Personal Trust Manager II

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

Benefits offered by this job

Competitive salary and bonus potential

Retirement plans (401(k) and Pension)

Paid time off and volunteer days

Employee stock purchase plan

Diversity-focused groups and inclusion

Job summary

Associated Banc-Corp in Green Bay, WI, seeks a Personal Trust Manager II to lead the regional wealth management trust business on-site. You will oversee fiduciary matters, manage complex Personal Trust accounts, and guide a high-performing team to deliver integrated client solutions.

You will drive business development, foster strong client relationships, and collaborate with Wealth Management to align strategies and growth.

Qualifications

• Bachelor’s degree in Finance, Business, Pre-Law or equivalent.
• 7+ years of Personal Trust, estate administration and probate.
• 7+ years of personal financial planning.
• 4+ years of management experience.
• Strong knowledge of investment management and fiduciary laws, rules, and regulations.

Responsibilities

• Lead the regional Trust business with accountability for growth, profitability, client satisfaction, compliance, and operational effectiveness.
• Manage Personal Trust accounts of significant complexity and provide guidance on fiduciary matters.
• Recruit, develop, coach, and retain a high-performing team with the expertise needed to serve clients effectively.
• Drive new business development and client retention through strong relationships with clients, prospects, and centers of influence.
• Partner across Wealth Management and other business lines to identify client needs and deliver coordinated solutions.
• Develop policies, procedures, budgets, and long-term strategies that support responsible growth and sound fiduciary administration.
• Monitor regulatory, audit, compliance, and investment management requirements to protect clients and the organization.
• Represent the Trust business in management and community activities that strengthen relationships and market presence.

Education

Bachelor’s degree in Finance, Business, Pre-Law

Juris Doctor (preferred)

CFP / CTFA (preferred)

Job description

## Personal Trust Manager IIApply: On-Site: Green Bay 200 Adams: Full time: Posted Today: JR106614At 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 the regional Wealth Management Trust business, including colleague leadership, client service, business development, profitability, and fiduciary oversight. You will shape regional strategy, strengthen internal and external partnerships, and help clients navigate complex trust, estate, investment management, and financial planning needs.**What you'll do:** * **Lead** the regional Trust business with accountability for growth, profitability, client satisfaction, compliance, and operational effectiveness.* **Manage** Personal Trust accounts of significant complexity and provide guidance on fiduciary matters.* **Recruit, develop, coach, and retain** a high-performing team with the expertise needed to serve clients effectively.* **Drive** new business development and client retention through strong relationships with clients, prospects, and centers of influence.* **Partner** across Wealth Management and other business lines to identify client needs and deliver coordinated solutions.* **Develop** policies, procedures, budgets, and long-term strategies that support responsible growth and sound fiduciary administration.* **Monitor** regulatory, audit, compliance, and investment management requirements to protect clients and the organization.* **Represent** the Trust business in management and community activities that strengthen relationships and market presence.## **What you'll bring:****Required*** Bachelor’s degree in Finance, Business, Pre-Law, or an equivalent combination of education and experience* 7+ years of experience in Personal Trust, estate administration, and probate* 7+ years of experience in personal financial planning* 4+ years of management experience* Strong knowledge of investment management and fiduciary laws, rules, and regulations* Demonstrated experience developing business, retaining client relationships, and leading teams**Preferred*** Juris Doctor degree* Certified Financial Planner, CFP* Certified Trust and Fiduciary Advisor, CTFA **Why You’ll Love Working Here**This role offers the opportunity to lead a specialized business, develop talented colleagues, and make a meaningful difference for clients and their families. You will work across the organization to strengthen relationships, support responsible growth, and help shape the future of the Trust business. *Apply today to make an impact.* 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, and veterans or those with military experience. **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-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 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, LinkedIn and X. **Artificial Intelligence Statement** To support our recruiting process, we may use artificial intelligence (\"AI\") or automated technologies to collect, organize, sort, and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position.AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies. **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 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. For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range. $167,930.00 - $287,880.00 per year