Senior Wealth & Fiduciary Advisor

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

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.