Associated Bank is seeking a Personal Trust Manager to lead and grow the Personal Trust business in the Fox Valley by driving client relationships, team performance, and strategic initiatives. This role plays a critical part in expanding market share, enhancing client retention, and ensuring compliance excellence. You'll have the opportunity to shape the future of Wealth Management while making a meaningful impact in the community.
Key Accountabilities- Lead and manage the Personal Trust team, setting goals, coaching performance, and developing talent.
- Drive business development by cultivating client relationships and expanding new business opportunities.
- Oversee administration of high-value Personal Trust accounts, ensuring exceptional client service and compliance.
- Partner across business lines to identify client needs and deliver comprehensive financial solutions.
- Develop and implement policies, procedures, and strategies to improve profitability and operational effectiveness.
- Manage departmental budget, monitor performance, and optimize resource allocation.
- Represent the Personal Trust line of business in leadership committees and strategic initiatives.
- Build and maintain relationships with key internal partners and external centers of influence.
Education & ExperienceRequired:- Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent experience)
- 7+ years of Personal Trust, Estate & Probate experience
- 5+ years of leadership experience in financial services or investment management
- 7+ years of personal financial planning experience
- Ability to travel locally and reliable transportation
Preferred:- Juris Doctor (JD)
- CFP (Certified Financial Planner) designation
- CTFA (Certified Trust and Financial Advisor) designation
Why You'll Love Working HereAt Associated Bank, you'll be part of a collaborative team that values growth, leadership, and community impact. We invest in your development while empowering you to make strategic decisions and build lasting client relationships. Apply today to make an impact.
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.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$167,930.00 - $287,880.00 per year
