Regional Director of Trust and Advisory Services

Regional Director Of Trust And Advisory Services

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 conducts a thorough background check on all new hires.

The Regional Director of Trust and Advisory Services is a senior leader responsible for executing the growth, performance, and client engagement strategy for the Personal Trust advisory business within an assigned region. This role leads teams of Trust Relationship Managers, Trust Officers, and Wealth Advisors, with accountability for revenue growth, client retention, and relationship expansion across local markets. In addition to leading the regional team, the Regional Director maintains and actively manages a portfolio of client relationships, serving as a senior advisor and contributor to business development outcomes. This player-coach role balances personal production with team leadership to drive overall regional performance. Working in partnership with the Senior Director, the Regional Director translates business strategy into disciplined execution, reinforces sales and relationship management practices, and drives consistent performance across teams. This role actively engages in the market to strengthen client and referral partner relationships, while developing talent and ensuring alignment with enterprise standards and risk expectations.

What you'll do:

Regional Business Performance

• Own regional performance with accountability for revenue growth, client retention, and relationship expansion within assigned markets
• Execute business strategies, sales management routines, and performance expectations established by senior leadership
• Monitor key performance indicators (e.g., revenue, pipeline, client retention, productivity) and drive actions to improve results

Sales Execution & Business Development

• Drive disciplined execution of business development strategies, including client acquisition, relationship deepening, and referral generation
• Reinforce expectations for pipeline management, prospecting activity, and conversion effectiveness across teams
• Personally contribute to regional growth through active participation in key client and prospect opportunities

Client Portfolio Management (Player-Coach)

• Maintain and actively manage a portfolio of client relationships, delivering trust, advisory, and financial planning solutions
• Serve as a senior advisor to clients and centers of influence, contributing directly to revenue generation and relationship growth
• Balance personal production responsibilities with team leadership to drive overall regional performance

People Leadership & Team Effectiveness

• Lead and develop teams of trust and advisory professionals, providing coaching, direction, and performance management
• Build a high-performing culture focused on accountability, client experience, and growth outcomes
• Support talent planning, succession development, and onboarding aligned to business needs

Market Presence & Client Engagement

• Maintain an active presence in the market, building relationships with key clients, centers of influence, and referral partners
• Strengthen local market positioning by identifying growth opportunities and supporting go-to-market execution
• Model effective relationship management and client engagement behaviors

Cross-Functional Partnership

• Partner with private banking, investment management, wealth planning, and fiduciary teams to deliver coordinated client solutions
• Ensure alignment between advisory, sales, and support teams to enhance client experience and drive growth

Risk & Compliance Leadership

• Ensure adherence to fiduciary responsibilities, regulatory requirements, and enterprise risk standards in all client and business activities
• Reinforce compliant behaviors and sound risk management practices across teams

What you'll bring:

Required:

• Bachelor's Degree or equivalent combination of education and experience Business, Finance, Accounting or related field
• 12+ years progressive experience in trust, wealth management, private banking, fiduciary services, or related advisory businesses, including experience in business development and client relationship management
• 10+ years demonstrated success leading teams and driving performance across defined markets or client segments. Experience leading through frontline managers or senior individual contributors within a regional or multi-market structure.
• 10+ years proven ability to execute business strategies, manage sales pipelines, and deliver measurable growth outcomes.
• 10+ years strong client relationship and business development skills, with ability to engage centers of influence and referral partners.

Licenses and certifications-Preferred.

• CTFA-Certified Trust and Financial Advisor
• CFP-Certified Financial Planner

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.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• 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.

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 Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact View email address on click.appcast.io if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish . Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$164,290.00 - $281,640.00 per year