Head of Personal Trust & Wealth Management

Associated Banc‑Corp; Neenah (WI); On-site; USD 168,000 - 288,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Diversity-focused Groups

Employee stock purchase plan

Job summary

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. You’ll guide policies, budgets, and cross‑line collaboration to expand market share and enhance retention.

The role requires 7+ years in Personal Trust/estate work, 5+ years leadership, and strong planning experience, with JD/CFP/CTFA preferred.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related field.
• 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.

Responsibilities

• 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.

Skills

Leadership

Client relationships

Business development

Financial services

Personal trust

Education

Bachelor's degree

7+ years trust/estate experience

5+ years leadership

7+ years financial planning

Tools

JD

CFP

CTFA

Job description

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. You’ll guide policies, budgets, and cross‑line collaboration to expand market share and enhance retention.

The role requires 7+ years in Personal Trust/estate work, 5+ years leadership, and strong planning experience, with JD/CFP/CTFA preferred.