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Trust Manager Jobs (NOW HIRING)

SVA

Trust and Estates Manager

Madison, WI · On-site

SVA 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 ...

Anew Recruiting

EVP Trust - Reno

Reno, NV

$200K - $250K/yr

This role will provide strategic leadership, fiduciary oversight, and relationship management for the Nevada trust platform while supporting continued growth within the high-net-worth (HNW) and ultra ...

INTRUST Bank

Trust Advisor

Wichita, KS · On-site

Establishes work processes for self and monitors progress to ensure completion of goals and objectives as defined by his or her manager. This level requires the Trust Advisor to be capable of ...

INTRUST Bank

Trust Advisor

Wichita, KS · On-site

Establishes work processes for self and monitors progress to ensure completion of goals and objectives as defined by his or her manager. This level requires the Trust Advisor to be capable of ...

Midwest Trust Company

Trust Officer

Westerville, OH · On-site

Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management ...

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

We're committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often ...

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

We're committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often ...

MTC Holding Corporation

Trust Officer

Leawood, KS · On-site

Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management ...

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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 Jul 17, 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 is the 3 month rule for jobs?

The 3 month rule for jobs typically refers to a probation period of three months during which an employer evaluates a new employee's performance and suitability for the role. For Trust Managers or similar positions, this period often involves monitoring skills, compliance, and integration into the team to determine ongoing employment or potential for extension.

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.

Which job is best for a 40 year old woman?

A Trust Manager role involves overseeing trust accounts, financial planning, and client relationships, often requiring strong communication, organizational skills, and relevant certifications. It can be suitable for women at any age with experience in finance, law, or management, and offers opportunities for career growth and stability.

What is the role of a trust manager?

A trust manager is responsible for managing and administering trusts, ensuring assets are handled according to the trust agreement and legal requirements. They oversee investment decisions, maintain records, and communicate with beneficiaries, often requiring financial expertise and relevant certifications. Their role involves safeguarding assets and ensuring compliance with trust laws and regulations.

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 jobs pay $500,000 a year in the US?

Trust managers typically do not earn $500,000 annually; high-paying roles in finance, such as hedge fund managers, investment bankers, and private equity executives, can reach or exceed this level. These positions often require extensive experience, advanced degrees, and strong industry networks, with compensation including bonuses and profit sharing that significantly boost total earnings.

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.
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Trust Manager jobs near you
Trust and Estates Manager

Trust and Estates Manager

SVA Certified Public Accountants, S.C.

Madison, WI • On-site, Remote

Full-time

Posted 15 days ago

Job description

If you are looking for a truly meaningful career...this is it! SVA 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.

Industry

  • Tax Consulting & Compliance

Responsibilities include:

  1. Overseeing client projects from engagement planning to implementation and beyond
  2. Develop and manage an engagement plan for implementation
  3. Coordinating client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
  4. Understand and establish priorities
  5. Identify resource requirements and assign staffing consultants to projects
  6. Monitor performance of project tasks
  7. 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
  8. Preparing and sending weekly status reports
  9. Collaborating with peers to ensure our team is exceeding clients’ expectations
  10. Delivering projects on time and within the budget
  11. Professional development through community organizational involvement and business solicitation
  12. All other duties as assigned

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