Personal Trust Manager

About the role

Associated Bank seeks a Personal Trust Manager based in Wausau to lead and grow the Personal Trust business. This role plays a critical part in expanding market share, enhancing client retention, and ensuring compliance excellence.

Responsibilities

• Lead and manage the Personal Trust team, setting goals, coaching performance, and developing talent.
• Drive business development by cultivating client relationships and expanding new business opportunities.
• Oversee administration of high-value Personal Trust accounts, ensuring exceptional client service and compliance.
• Partner across business lines to identify client needs and deliver comprehensive financial solutions.
• Develop and implement policies, procedures, and strategies to improve profitability and operational effectiveness.
• Manage departmental budget, monitor performance, and optimize resource allocation.
• Represent the Personal Trust line of business in leadership committees and strategic initiatives.
• Build and maintain relationships with key internal partners and external centers of influence.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
• 8+ years of Personal Trust, Estate & Probate experience
• 5+ years of leadership experience in financial services or investment management
• 8+ years of personal financial planning experience
• Ability to travel locally and reliable transportation

Preferred

• Juris Doctor (JD)
• CFP (Certified Financial Planner) designation
• CTFA (Certified Trust and Financial Advisor) designation

Benefits

Comprehensive benefits package including retirement savings, paid time off, volunteer opportunities, diversity-focused Colleague Resource Groups, professional development, and advancement opportunities. Additional benefits include well-being programs, parental leave, an employee stock purchase plan, military benefits, and more.

Pay

$167,930.00 - $287,880.00 per year