Regional Trust & Wealth Manager Lead

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

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Colleague Resource Groups (diversity)

Competitive salaries and professional

Employee stock purchase plan

Military benefits

Well-being programs and incentives

Job summary

Associated Bank is seeking a leader to head the regional Wealth Management Trust business, overseeing fiduciary administration, client service, and growth across partnerships and internal teams.

The role requires 7+ years in Personal Trust and financial planning, 4+ years in management, and preferred Juris Doctor, CFP, CTFA certifications. You will recruit, coach, and drive new business while ensuring regulatory compliance and sound fiduciary practices.

Qualifications

• Bachelor's degree in Finance, Business, Pre-Law or equivalent experience.
• 7+ years 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.

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.

Skills

Leadership

Client relationship management

Financial planning

Investment management

Team building

Regulatory compliance

Education

Bachelor's degree in Finance/Business/Pre-Law

Juris Doctor

CFP

CTFA

Job description

Associated Bank is seeking a leader to head the regional Wealth Management Trust business, overseeing fiduciary administration, client service, and growth across partnerships and internal teams.

The role requires 7+ years in Personal Trust and financial planning, 4+ years in management, and preferred Juris Doctor, CFP, CTFA certifications. You will recruit, coach, and drive new business while ensuring regulatory compliance and sound fiduciary practices.