Personal Trust Manager - Fox Valley

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

Benefits offered by this job

Retirement savings including 401(k) &

Pension plans

Volunteer time off

Diversity-focused Colleague ResourceGs

Competitive salaries with development

Bonuses and well-being programs

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. 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

• 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 experience

Client relationship management

Financial planning

Strategic thinking

Team development

Business development

Education

Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)

JD (preferred)

CFP designation (preferred)

CTFA designation (preferred)

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

• 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

Benefits

• 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, employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.

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. Apply today to make an impact.

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 is Pay 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