Director of Trust Operations
Green Bay, Wisconsin, United States, 54301
Experience: Executive Management (SVP, VP, Department Head, etc)
Education: Bachelor's Degree
Category: Accounting / Finance / Insurance
Industry: Financial / Financial Services
Reference ID: NB/DTOWI
Date Posted: 06/23/2026
Shortcut: http://westport-one.jobs.mrinetwork.com/NYdpE0
Director of Trust Operations
If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make you smile instead of sweat, we should talk.
Our growing client is seeking a Director of Trust Operations to provide strategic leadership across centralized operations, including onboarding, account reviews, asset transfers, fee processing, fund valuation, reconciliations, corporate trust support, institutional custody, security processing, and management reporting. You'll lead operational readiness for technology enhancements, regulatory changes, mergers and acquisitions, and system conversions, ensuring the organization remains efficient, compliant, and ready for what's next. This role requires a leader who can balance strategy with execution, because "we'll figure it out later" is not considered a project plan.
Qualified candidates will bring 10+ years of Wealth Management or Trust Operations experience, including 7+ years of leadership, along with strong project management and system conversion expertise. Experience with FIS and SEI is highly preferred, while a Master's degree and certifications such as CSOP, CTOP, CTFA, ATFA, or CFIRS are a plus. If you enjoy turning complexity into clarity and appreciate the quiet beauty of a perfectly reconciled balance sheet, you may have just found your people.
To learn more about our organization please visit us at www.westportone.com
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 mollie@westportone.com. Please refer to job reference code NB/DTOWI in the subject line.
- NO CALLS PLEASE
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