Senior Personal Trust Manager – Growth & Strategy

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

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.