Regional Director of Trust and Advisory Services
Green Bay, Wisconsin, United States, 54301
Experience: Director Management (Director/Head of Organization)
Education: Bachelor's Degree
Category: Accounting / Finance / Insurance
Industry: Financial / Financial Services
Reference ID: NB/RDTAGB
Date Posted: 08/11/2026
Shortcut: http://westport-one.jobs.mrinetwork.com/pZKnif
Regional Director of Trust and Advisory Services
If you’re a proven Trust or Wealth Management leader who gets just as excited about winning new business as you do developing great people, this could be the opportunity you’ve been waiting for.
Our client is looking for a Regional Director to lead a team of five, manage key client relationships, and most importantly, help drive significant growth across the region. This is a true player-coach role: you’ll lead from the front, build relationships with HNW/UHNW clients and Centers of Influence, develop new business, and help your team become even better at doing the same. The organization has ambitious growth objectives, so this isn’t a “keep the lights on” leadership position, you’ll have a genuine opportunity to shape the market, grow the business, and make your mark. If building a book of business, expanding referral relationships, and turning strategy into measurable results is what makes you tick, you’ll have plenty of runway here. You’ll also have the opportunity to collaborate across Private Banking, Investment Management, Wealth Planning, and Fiduciary teams to deliver comprehensive solutions to clients.
And yes, you’ll be leading a team, but you’ll still have your hands in the business, because the best leaders know you can’t coach from the sidelines forever. The role offers a unique hybrid schedule with 3 days per week in Green Bay, and the remaining 2 days at a location nearest to you, so candidates should live within a 1 hour commute. If you’re ready to take an already strong trust and advisory business and help make it significantly bigger, I’d love to have a confidential conversation with you.
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/RDTAGB in the subject line.
- NO CALLS PLEASE
-
Trust Officer Manager
Neenah, Wisconsin, United States, 54956
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 ...
Date Posted: 07/15/2026 Recommended
-
SVP Senior Trust Officer
Little Rock, Arkansas, United States, 72223
SVP Senior Trust Officer Our client is seeking an experienced Senior Vice President, Trust Officer to lead the administration of sophisticated fiduciary relationships while serving as a trusted advisor to high-net-worth individuals and multi-generation...
Date Posted: 06/18/2026 Recommended
-
Trust Counsel
New York City, New York, United States, 10010
Trust Counsel If you're the attorney people call when trust documents get complicated, tax laws change, or families need thoughtful guidance through life's biggest wealth planning decisions, we should talk. We are seeking an experienced Trust Counsel t...
Date Posted: 07/02/2026 Recommended
-
ERISA Compliance Officer
Illinois, United States
Minnesota, United States
Nebraska, United States
Wisconsin, United States
ERISA Compliance Officer If ERISA regulations, qualified retirement plans, and compliance issues are your version of “fun,” we should probably talk. One of our clients is looking for an ERISA & Compliance Officer to serve as a trusted technical resourc...
Date Posted: 08/12/2026 Recommended
-
Trust Advisor
Brentwood, Tennessee, United States, 37027
Trust Advisor Let's be honest... If you're looking for another job where you're treated like a trust-processing machine, this isn't it. If you believe trust is built through relationships—not just documents—and enjoy helping clients navigate life's big...
Date Posted: 08/07/2026 Recommended
-
Executive Director-Premier Senior Living
San Jose, California, United States, 95125
Executive Director – Premier Senior Living Tired of being treated like a number on a corporate spreadsheet? I am partnering with an industry-leading, high-end senior living owner-operator seeking an Executive Director for a premier 120+ IL/AL/MC commun...
Date Posted: 08/03/2026 Recommended
-
Assistant Director of Nursing (ADON) - No Agency Building!
District of Columbia, United States, 20007
Assistant Director of Nursing (ADON) - No Agency Building! Join a rapidly growing regional skilled nursing provider that prioritizes culture and stability. We are seeking a polished Clinical Leader to partner with a newly promoted and highly regarded D...
Date Posted: 07/07/2026 Recommended
-
Director of Nursing(DON)-Senior Living
Memphis, Tennessee, United States, 38120
Director of Nursing (DON) - Senior Living If you are a clinical leader who is tired of being treated like a number on a corporate spreadsheet, this is the move you’ve been waiting for. I am partnering with a premier senior living operator in the greate...
Date Posted: 07/24/2026 Recommended
-
Architectural Project Manager - Luxury Development
Atlanta, Georgia, United States, 30305
Architectural Project Manager - Luxury Development If you are a talented architectural professional tired of handing off great designs to third parties and watching the vision get compromised, step over to the owner-developer side! I am partnering with...
Date Posted: 08/06/2026 Recommended