Director of Trust Support Services, Operations

About the role

Associated Bank seeks a strategic and collaborative leader to serve as Director of Trust Support Services. This role involves overseeing centralized trust operations functions, driving operational excellence, and leading initiatives that enhance efficiency, compliance, and client service delivery.

Responsibilities

• Lead centralized trust operations teams supporting onboarding, account review, asset transfers, fee processing, reconciliation, fund valuation, custody support, and securities processing.
• Drive process improvement initiatives that enhance operational efficiency, reduce risk, and improve the client experience.
• Partner with executive leadership, risk, compliance, finance, and project management teams to support strategic business objectives.
• Oversee operational readiness and implementation activities related to technology enhancements, regulatory updates, and mergers and acquisitions.
• Develop and enhance reporting and KPI dashboards that provide actionable insights to senior leadership.
• Ensure compliance with internal policies and regulatory requirements including SEC, OCC, DOL, and IRS standards.
• Evaluate vendor solutions and industry trends to support innovation and operational competitiveness.
• Build and develop high-performing teams through coaching, succession planning, accountability, and professional development initiatives.

Requirements

• Bachelor’s degree in Business, Finance, or related field, or equivalent combination of education and experience.
• 10+ years of experience in wealth management or trust operations.
• 7+ years of leadership experience managing teams in complex operational environments.
• Deep knowledge of trust operations, fiduciary services, and regulatory frameworks.
• Strong experience leading process improvement, strategic initiatives, and change management efforts.

Preferred

• Master’s degree in Business, Finance, or related field.
• One of the following certifications: CSOP, CTOP, CTFA, CFIRS.

Benefits

At Associated Bank, you'll enjoy a competitive salary, professional development opportunities, and a range of benefits including:

• 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.
• Well-being programs and incentives.
• Parental leave.
• An employee stock purchase plan.
• Military benefits.
• Personal banking, loan, investment, and insurance benefits.

Schedule

Full-time position.

Pay

$137,060.00 - $234,960.00 per year.