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 ...
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 ...
Trust Officer
$55K - $82K/yr
Manages accounts for which the financial institution acts as the trustee, investment manager ... Administers Trust Department Accounts 70% * Meets with and prepares written communication to owners ...
Trust Officer
$55K - $82K/yr
Manages accounts for which the financial institution acts as the trustee, investment manager ... Administers Trust Department Accounts 70% * Meets with and prepares written communication to owners ...
Trust Administration Manager
$100K - $120K/yr
The responsibilities of the QSF Manager include establishing new trust accounts, managing trust accounts, overseeing fund disbursements, ensuring compliance with IRS guidelines, and providing ...
Quick apply
Trust Administration Manager
$100K - $120K/yr
The responsibilities of the QSF Manager include establishing new trust accounts, managing trust accounts, overseeing fund disbursements, ensuring compliance with IRS guidelines, and providing ...
Trust Real Estate Manager
Mandeville, LA · On-site
Manages and develops new business for real estate trust and asset management relationships. * Provides specialty assets management and client services for a complex portfolio of specialty assets in ...
Trust Real Estate Manager
Mandeville, LA · On-site
Manages and develops new business for real estate trust and asset management relationships. * Provides specialty assets management and client services for a complex portfolio of specialty assets in ...
Trust Officer
$55K - $82K/yr
Manages accounts for which the financial institution acts as the trustee, investment manager ... Administers Trust Department Accounts 70% * Meets with and prepares written communication to owners ...
Trust Officer
$55K - $82K/yr
Manages accounts for which the financial institution acts as the trustee, investment manager ... Administers Trust Department Accounts 70% * Meets with and prepares written communication to owners ...
Trust Officer
Winona, MN · On-site
$55K - $82K/yr
... trust, investment agency, wills, estate, and retirement accounts ... Manages accounts for which the financial institution acts as the trustee, investment manager ...
Trust Officer
Winona, MN · On-site
$55K - $82K/yr
... trust, investment agency, wills, estate, and retirement accounts ... Manages accounts for which the financial institution acts as the trustee, investment manager ...
The Trust Support Services Manager provides leadership across key trust operations functions, ensuring accuracy, compliance, and a seamless client experience. This role oversees multiple specialized ...
The Trust Support Services Manager provides leadership across key trust operations functions, ensuring accuracy, compliance, and a seamless client experience. This role oversees multiple specialized ...
Personal Trust Service Manager
Honolulu, HI · On-site
$62K - $95K/yr
First Hawaiian Bank is seeking a Service Manager to join the Personal Trust team. In this role, you will oversee a team of Service Officers, Service Representatives and Service Specialists providing ...
Personal Trust Service Manager
Honolulu, HI · On-site
$62K - $95K/yr
First Hawaiian Bank is seeking a Service Manager to join the Personal Trust team. In this role, you will oversee a team of Service Officers, Service Representatives and Service Specialists providing ...
Manages and develops new business for real estate trust and asset management relationships. * Provides specialty assets management and client services for a complex portfolio of specialty assets in ...
Manages and develops new business for real estate trust and asset management relationships. * Provides specialty assets management and client services for a complex portfolio of specialty assets in ...
Manages and develops new business for real estate trust and asset management relationships. * Provides specialty assets management and client services for a complex portfolio of specialty assets in ...
Manages and develops new business for real estate trust and asset management relationships. * Provides specialty assets management and client services for a complex portfolio of specialty assets in ...
The Trust Support Services Manager provides leadership across key trust operations functions, ensuring accuracy, compliance, and a seamless client experience. This role oversees multiple specialized ...
The Trust Support Services Manager provides leadership across key trust operations functions, ensuring accuracy, compliance, and a seamless client experience. This role oversees multiple specialized ...
PWM Trust Managing Director
Omaha, NE · On-site
$124.69 - $146.70/hr
## PWM Trust Managing DirectorApplylocations: Omaha, NE: Dubuque, IA: Kansas City, MO: Des Moines, IA: Fargo, NDtime type: Full timeposted on: Posted 18 Days Agotime left to apply: End Date: May 22 ...
PWM Trust Managing Director
Omaha, NE · On-site
$124.69 - $146.70/hr
## PWM Trust Managing DirectorApplylocations: Omaha, NE: Dubuque, IA: Kansas City, MO: Des Moines, IA: Fargo, NDtime type: Full timeposted on: Posted 18 Days Agotime left to apply: End Date: May 22 ...
Personal Trust Service Manager
Honolulu, HI · On-site
$62K - $95K/yr
First Hawaiian Bank is seeking a Service Manager to join the Personal Trust team. In this role, you will oversee a team of Service Officers, Service Representatives and Service Specialists providing ...
Personal Trust Service Manager
Honolulu, HI · On-site
$62K - $95K/yr
First Hawaiian Bank is seeking a Service Manager to join the Personal Trust team. In this role, you will oversee a team of Service Officers, Service Representatives and Service Specialists providing ...
Personal Trust Service Manager
Honolulu, HI · On-site
$62K - $95K/yr
First Hawaiian Bank is seeking a Service Manager to join the Personal Trust team. In this role, you will oversee a team of Service Officers, Service Representatives and Service Specialists providing ...
Personal Trust Service Manager
Honolulu, HI · On-site
$62K - $95K/yr
First Hawaiian Bank is seeking a Service Manager to join the Personal Trust team. In this role, you will oversee a team of Service Officers, Service Representatives and Service Specialists providing ...
HNW/Trust and Estates Manager
Madison, WI · On-site +1
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 ...
HNW/Trust and Estates Manager
Madison, WI · On-site +1
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 ...
Trust & Estate (Fiduciary) Manager-Private Wealty (Remote!)
New York, NY · Remote
$125K - $210K/yr
As part of the Fiduciary team, the Trust & Estate Manager will be responsible for reviewing and managing the preparation of estate tax returns,gift tax returns, fiduciary tax returns and accountings ...
Quick apply
Trust & Estate (Fiduciary) Manager-Private Wealty (Remote!)
New York, NY · Remote
$125K - $210K/yr
As part of the Fiduciary team, the Trust & Estate Manager will be responsible for reviewing and managing the preparation of estate tax returns,gift tax returns, fiduciary tax returns and accountings ...
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 & 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 ...
Trust Investment Manager - Grade 10 (Exempt)
False Pass, AK · On-site
$120 - $200/hr
Manages the overall investment portfolio activities of the Trust & Investment Services department; * Manages client portfolios in order to achieve the best possible investment returns for clients and ...
New
Trust Investment Manager - Grade 10 (Exempt)
False Pass, AK · On-site
$120 - $200/hr
Manages the overall investment portfolio activities of the Trust & Investment Services department; * Manages client portfolios in order to achieve the best possible investment returns for clients and ...
New
The Personal Trust Administration Assistant Manager - Remote Offices administers complex trust accounts in accordance with the governing instrument and all applicable laws. This position provides ...
The Personal Trust Administration Assistant Manager - Remote Offices administers complex trust accounts in accordance with the governing instrument and all applicable laws. This position provides ...
HNW/Trust and Estates Manager
Brookfield, WI · On-site +1
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 ...
HNW/Trust and Estates Manager
Brookfield, WI · On-site +1
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 ...
Trust Manager information
See salary details
$11K - $28.7K
0% of jobs
$44.2K is the 25th percentile. Wages below this are outliers.
$28.7K - $46.5K
29% of jobs
$46.5K - $64.2K
0% of jobs
$64.2K - $81.9K
0% of jobs
$81.9K - $99.6K
0% of jobs
$99.6K - $117.4K
0% of jobs
The median wage is $131.7K / yr.
$117.4K - $135.1K
27% of jobs
$135.1K - $152.8K
17% of jobs
$156K is the 75th percentile. Wages above this are outliers.
$152.8K - $170.5K
14% of jobs
$170.5K - $188.3K
6% of jobs
$188.3K - $206K
7% of jobs
$11K
$124.8K
$206K
How much do trust manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a trust manager, and why are they important?
What is the difference between Trust Manager vs Trust Officer?
| Aspect | Trust Manager | Trust Officer |
|---|---|---|
| Credentials | Certifications like CTFA, CPA, or legal qualifications often preferred | Similar certifications, often with legal or financial background |
| Work Environment | Financial institutions, private banks, trust companies | Same as Trust Manager, working within banks or trust firms |
| Responsibilities | Oversees trust portfolios, manages client relationships, ensures compliance | Handles trust account setup, administration, and client communication |
| Industry Usage | Commonly used in banking and wealth management sectors | Often 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?
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?

Full-time
Retirement, PTO
Re-posted 19 days ago
Associated Bank rating
8.1
Based on 41 frontline employees who took The Breakroom Quiz
65th of 170 rated banks
Job description
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
What Associated Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Associated Bank
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Green Bay, WI, US
Year founded
1861