Senior Fiduciary Officer

associatedbank; Green Bay (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Paid time off

Employee stock purchase plan

Job summary

Associated Bank is seeking a seasoned wealth management professional to lead fiduciary services for high net worth clients in Wisconsin. You will manage personal trust accounts, deliver sophisticated planning, and partner with internal teams to grow the client portfolio.

The role emphasizes strong regulatory knowledge, client relationship skills, and business development capabilities to expand trusted advisory services.

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Law, or related field.
• 8+ years of experience in trust administration, wealth management, private banking, or fiduciary services.
• Experience managing relationships with high net worth individuals and families.
• Strong knowledge of trust, estate planning, fiduciary, and regulatory requirements.
• Proven business development and client relationship management experience.

Responsibilities

• Manage a portfolio of personal trust and fiduciary accounts, ensuring exceptional service and accurate administration.
• Develop and strengthen relationships with high net worth clients to drive retention, asset growth, and revenue generation.
• Identify opportunities to expand existing relationships and attract new business through proactive client engagement.
• Provide sophisticated wealth planning guidance and customized trust solutions to meet client needs.
• Partner with internal teams to uncover cross-selling opportunities and deliver comprehensive financial solutions.
• Drive business development efforts with existing clients and external prospects to support portfolio growth.
• Ensure compliance with fiduciary standards, internal policies, regulatory requirements, and risk management practices.
• Support strategic initiatives and process improvements that enhance the client experience and operational effectiveness.

Skills

Client relationships

Business development

Estate planning

Fiduciary knowledge

Regulatory knowledge

Education

Bachelor's degree

Tools

CTFA

CFP

CPA

JD

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.

Job Accountabilities

• Manage a portfolio of personal trust and fiduciary accounts, ensuring exceptional service and accurate administration.
• Develop and strengthen relationships with high net worth clients to drive retention, asset growth, and revenue generation.
• Identify opportunities to expand existing relationships and attract new business through proactive client engagement.
• Provide sophisticated wealth planning guidance and customized trust solutions to meet client needs.
• Partner with internal teams to uncover cross-selling opportunities and deliver comprehensive financial solutions.
• Drive business development efforts with existing clients and external prospects to support portfolio growth.
• Ensure compliance with fiduciary standards, internal policies, regulatory requirements, and risk management practices.
• Support strategic initiatives and process improvements that enhance the client experience and operational effectiveness.

Education & Experience

Required

• Bachelor's degree in Finance, Business, Accounting, Law, or a related field, or equivalent work experience.
• 8+ years of experience in trust administration, wealth management, private banking, or fiduciary services.
• Experience managing relationships with high net worth individuals and families.
• Strong knowledge of trust, estate planning, fiduciary, and regulatory requirements.
• Proven business development and client relationship management experience.

Preferred

• Professional designation such as CTFA, CFP®, CPA, JD, or related credential.
• Experience developing new trust business and expanding client relationships.
• Advanced knowledge of wealth planning, estate planning, and investment management solutions.
• Experience collaborating with attorneys, accountants, and other professional advisors.

Why You'll Love Working Here

At Associated Bank, you'll be part of a collaborative team dedicated to helping clients build and preserve their financial legacy. We invest in your professional growth through ongoing development opportunities, meaningful career paths, and exposure to complex client relationships. You'll have the opportunity to make a lasting impact on clients, colleagues, and communities while building a rewarding career.

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.

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, 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 .

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