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Senior Fiduciary Officer

ASSOCIATED BANK NA

GREEN BAY, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
GREEN BAY, WI
Work Authorization
Not specified

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Job overview

Associated Bank is seeking an experienced Personal Trust Relationship Manager to advise high net worth clients and oversee personal trust accounts. The role focuses on wealth planning, relationship development, business growth, fiduciary compliance, and process improvements. The position requires a bachelor's degree in a related field or equivalent work experience, at least eight years of relevant experience, and experience managing high net worth relationships.

Skills & qualifications

RequiredNice to have

Skills

Trust AdministrationWealth ManagementPrivate BankingFiduciary ServicesHigh Net Worth Relationship ManagementTrust KnowledgeEstate PlanningRegulatory RequirementsBusiness DevelopmentClient Relationship Management

Qualifications

Bachelor's in Finance, Business, Accounting, Law, or Related Field or Equivalent Work Experience8+ Years Relevant Experience

Full job description

JOB REQUIREMENTS: 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. Associated Bank is seeking an experienced Personal Trust Relationship Manager to serve as a trusted advisor to high net worth clients while overseeing the administration of personal trust accounts. In this role, you will help clients achieve their wealth planning goals, deepen relationships, and drive business growth through exceptional service and strategic advice. This is an opportunity to make a meaningful impact while growing your expertise in wealth management and trust services. Job Accountabilities 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.Education & ExperienceRequired Bachelor's degree in Finance, Business, Accounting, Law, or a related field, or equivalent work experience. 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... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/EB03B3A821734722

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