Personal Trust Manager

Associated Bank is seeking a Personal Trust Manager based in Wausau to lead and grow the Personal Trust business 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.

• 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)
• 8+ years of Personal Trust, Estate & Probate experience
• 5+ years of leadership experience in financial services or investment management
• 8+ years of personal financial planning experience
• Ability to travel locally and reliable transportation

• 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.

• Retirement savings including 401(k) and pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through diversity‑focused colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well‑being programs, parental leave, employee stock purchase plan, military benefits, and more.
• Personal banking, loan, investment, and insurance benefits.

Pay range: $ - $ per year. Actual pay may vary based on location, skills, experience, education, and qualifications for the role.