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Trust Operations Manager Jobs (NOW HIRING)

Your Future Team Reporting to the Manager of Trust Operations for Hightower Trust Company, the Trust Operations team provides exceptional service to financial advisors and clients by accurately and ...

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Trust Operations Manager information

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$31K

$63.5K

$118.5K

How much do trust operations manager jobs pay per year?

As of Jun 27, 2026, the average yearly pay for trust operations manager in the United States is $63,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,500.00 per year, depending on experience, location, and employer.

Does operations make a lot of money?

Trust Operations Managers typically earn a competitive salary that varies by industry, location, and experience. While they can earn a good income, their compensation is generally aligned with managerial roles in finance, compliance, and risk management, often supplemented by bonuses or incentives. Overall, the role offers a stable income but is not usually among the highest-paying positions in an organization.

Is ops manager higher than GM?

A Trust Operations Manager is typically responsible for overseeing trust-related processes and ensuring compliance within an organization. Generally, a General Manager (GM) holds a broader leadership role overseeing overall operations, making the GM position higher in organizational hierarchy than an operations manager. However, the specific hierarchy can vary depending on the company's structure and industry.

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.

How much does a trust operations specialist make?

A trust operations specialist typically earns between $50,000 and $80,000 annually, depending on experience, location, and the size of the organization. The role often requires knowledge of trust administration, financial regulations, and proficiency with trust management software.

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 Trust Operations Managers?

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.

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 does a trust operations manager do?

A trust operations manager oversees the administration and management of trust accounts, ensuring compliance with legal and regulatory requirements. They coordinate activities such as asset management, record keeping, and reporting, often using specialized software and working closely with legal and financial professionals. Strong organizational skills and knowledge of trust laws are essential for this role.
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Trust Operations Specialist

Hightower

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago


Job description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
Reporting to the Manager of Trust Operations for Hightower Trust Company, the Trust Operations team provides exceptional service to financial advisors and clients by accurately and efficiently opening and funding new accounts; processing money movement and other trust-related transactions; remediating errors; invoicing and collecting client fees; administering critical trust applications; and leading special projects to improve how the company operates. The team collaborates with many departments to ensure positive experiences for advisors and clients. The Trust Operations Specialist is an important role that directly controls the accurate and timely processing of transactions, which is key to ensuring that trust be successful in this position if you have a strong attention to detail, learn quickly in a fast-paced environment, manage time effectively, prioritize team versus individual success, strive to exceed expectations, and collaborate effectively with all levels of the organization.
What You'll Do
  • Oversee and process money and asset movements through our banking institutions, custodians, or other third-party providers (cashiering, asset transfers, vault assets)
  • Assist with the review and approval of transactions within appropriate limits and under dual control
  • Process account openings for multiple custodians including asset transfers (TOAs)
  • Review custodian alerts and process entitlement reports/requests
  • Process maintenance and other account update requests across multiple different custodians
  • Assist with internal house account and vault reconciliations
  • Monitor and respond to general Trust Ops team emails
  • Act as a point of contact for high-value clients, responding to inquiries, address concerns, and providing exceptional service to build and maintain strong client relationships
  • Process incoming and outgoing mail
  • Process check deposits and disbursements
  • General billing for trust accounts including invoices
  • Process Improvement
  • Identify areas for process optimization and efficiency enhancement within trust operations

What You'll Bring
  • Bachelor's degree or ability to demonstrate required skills and knowledge needed for this job.
  • 1+ years of financial services operations experience
  • Proficiency in Microsoft Office applications, particularly Excel
  • CTFA or CTOP is preferred
  • In-depth knowledge of trust administration, fiduciary services, asset management, and financial products
  • Strong understanding of regulatory frameworks and compliance requirements related to trust operations
  • Able to think critically to resolve complex, time-sensitive inquiries and data issues
  • Excellent time management skills
  • Strong attention to detail
  • Highly motivated self-starter
  • Able to work efficiently and effectively in a group setting

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • Mother's lounge onsite
  • Flexible PTO plan
  • In-office Monday through Thursday and work from home on Fridays
  • Free brand-new gym in the Chicago office
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.