Trust Officer Manager

Full-time

MRINetwork Jobs

Trust Officer Manager

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

To apply for this position, submit your resume by choosing one of the following:

***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

Email your resume in WORD format to View email address on jobs.mrinetwork.com. Please refer to job reference code NB/TOMWI in the subject line.

NO CALLS PLEASE

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Trust Officer Manager in Neenah, WI vacancy

Trust Sales Relationship Manager
$86.66k - $148.56k
...hiring process. Associated Bank conducts a thorough background check on all new hires.We are seeking an experienced Personal Trust Relationship Manager to manage and grow a portfolio of trust and wealth management relationships. In this role, you will serve high-net-worth...
Suggested
Full time
Associated Banc-Corp
Neenah, WI
2 days ago
Hospice Liaison
...background or are a proven sales representative who thrives on building trust and driving results-this role is for you. Travel : You will... ...in assisted living facilities, hospitals, physician offices, personal care homes, and other community referral sources...
Suggested
Monday to Friday
Flexible hours
Afternoon shift
Bristol Hospice
Appleton, WI
21 hours ago
Senior Account Manager-Business Sales
$8k
...celebration, we come together — lifting our communities and building trust in how we show up, everywhere & always. Want in? Join the... ...doing \n \n With your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement for...
Suggested
Temporary work
Part time
Work experience placement
Shift work
Verizon
Appleton, WI
3 days ago
B2B Account Manager - Outside Sales
$8k
...celebration, we come together — lifting our communities and building trust in how we show up, everywhere & always. Want in? Join the... ...doing \n \n With your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement for...
Suggested
Temporary work
Part time
Work experience placement
Shift work
Verizon
Neenah, WI
4 days ago
Estimating and Preconstruction Manager
$120k - $160.2k
Estimating & Preconstruction ManagerLocation: Hybrid, prefer in office (Appleton, WI)Company: The Boldt Company - National... ...and lasting impact.As an Estimating & Preconstruction Manager, you lead how Boldt builds trust—setting projects up for success long before...
Suggested
Full time
Contract work
Work at office
The Boldt Company
Appleton, WI
3 days ago
Segment Manager - Construction, Fabrication & Shipbuilding
$97.5k - $162.5k
...construction, fabrication, and shipbuilding markets?As Segment Manager for the Industrial Equipment & Automation division of Miller Electric... ....Proven ability to influence across functions and levels.Build trust and credibility with cross-functional partners.Business...
Temporary work
Local area
Remote work
Illinois Tool Works
Appleton, WI
2 days ago
Senior Project Manager Structural (Buildings)
$99.88k - $159.8k
OverviewSenior Project Manager - Structural (Buildings)MSA is seeking a Senior Project Manager... ...closeout, this is your platform. You can office out of any of our WI, MN, IA or IL... ...We believe in the power of relationships, trust, and doing the right thing — and we take...
Full time
Temporary work
Work at office
Local area
Immediate start
Remote work
Flexible hours
MSA professional services
Appleton, WI
4 days ago
Senior Project Controls Manager
$124k - $166k
...are looking for a Senior Project Controls Manager who brings together people, financial... ...processes across the business, and build trusted partnerships from the project site to the... ...and take ownership from the field to the office. Our culture blends accountability with support...
Full time
Contract work
Work at office
Remote work
The Boldt Company
Appleton, WI
4 days ago
Quality Assurance Auditor
$60k - $65k
...Job TitlePosition Summary:Following routine procedures or with general supervision from the Quality Assurance Manager, responsible for developing, revising and conducting internal and external audits as part of the maintenance Continuing Analysis and Surveillance System...
Night shift
Weekend work
Air Wisconsin Airlines
Appleton, WI
1 day ago
Quality Specialist
$48k - $58k
...collaboration. Our Partners: We collaborate with trust and respect to drive innovation and... ...and take ownership from the field to the office. Our culture blends accountability with... ...degree in Quality, Construction Management, Engineering Technology, Manufacturing, or...
Work at office
The Boldt Company
Oshkosh, WI
2 days ago
General Manager
...General Manager PositionAt Caribou Coffee we create day-making experiences that spark a chain reaction of GOOD! This is our purpose. Our... ...Fun Happen, Be Yourself, Take Ownership, Serve with Love.Build trust through transparent communication and consistent follow-through....
Full time
Shift work
Afternoon shift
Early shift
Coffeeandbagelbrands
Menasha, WI
2 days ago
Youth Development Specialist - Relocation to Hershey, PA Required
$46.92k
...development so they can reach their full potential. Responsibilities include: Providing daily supervision and mentorship Managing household routines and student schedules Administering medications and ensuring student wellness Driving students to...
Full time
Work from home
Relocation
Relocation package
Flexible hours
Weekday work
Milton Hershey School
Appleton, WI
21 hours ago
Marketing Manager
...for safe access to food, medicine and other goods. We value their trust by making safety our guiding principle. It’s our core value and... ...I Facebook I YouTube Job Description As a Brand Marketing Manager, you will be the architect of our market leadership strategy—creating...
Full time
Temporary work
Worldwide
Flexible hours
RXinsider
Appleton, WI
21 hours ago
Human Resources Manager - Power Systems Division
Job Description:The HR Manager for the Power Systems Division plays a key role in developing... ...in all interactions. Serve as a trusted partner to managers and employees, championing... ...best practices.Proficiency with Microsoft Office applications and HRIS systems.ITW is an equal...
Work at office
Local area
Flexible hours
Illinois Tool Works
Appleton, WI
4 days ago
Renewables Estimating Manager
$120k - $160.2k
...portfolio, we’re looking for an Estimating Manager who brings strong estimating expertise, a... .... Our Partners: We collaborate with trust and respect to drive innovation and... ...and take ownership from the field to the office. Our culture blends accountability with support...
For subcontractor
Work at office
Relocation package
The Boldt Company
Appleton, WI
2 days ago
Store Manager
...Store ManagerThe Store Manager is a champion and model of Boot Barn's Mission, Vision and... ...quality experiences to build loyalty and trust.Leadership & Team Development: Leads with... ...activity, no lifting, limited walking[ ] Light: Office work, some lifting, bending, stooping or...
Work at office
Local area
Flexible hours
Shift work
Night shift
Boot Barn
Appleton, WI
1 day ago
Store Manager in Training
...Store Manager In Training (SMIT) Since 1935, GNC has been a global leader in health and wellness innovation, inspiring people to achieve their goals with a trusted and dynamic range of products. As #TeamGNC, we prioritize our consumers, constantly collaborating and...
Hourly pay
Full time
Monday to Friday
Shift work
Night shift
Afternoon shift
GNC
Appleton, WI
2 days ago
Compensation Manager
$120k - $160k
Job Description Grant Thornton is seeking a Compensation Manager to join the team. Approved office locations can be found below.As an integral member of... ...believe in making business more personal and building trust into every result - for our clients and you. Here, we go...
Minimum wage
Internship
Seasonal work
Local area
Flexible hours
3 days per week
Grant Thornton (US)
Appleton, WI
5 days ago
Project Manager I - Industrial Construction
$95k - $110k
...more than buildings—we build strong teams, trusted client relationships, and careers with... ...purpose. We’re seeking an experienced Project Manager I who thrives in a collaborative,... ...and take ownership from the field to the office. Our culture blends accountability with support...
Full time
Work at office
Relocation
Night shift
The Boldt Company
Appleton, WI
3 days ago
Field Quality Manager - Michels Pipeline, Inc.
$5,000 per month
...best serve the communities in which we are trusted to work. Regardless of size or scope, we... ...Inc. can change yours.As a Field Quality Manager, you will support field operations by... ...Pipeline industryProficiency with Microsoft Office SuiteAbility to travel across the United...
Temporary work
Work at office
Flexible hours
Michels Corporation
Neenah, WI
3 days ago
Part Sales Manager - Full Time
...Parts Sales ManagerAutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer... ..., store management supports AutoZone's mission of providing trusted automotive solutions. As a Parts Sales Manager, where you'll play...
Full time
Temporary work
Part time
Local area
Flexible hours
Night shift
Day shift
AutoZone
Neenah, WI
1 day ago
Client Services Manager
$71k
...Security Client Services Manager Join GardaWorld as a Security Client Services Manager... ...Client Services Manager, you'll be the trusted link between our clients and our organization... ...and inspect supervisors and security officers assigned to accounts within the business...
Contract work
Work experience placement
Local area
Long distance
Monday to Friday
GardaWorld
Neenah, WI
1 day ago
Retail Part Time Team Lead
$12.74 - $16.35 per hour
...Retail Team Lead (Part-Time) At Office Depot, the Retail Team Lead is a part-time role... ...customer relationships and become a trusted advisor by utilizing provided training to... ...and associates during the absence of the management team. In partnership with all associates...
Minimum wage
Part time
Work at office
Local area
Shift work
ODP
Appleton, WI
4 days ago
HR Director
...safe access to food, medicine and other goods. We value their trust by making safety our guiding principle. It’s our core value and... ...partnerships across the HR function to deliver value added services to management and employees that reflect the business objectives of the...
Full time
Contract work
Temporary work
Worldwide
Flexible hours
Amcor
Appleton, WI
1 day ago
Service Coordinator
...confidently, using friendly eye contact and positive body language Answer customer questions and help resolve concerns with care Build trust and connection that encourages customers to return Support other tasks as needed to keep operations running smoothly In...
Weekly pay
Meijer
Appleton, WI
4 days ago
Deputy Director of Communications
...ideas and multi-year initiatives. Staff are trusted to bring their expertise to the table,... ..., and its educational model. Project Management Manages external agencies, consultants,... ...Proficient in Adobe Creative Suite, Microsoft Office 365, and WordPress website software....
Work at office
Local area
Employment Resource Group, Inc.An EOS company
Neenah, WI
21 hours ago
Civil Project Manager
...yourself—apply for the job! Civil Project Manager We have a unique career opportunity for... ...WisDOT project experience. Our Wisconsin office specializes in roadway and bridges,... ...thus enhancing project outcomes and client trust. Ensure compliance with project and company...
Work at office
Local area
Immediate start
Benesch
Neenah, WI
a month ago
Kitchen Remodeling Project Coordinator
$20 - $30 per hour
...proactively resolve scheduling conflicts Manage project documentation including work... ...friendly demeanor ~ Proficiency in Microsoft Office Suite or similar project management tools... ...Central and Northeastern Wisconsin is a trusted name in kitchen remodeling, proudly...
Hourly pay
Work at office
Flexible hours
Kitchen Tune-Up Central and Northeastern Wisconsin
Appleton, WI
3 days ago
Medical Science Liaison, Caplyta - Great Lakes (IL/WI)
$117k - $201.25k
...on appropriate business conduct and ethical behavior; Medical Affairs SOPs and guidelines. In collaboration with Field Director (manager), MSL will develop and implement a performance and development plan and may contribute to additional leadership or enterprise...
Local area
Immediate start
J&J Family of Companies
Appleton, WI
4 days ago
Hospital Liaison
...founded in 2016, is a growing Healthcare Management company, focused on managing and... ...Edenbrook Appleton, a well-established and a trusted provider in the skilled nursing space located... ...learn company applications. Microsoft Office, Excel, E-mail, Outlook, Internet...
Full time
Temporary work
Work at office
Flexible hours
Night shift
Eden Senior Care
Appleton, WI
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trust Officer Manager. Be the first to apply!