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Trust Manager Jobs in Madison, WI (NOW HIRING)

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 ...

Berndt CPA LLC

Trust And Estates Tax Manager

Madison, WI · On-site

$80 - $120/hr

Overview Trust And Estates Tax Manager Work for a Next Generation Accounting Firm Make a difference and have an impact on the lives of our clients. Berndt CPA LLC is seeking an experienced Trust and ...

Berndt CPA LLC

Trust And Estates Tax Manager

Madison, WI · On-site

$111K - $146K/yr

Average 36 hours per weekPosition OverviewThe Trust and Estates Tax Manager will serve as a technical and advisory resource for fiduciary and estate tax matters while managing client relationships ...

Berndt CPA LLC

Trust And Estates Tax Manager

Madison, WI · On-site

$111K - $146K/yr

Trust And Estates Tax Manager Work for a Next Generation Accounting Firm Make a difference and have an impact on the lives of our clients. Berndt CPA LLC is seeking an experienced Trust and Estates ...

Berndt CPA

Trust And Estates Tax Manager

Madison, WI · On-site

$111K - $146K/yr

Trust And Estates Tax Manager Work for a Next Generation Accounting Firm Make a difference and have an impact on the lives of our clients. Berndt CPA LLC is seeking an experienced Trust and Estates ...

UMB Financial Corporation

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

The UMB Private Wealth Trust Sales Advisor (PWTSA) is responsible for building and managing client ... You will manage and expand high-profile client relationships. * You will provide proactive solution ...

UMB Financial

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

You will manage and expand high-profile client relationships. * You will provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals andobjectives.

State of Wisconsin

Trust Funds Specialist LTE

Madison, WI · On-site

$28 - $33/hr

The Department of Employee Trust Funds (ETF) manages retirement, insurance, and other benefit programs for 650,000+ state and local government employees and retirees of the WRS. Our members are at ...

VC Stack

VC Manager @ SWIB in Madison, WI

Madison, WI · On-site

$120 - $160/hr

SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission ...

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Trust Manager information

See Madison, WI salary details

$10.8K

$122.3K

$201.8K

How much do trust manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for trust manager in Madison, WI is $122,304.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $155,300.00 per year, depending on experience, location, and employer.

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 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 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 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.

More about Trust Manager jobs

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What job categories do people searching Trust Manager jobs in Madison, WI look for?

The top searched job categories for Trust Manager jobs in Madison, WI are:

What cities near Madison, WI are hiring for Trust Manager jobs?

Cities near Madison, WI with the most Trust Manager job openings:

Trust Manager jobs near you
Infographic showing various Trust Manager job openings in Madison, WI as of June 2026, with employment types broken down into 61% Full Time, 33% Part Time, 1% Temporary, and 5% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $122,304 per year, or $58.8 per hour.

HNW/Trust and Estates Manager

SVA Certified Public Accountants, S.C.

Madison, WI • On-site

$120 - $180/hr

Other

Re-posted 5 days ago

Job description

If you are looking for a truly meaningful career...this is it! 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 implementation. Wealth transfer and succession planning are important to clients – they value the highly intense connections we make with them. In this role, you will engage directly with the clients to inform and guide their decision-making, while collaborating with our internal leaders on client relationship management – providing multiple touchpoints for the clients.

Our exceptional team is comprised of tax principals, managers, senior accountants, staff, paraprofessionals, and everything in between. We possess a high level of understanding and expertise that spans many areas that all align around the goal of solving our client’s business and wealth transfer issues to ultimately provide them Measurable Results®. Every colleague at SVA epitomizes our 31 Fundamental behaviors that enable us to take great care of our clients and each other. SVA has achieved Great Place to Work status seven years running.

Qualifications for this role include 5 or more years’ experience in tax and accounting working with businesses and High Net Worth families in planning and compliance roles. Typical education backgrounds include bachelor’s degree in accounting or related fields that demonstrate an understanding of tax and planning processes. Successful candidates should also be certified as a CPA or EA. Experience in staff supervision and training is important as well.

We’re flexible for the right candidates: full or part time or seasonal; remote or hybrid (brick and mortar offices = Madison WI, Brookfield WI, and Colorado Springs CO); we appreciate diverse backgrounds and experience – we can develop the right candidates to be successful. What’s critical is that we attract team members who have the mindset and skills to help our clients solve problems and get the right things done.

  • Tax Consulting & Compliance
Responsibilities
  • Overseeing client projects from engagement planning to implementation and beyond
  • Develop and manage an engagement plan for implementation
  • Coordinating client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
  • Understand and establish priorities
  • Identify resource requirements and assign staffing consultants to projects
  • Monitor performance of project tasks
  • Identifying, tracking, and managing action items, issues, and risks, and serving as liaison between the client team and our internal service team to resolve all in a timely manner
  • Preparing and sending weekly status reports
  • Collaborating with peers to ensure our team is exceeding clients’ expectations
  • Delivering projects on time and within the budget
  • Professional development through community organizational involvement and business solicitation
  • All other duties as assigned

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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