Personal Trust Manager

Associated Bank

Wausau, United States
Base: $167,930.00 - $287,880.00 py; bonus/equity: ...
Lead and manage personal trust team
Drive business development
Oversee high-value trust accounts
Associated Bank is seeking a Personal Trust Manager to lead and grow the Personal Trust business by driving client relationships, team performance, and strategic initiatives

Job Summary

  • Associated Bank is seeking a Personal Trust Manager to lead and grow the Personal Trust business 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.
  • At Associated Bank, you’ll be part of a collaborative team that values growth, leadership, and community impact, with competitive salaries and professional development opportunities.

Matching Summary

Associated Bank is seeking a Personal Trust Manager to lead and grow the Personal Trust business by driving client relationships, team performance, and strategic initiatives.

Salary

Base: $167,930.00 - $287,880.00 per year; Bonus/Equity: Not specified; Benefits: Core traditional benefits, Retirement savings, Paid time off, Bonus benefits, Personal banking, loan, investment and insurance benefits

Skills & Requirements

Must-have

  • Lead and manage Personal Trust team
  • Drive business development
  • Oversee high-value trust accounts
  • Partner across business lines
  • Develop and implement policies
  • Manage departmental budget

Nice-to-have

  • Collaborative team environment
  • Growth and development encouraged
  • Community impact focus
  • Strategic decision-making empowerment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter