Associated Bank

Personal Trust Manager II

Associated Bank • $167K — $287K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Business, Pre-Law, or equivalent experience
  • 7+ years in Personal Trust, estate administration, and probate
  • 7+ years in personal financial planning
  • 4+ years in management roles
  • Strong grasp of investment management and fiduciary regulations
  • Proven track record in business development and client retention

Responsibilities

  • Lead the regional Trust business focusing on growth and profitability
  • Manage complex Personal Trust accounts and provide fiduciary guidance
  • Recruit and develop a high-performing team to effectively serve clients
  • Drive business development and enhance client retention through strong relationships
  • Collaborate with Wealth Management and other lines to meet client needs
  • Develop strategies, procedures, and budgets supporting growth and fiduciary integrity
  • Monitor compliance and regulatory requirements to safeguard clients and the organization

Benefits

  • Retirement savings plans including 401(k) and Pension
  • Paid time off for community volunteering
  • Connections through diversity-focused Colleague Resource Groups
  • Professional development and career advancement opportunities
  • Bonus benefits including well-being programs, parental leave, and insurance
  • Personal banking and loan benefits
Full Job Description
Lead the regional Wealth Management Trust business, including colleague leadership, client service, business development, profitability, and fiduciary oversight. You will shape regional strategy, strengthen internal and external partnerships, and help clients navigate complex trust, estate, investment management, and financial planning needs. What you'll do: • Lead the regional Trust business with accountability for growth, profitability, client satisfaction, compliance, and operational effectiveness. • Manage Personal Trust accounts of significant complexity and provide guidance on fiduciary matters. • Recruit, develop, coach, and retain a high-performing team with the expertise needed to serve clients effectively. • Drive new business development and client retention through strong relationships with clients, prospects, and centers of influence. • Partner across Wealth Management and other business lines to identify client needs and deliver coordinated solutions. • Develop policies, procedures, budgets, and long-term strategies that support responsible growth and sound fiduciary administration. • Monitor regulatory, audit, compliance, and investment management requirements to protect clients and the organization. • Represent the Trust business in management and community activities that strengthen relationships and market presence. What you'll bring: Required • Bachelor's degree in Finance, Business, Pre-Law, or an equivalent combination of education and experience • 7+ years of experience in Personal Trust, estate administration, and probate • 7+ years of experience in personal financial planning • 4+ years of management experience • Strong knowledge of investment management and fiduciary laws, rules, and regulations • Demonstrated experience developing business, retaining client relationships, and leading teams Preferred • Juris Doctor degree • Certified Financial Planner, CFP® • Certified Trust and Fiduciary Advisor, CTFA Why You'll Love Working Here This role offers the opportunity to lead a specialized business, develop talented colleagues, and make a meaningful difference for clients and their families. You will work across the organization to strengthen relationships, support responsible growth, and help shape the future of the Trust business. 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. For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range. $167,930.00 - $287,880.00 per year

About Associated Bank

Associated Bank is a regional bank that provides a wide range of financial products and services to individuals, businesses, and organizations. The bank offers personal and business banking, wealth management, and insurance services, and operates more than 200 locations throughout Wisconsin, Illinois, and Minnesota. Associated Bank was founded in 1861 and has a long history of serving its communities and customers. The bank is committed to providing exceptional customer service and building strong relationships with its customers.
Learn more about Associated Bank
Size
4,900 employees
Industry
Founded
1874

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