Trust Officer Manager

Westport One; Appleton, Oshkosh, Neenah (WI, WI, WI); On-site; USD 120,000 - 180,000; Full time

Job summary

Westport One is seeking a Regional Wealth Management Leader to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management business. You will lead a team of trust officers and support staff, inherit an established book of business, and deepen client relationships to drive new opportunities.

Qualified candidates bring 7–10 years in Personal Trust, Estate & Probate, plus 4–7 years of leadership and at least 7 years in personal financial planning.

Qualifications

• 7–10 years of Personal Trust, Estate & Probate experience.
• 4–7 years of leadership experience.
• At least 7 years of personal financial planning expertise.
• Bachelor's degree required; JD, CFP, CTFA credentials valued.

Responsibilities

• Oversee profitability, compliance, strategy, and growth for Trust and Wealth Management.
• Lead a team of trust officers and support professionals.
• Deepen client relationships and drive new business opportunities.
• Mentor professionals and shape the wealth management platform.

Skills

Leadership

Trust & Estate Experience

Financial Planning

Business Development

Client Relationships

Education

Bachelor's degree

JD

CFP

CTFA

Job description

Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development and client retention go hand in hand? If yes, then we should talk.

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management business while leading a team of trust officers and support professionals. You'll inherit an established book of business, deepen client relationships, drive new business opportunities, and help shape the future of the Wealth Management platform, because "maintaining the status quo" isn't exactly a growth strategy.

Qualified candidates will bring 7-10 years of Personal Trust, Estate & Probate experience, 4-7 years of leadership experience, and at least 7 years of personal financial planning expertise. A Bachelor's degree is required, while a JD, CFP®, and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally explaining why estate planning is far more exciting than it sounds, you may have found your next chapter.

To learn more about our organization please visit us at www.westportone.com