Personal Trust Manager - Fox Valley

associatedbank; Neenah (WI); On-site; USD 168,000 - 288,000; Full time

Benefits offered by this job

401(k) & Pension

Volunteer PTO

ERGs (Diversity-focused)

Professional development

Employee stock purchase plan

Parental leave

Well-being programs

Job summary

Associated Bank seeks 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.

You'll have the opportunity to shape the future of Wealth Management while making a meaningful impact in the community.

Qualifications

• 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.

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

Budget management

Compliance

Travel locally

Team development

Strategic initiatives

Education

Bachelor’s degree in Business/Finance/Accounting

7+ years Personal Trust/Estate experience

5+ years leadership in financial services

7+ years personal financial planning

Ability to travel locally

Job description

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.

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. You'll have the opportunity to shape the future of Wealth Management while making a meaningful impact in the community.

Key Accountabilities

• 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.

Education & Experience

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

Why You’ll Love Working Here

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.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• 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-focusedColleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
• Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where 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. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [e-mail] if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank isPay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$167,930.00 - $287,880.00 per year