Senior Fiduciary Officer

Associated Bank • Green Bay, WI

1d • Onsite

About The Position

Associated Bank is seeking an experienced Personal Trust Relationship Manager to serve as a trusted advisor to high net worth clients while overseeing the administration of personal trust accounts. In this role, you will help clients achieve their wealth planning goals, deepen relationships, and drive business growth through exceptional service and strategic advice. This is an opportunity to make a meaningful impact while growing your expertise in wealth management and trust services.

Requirements

• Bachelor's degree in Finance, Business, Accounting, Law, or a related field, or equivalent work experience.
• 8+ years of experience in trust administration, wealth management, private banking, or fiduciary services.
• Experience managing relationships with high net worth individuals and families.
• Strong knowledge of trust, estate planning, fiduciary, and regulatory requirements.
• Proven business development and client relationship management experience.

Nice To Haves

• Professional designation such as CTFA, CFP®, CPA, JD, or related credential.
• Experience developing new trust business and expanding client relationships.
• Advanced knowledge of wealth planning, estate planning, and investment management solutions.
• Experience collaborating with attorneys, accountants, and other professional advisors.

Responsibilities

• Manage a portfolio of personal trust and fiduciary accounts, ensuring exceptional service and accurate administration.
• Develop and strengthen relationships with high net worth clients to drive retention, asset growth, and revenue generation.
• Identify opportunities to expand existing relationships and attract new business through proactive client engagement.
• Provide sophisticated wealth planning guidance and customized trust solutions to meet client needs.
• Partner with internal teams to uncover cross-selling opportunities and deliver comprehensive financial solutions.
• Drive business development efforts with existing clients and external prospects to support portfolio growth.
• Ensure compliance with fiduciary standards, internal policies, regulatory requirements, and risk management practices.
• Support strategic initiatives and process improvements that enhance the client experience and operational effectiveness.

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: Senior