Personal Trust Manager - Fox Valley

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 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.

Required:

• 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

Preferred:

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

At Associated Bank, you'll be part of a collaborative team that values growth, leadership, and community impact. We invest in your development while empowering you to make strategic decisions and build lasting client relationships.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, veterans, and those with military experience.

• 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.

Associated Banc‑Corp participates in the E‑Verify Program. E‑Verify Notice available in English or Spanish.

Associated Bank is pay transparency compliant.

Pay range: $ - $ per year.