HNW/Trust and Estates Manager

Brookfield, WI · On-site

SVA HNW Trust & Estates Managers partner with business owners, their families, and their advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and ...

SVA

HNW/Trust and Estates Manager

Madison, WI · On-site

SVA HNW/Trust & Estates Managers partner with business owners, their families, and their advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and ...

Capital First Trust Company

Trust Officer

Milwaukee, WI · On-site

$80K - $100K/yr

Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

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 ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

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 ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

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 ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

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 ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

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 ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

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 ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

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 ...

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Trust Manager information

See Wisconsin salary details

$11.1K

$126K

$207.9K

How much do trust manager jobs pay per year?

As of Aug 12, 2026, the average yearly pay for trust manager in Wisconsin is $126,002.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,400.00 and $160,000.00 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.
More about Trust Manager jobs
What are the most commonly searched types of Trust jobs in Wisconsin? The most popular types of Trust jobs in Wisconsin are:
What are popular job titles related to Trust Manager jobs in Wisconsin? For Trust Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Trust Manager jobs in Wisconsin look for? The top searched job categories for Trust Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Trust Manager jobs? Cities in Wisconsin with the most Trust Manager job openings:
Trust Manager jobs near you
Infographic showing various Trust Manager job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 15% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $126,002 per year, or $60.6 per hour.

Personal Trust Manager - Fox Valley

Associated Bank

Neenah, WI • On-site

Full-time

Retirement, PTO

Re-posted 24 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

66th of 171 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Associated Bank is seeking a Personal Trust Manager to lead and grow the Personal Trust business in the Fox Valley by driving client relationships, team performance, and strategic initiatives. This role plays a critical part in expanding market share, enhancing client retention, and ensuring compliance excellence. You'll have the opportunity to shape the future of Wealth Management while making a meaningful impact in the community.
Key Accountabilities
  • Lead and manage the Personal Trust team, setting goals, coaching performance, and developing talent.
  • Drive business development by cultivating client relationships and expanding new business opportunities.
  • Oversee administration of high-value Personal Trust accounts, ensuring exceptional client service and compliance.
  • Partner across business lines to identify client needs and deliver comprehensive financial solutions.
  • Develop and implement policies, procedures, and strategies to improve profitability and operational effectiveness.
  • Manage departmental budget, monitor performance, and optimize resource allocation.
  • Represent the Personal Trust line of business in leadership committees and strategic initiatives.
  • Build and maintain relationships with key internal partners and external centers of influence.

Education & Experience
Required:
  • Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent experience)
  • 7+ years of Personal Trust, Estate & Probate experience
  • 5+ years of leadership experience in financial services or investment management
  • 7+ years of personal financial planning experience
  • Ability to travel locally and reliable transportation

Preferred:
  • Juris Doctor (JD)
  • CFP (Certified Financial Planner) designation
  • CTFA (Certified Trust and Financial Advisor) designation

Why You'll Love Working Here
At Associated Bank, you'll be part of a collaborative team that values growth, leadership, and community impact. We invest in your development while empowering you to make strategic decisions and build lasting client relationships. Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$167,930.00 - $287,880.00 per year

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