Post job

Trust officer vs investments manager

The differences between trust officers and investments managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both a trust officer and an investments manager. Additionally, an investments manager has an average salary of $116,102, which is higher than the $61,493 average annual salary of a trust officer.

The top three skills for a trust officer include real estate, portfolio and wealth management. The most important skills for an investments manager are private equity, due diligence, and real estate.

Trust officer vs investments manager overview

Trust OfficerInvestments Manager
Yearly salary$61,493$116,102
Hourly rate$29.56$55.82
Growth rate17%17%
Number of jobs56,62342,946
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 71%
Average age4646
Years of experience88

What does a trust officer do?

Trust officers are professionals who are responsible for administering trust account portfolios of their clients. These officers are required to develop business relationships with their clients by responding to the request of their clients and facilitating internal service coordination to resolve issues. They must handle activities that are associated with personal or corporate trust while providing consultation on matters related to finance and wealth. Trust officers usually work in the financial industry and report directly to a manager or head of a department.

What does an investments manager do?

The job of investment managers or fund managers is to help clients grow their money and achieve their financial and personal goals in life. Investment managers have a variety of responsibilities that often include handling all activities associated with managing client portfolios, monitoring performance measurement and transaction settlement, and determining the best strategy for investments. Also, you will be responsible for providing advice on investments and handling investments and investor decisions with discretion. As an investment manager, you are also expected to offer recommendations about investments.

Trust officer vs investments manager salary

Trust officers and investments managers have different pay scales, as shown below.

Trust OfficerInvestments Manager
Average salary$61,493$116,102
Salary rangeBetween $30,000 And $121,000Between $68,000 And $198,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateConnecticutAlaska
Best paying companyNeuberger BermanNetflix
Best paying industryFinanceFinance

Differences between trust officer and investments manager education

There are a few differences between a trust officer and an investments manager in terms of educational background:

Trust OfficerInvestments Manager
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Trust officer vs investments manager demographics

Here are the differences between trust officers' and investments managers' demographics:

Trust OfficerInvestments Manager
Average age4646
Gender ratioMale, 48.1% Female, 51.9%Male, 65.5% Female, 34.5%
Race ratioBlack or African American, 7.8% Unknown, 4.1% Hispanic or Latino, 15.0% Asian, 8.4% White, 64.4% American Indian and Alaska Native, 0.3%Black or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.2% Asian, 10.0% White, 63.9% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between trust officer and investments manager duties and responsibilities

Trust officer example responsibilities.

  • Manage personal trusts, special needs trusts, conservatorships, charitable remainder trusts and estates.
  • Manage processing transfer requests of new IRA accounts and the corresponding follow up and collection activities.
  • Achieve this through aggressive sales calling on CFO's of large corporations, attorneys, CPAs and political officials.
  • Manage the day to day affairs of various personal trust relationships, IRAs, custodial accounts, powers of attorney.
  • Manage portfolio of accounts consisting of housing, transportation, education and industrial development of both municipal and corporate issuers.
  • Contact clients, financial advisors, payroll companies and CPA's regarding items in question.
  • Show more

Investments manager example responsibilities.

  • Prepare quarterly IR reports for the board of directors, manage annual shareholder meetings and the annual report development process.
  • Develop a highly skil treasury and financial management team to achieve establish objectives.
  • Deliver and fund loans sell to FNMA and FHLMC as well as assisted in the secondary contract pipeline management.
  • Organize investor events, such as analyst days and NASDAQ opening bell ceremonies.
  • Provide support for investor relations activities, including phone calls and maintaining relationships with NASDAQ and analysts.
  • Adhere to FHLMC and specific servicing guidelines and regulations for daily and monthly remittance reporting utilizing MIDANET software.
  • Show more

Trust officer vs investments manager skills

Common trust officer skills
  • Real Estate, 8%
  • Portfolio, 7%
  • Wealth Management, 7%
  • Business Development, 7%
  • Estate Planning, 6%
  • Risk Management, 6%
Common investments manager skills
  • Private Equity, 6%
  • Due Diligence, 6%
  • Real Estate, 5%
  • Investor Relations, 5%
  • Financial Statements, 5%
  • Asset Management, 4%

Browse executive management jobs