Personal Trust Manager II

Associated Bank • Green Bay, WI

3d • $167,930 - $287,880 • Onsite

About The Position

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. 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.

Requirements

• 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

Nice To Haves

• Juris Doctor degree
• Certified Financial Planner, CFP®
• Certified Trust and Fiduciary Advisor, CTFA

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager