Associated Bank

Trust Support Services Manager

Associated Bank$110K — $189K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business, Finance, or related field (or equivalent experience)
  • 8+ years of experience in trust operations or fiduciary services
  • 5+ years of progressive management experience in operational teams
  • Strong understanding of trust accounting and fiduciary regulations
  • Possession of industry certifications such as CSOP, CTOP, CTFA, or CFIRS is preferred

Responsibilities

  • Lead multiple Trust Support Services teams to ensure consistent execution and performance.
  • Oversee trust operations activities including onboarding and account transfers.
  • Ensure adherence to fiduciary standards and compliance regulations.
  • Develop and monitor key performance indicators for productivity and service levels.
  • Drive process improvements and automation efforts to enhance client experience.
  • Partner with various departments to align operational execution with business goals.
  • Manage audit readiness and resolve findings in a timely manner.

Benefits

  • Retirement savings options including 401(k) and Pension plans.
  • Paid time off for community volunteer work.
  • Access to diversity-focused Colleague Resource Groups.
  • Opportunities for professional development and advancement.
  • Bonus benefits such as well-being programs and parental leave.
  • Personal banking, loan, investment, and insurance benefits.
Full Job Description
The Trust Support Services Manager provides leadership across key trust operations functions, ensuring accuracy, compliance, and a seamless client experience. This role oversees multiple specialized teams and is responsible for driving operational excellence, risk management, and continuous improvement.

You will play a critical role in aligning day-to-day execution with fiduciary standards and enterprise trust strategy while leading a high-performing operations organization.

Key Accountabilities
  • Lead multiple Trust Support Services teams to ensure consistent execution, performance, and service quality.
  • Oversee trust operations activities including onboarding, account transfers, documentation, billing, and administrative reviews.
  • Ensure adherence to fiduciary standards, OCC regulations, and internal policies through strong controls and oversight.
  • Develop and monitor key performance indicators to track productivity, quality, risk, and service levels.
  • Drive process improvements and automation efforts to enhance efficiency, scalability, and client experience.
  • Partner with Compliance, Risk, Technology, and Relationship Management to align operational execution with business goals.
  • Manage audit and examination readiness, including issue resolution and timely remediation of findings.
  • Communicate operational performance and risk insights clearly to senior leadership.


Education & Experience

Required
  • Bachelor's Degree in Business, Finance, or related field (or equivalent experience)
  • 8+ years of experience in trust operations, fiduciary services, or wealth management operations
  • 5+ years of progressive management or supervisory experience leading operational teams
  • Strong understanding of trust accounting, fiduciary standards, and regulatory frameworks


Preferred
  • CSOP - Certified Securities Operations Professional
  • CTOP - Certified Trust Operations Professional
  • CTFA - Certified Trust and Financial Advisor
  • CFIRS - Certified Fiduciary and Investment Risk Specialist


Why You'll Love Working Here

You'll join a team committed to operational excellence, strong client outcomes, and continuous improvement in a regulated environment. This role offers meaningful leadership responsibility, cross-functional influence, and the chance to modernize trust operations processes.

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.

$110,530.00 - $189,480.00 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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