Personal Trust Manager II

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 requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Lead the regional Wealth Management Trust business including colleague leadership client service business development profitability and fiduciary oversight. You will shape regional strategy strengthen internal and external partnerships and help clients navigate complex trust estate investment management and financial planning needs.

What youll do:

• 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.

What youll bring:

Required

• Bachelors degree in Finance Business Pre-Law or an equivalent combination of education and experience
• 7 years of experience in Personal Trust estate administration and probate
• 7 years of experience in personal financial planning
• 4 years of management experience
• Strong knowledge of investment management and fiduciary laws rules and regulations
• Demonstrated experience developing business retaining client relationships and leading teams

Preferred

• Juris Doctor degree
• Certified Financial Planner CFP
• Certified Trust and Fiduciary Advisor CTFA

Why Youll Love Working Here

This role offers the opportunity to lead a specialized business develop talented colleagues and make a meaningful difference for clients and their families. You will work across the organization to strengthen relationships support responsible growth and help shape the future of the Trust business. Apply today to make an impact.

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-focusedColleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.
• Personal banking loan investmentand 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 our community on Facebook LinkedInand X.

Artificial Intelligence Statement

To support our recruiting process we may use artificial intelligence (AI) or automated technologies to collect organize sort and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position.

AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

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 Banks anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application interview and hiring process. Please contact 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 Englishor Spanish.

Associated Bank isPay Transparencycompliant.

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.

$167930.00 - $287880.00 per year

Required Experience:

Manager