Personal Trust Manager Fox Valley

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 a Personal Trust Manager to lead and grow the Personal Trust business in the Fox Valley by driving client relationships, team performance, and strategic initiatives. This role plays a critical part in expanding market share, enhancing client retention, and ensuring compliance excellence. You'll have the opportunity to shape the future of Wealth Management while making a meaningful impact in the community. Key Accountabilities 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. Education & Experience Required: Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent experience) 7+ years of Personal Trust, Estate & Probate experience 5+ years of leadership experience in financial services or investment management 7+ 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 Why You'll Love Working Here At Associated Bank, you'll be part of a collaborative team that values growth, leadership, and community impact. We... 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/A14F07C266764AAC