Personal Trust Manager - Fox Valley

Personal Trust Manager

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. The candidate will shape the future of Wealth Management while making meaningful community impact.

• 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.
• Responsible for reporting suspicious activity to Financial Intelligence.
• Responsible for reporting all customer complaints as prescribed and procedure violations to management or HR.
• Responsible for reporting ethical concerns as needed to the anonymous Ethics Hotline.

• 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.

• Juris Doctor (JD).
• Certified Financial Planner (CFP) designation.
• Certified Trust and Financial Advisor (CTFA) designation.

• 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, well-being programs, incentives, parental leave, employee stock purchase plan, military benefits.
• Personal banking, loan, investment, and insurance benefits.
• Base salary range: $ - $ per year.

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment wherein colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures.

Associated Bank participates in the E-Verify Program.