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Trust Operations Manager Jobs in Appleton, WI (NOW HIRING)

Build engagement, accountability, and trust across the organization. * Establish succession plans ... Bachelor's degree in Operations Management, Supply Chain, Business, or related field preferred.

Build engagement, accountability, and trust across the organization. * Establish succession plans ... Bachelor's degree in Operations Management, Supply Chain, Business, or related field preferred.

Assistant Manager

Appleton, WI · On-site

$19.50/hr

In the absence of your Operations Manager, you would assume additional management duties. Come for ... High level of ethics, values, integrity, and trust * Flexible availability - including nights ...

Assistant Manager

Appleton, WI · On-site

$19.50/hr

In the absence of your Operations Manager, you would assume additional management duties. Come for ... High level of ethics, values, integrity, and trust * Flexible availability - including nights ...

Production & Operations Management: * Coordinate daily production activities and workflow. * Adjust ... Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and ...

Production & Operations Management: * Coordinate daily production activities and workflow. * Adjust ... Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and ...

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Trust Operations Manager information

See Appleton, WI salary details

$30.2K

$61.9K

$115.6K

How much do trust operations manager jobs pay per year?

As of Aug 28, 2026, the average yearly pay for trust operations manager in Appleton, WI is $61,916.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $75,600.00 per year, depending on experience, location, and employer.

What is a trust operations manager?

Trust Operations Managers are professionals responsible for overseeing the administrative and operational functions of trust departments in financial institutions or trust companies. Their duties include managing trust accounts, ensuring compliance with regulations, supervising staff, and coordinating with other departments to provide seamless client service. They play a key role in safeguarding client assets, processing transactions, and maintaining accurate records. Trust Operations Managers must have strong knowledge of trust and estate laws, financial regulations, and operational best practices to ensure the efficient and secure management of trust operations.

How does a trust operations manager typically collaborate with other departments within a financial institution?

A Trust Operations Manager regularly collaborates with departments such as compliance, IT, legal, and client services to ensure seamless processing and administration of trust accounts. They often coordinate with compliance teams to ensure adherence to regulatory requirements, work with IT to optimize trust accounting systems, and support client services in resolving account-related issues. This cross-departmental collaboration is essential for maintaining accuracy, efficiency, and regulatory compliance in trust operations.

What are the key skills and qualifications needed to thrive as a trust operations manager, and why are they important?

To thrive as a Trust Operations Manager, you need expertise in trust administration, financial operations, and regulatory compliance, usually supported by a bachelor’s degree in finance or a related field. Familiarity with trust accounting software, portfolio management systems, and industry certifications such as the Certified Trust and Fiduciary Advisor (CTFA) are highly valued. Exceptional attention to detail, leadership, and strong interpersonal skills help in managing teams and maintaining client relationships. These skills are vital to ensure accurate trust management, mitigate risk, and deliver reliable service in a highly regulated environment.

What is the difference between Trust Operations Manager vs Trust Officer?

AspectTrust Operations ManagerTrust Officer
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like CPA or CFA are commonOften holds similar degrees; certifications like CPA, CFA, or trust-specific credentials are advantageous
Work EnvironmentManages operational processes within trust departments, overseeing compliance and efficiencyHandles client relationships, manages trust accounts, and ensures fiduciary duties are met
Employer & Industry UsageFound in banks, trust companies, and financial institutionsCommonly employed by banks, trust companies, and wealth management firms

While both roles operate within trust services, the Trust Operations Manager focuses on managing operational processes and compliance, whereas the Trust Officer primarily manages client relationships and fiduciary responsibilities. Both roles require relevant financial credentials and are integral to trust department functions.

What are popular job titles related to Trust Operations Manager jobs in Appleton, WI?

For Trust Operations Manager jobs in Appleton, WI, the most frequently searched job titles are:

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

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

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

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

Director of Trust Support Services, Operations

Green Bay, WI • On-site

Full-time

Retirement, PTO

Re-posted 2 days ago


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 strategic and collaborative leader to serve as Director of Trust Support Services. In this role, you will oversee centralized trust operations functions, drive operational excellence, and lead initiatives that enhance efficiency, compliance, and client service delivery across Associated Trust Company. This is an opportunity to make a meaningful impact while leading high-performing teams and shaping the future of trust operations.

Key Accountabilities

  • Lead centralized trust operations teams supporting onboarding, account review, asset transfers, fee processing, reconciliation, fund valuation, custody support, and securities processing.

  • Drive process improvement initiatives that enhance operational efficiency, reduce risk, and improve the client experience.

  • Partner with executive leadership, risk, compliance, finance, and project management teams to support strategic business objectives.

  • Oversee operational readiness and implementation activities related to technology enhancements, regulatory updates, and mergers and acquisitions.

  • Develop and enhance reporting and KPI dashboards that provide actionable insights to senior leadership.

  • Ensure compliance with internal policies and regulatory requirements including SEC, OCC, DOL, and IRS standards.

  • Evaluate vendor solutions and industry trends to support innovation and operational competitiveness.

  • Build and develop high-performing teams through coaching, succession planning, accountability, and professional development initiatives.

Education & Experience

Required

  • Bachelor's degree in Business, Finance, or related field, or equivalent combination of education and experience

  • 10+ years of experience in wealth management or trust operations

  • 7+ years of leadership experience managing teams in complex operational environments

  • Deep knowledge of trust operations, fiduciary services, and regulatory frameworks

  • Strong experience leading process improvement, strategic initiatives, and change management efforts

Preferred

  • Master's degree in Business, Finance, or related field

  • Ideal candidates will possess at least one of the following:

    • CSOP (Certified Securities Operations Professional) certification

    • CTOP (Certified Trust Operations Professional) certification

    • CTFA (Certified Trust and Financial Advisor) certification

    • CFIRS (Certified Fiduciary and Investment Risk Specialist) certification

Why You'll Love Working Here

At Associated Bank, you'll join a collaborative organization that values innovation, leadership, and professional growth. You'll have the opportunity to influence strategic initiatives, lead impactful operational improvements, and help shape the future of fiduciary services within a respected financial institution. 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-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand 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 onFacebook,LinkedInandX.

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 contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

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.

$137,060.00 - $234,960.00 per year