Associated Bank is seeking a strategic and collaborative leader to serve as Director of Trust Support Services. In this role, you will oversee centralized trust operations functions, drive operational excellence, and lead initiatives that enhance efficiency, compliance, and client service delivery across Associated Trust Company. This is an opportunity to make a meaningful impact while leading high-performing teams and shaping the future of trust operations.
Key Accountabilities- Lead centralized trust operations teams supporting onboarding, account review, asset transfers, fee processing, reconciliation, fund valuation, custody support, and securities processing.
- Drive process improvement initiatives that enhance operational efficiency, reduce risk, and improve the client experience.
- Partner with executive leadership, risk, compliance, finance, and project management teams to support strategic business objectives.
- Oversee operational readiness and implementation activities related to technology enhancements, regulatory updates, and mergers and acquisitions.
- Develop and enhance reporting and KPI dashboards that provide actionable insights to senior leadership.
- Ensure compliance with internal policies and regulatory requirements including SEC, OCC, DOL, and IRS standards.
- Evaluate vendor solutions and industry trends to support innovation and operational competitiveness.
- Build and develop high-performing teams through coaching, succession planning, accountability, and professional development initiatives.
Education & ExperienceRequired- Bachelor's degree in Business, Finance, or related field, or equivalent combination of education and experience
- 10+ years of experience in wealth management or trust operations
- 7+ years of leadership experience managing teams in complex operational environments
- Deep knowledge of trust operations, fiduciary services, and regulatory frameworks
- Strong experience leading process improvement, strategic initiatives, and change management efforts
Preferred- Master's degree in Business, Finance, or related field
- Ideal candidates will possess at least one of the following:
- CSOP (Certified Securities Operations Professional) certification
- CTOP (Certified Trust Operations Professional) certification
- CTFA (Certified Trust and Financial Advisor) certification
- CFIRS (Certified Fiduciary and Investment Risk Specialist) certification
In addition to core traditional benefits, we take pride in offering benefits for every stage of life. - Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
$137,060.00 - $234,960.00 per year
