Personal Trust Manager

Associated Banc-Corp

Wausau, Wisconsin, United States
Base: $167,930.00 - $287,880.00 py; bonus/equity: ...
Not specified (assumed fully onsite based on the role's nature).
8+ years personal trust experience
5+ years leadership in financial services
8+ years personal financial planning
Associated Banc-Corp is seeking a Personal Trust Manager in Wausau, Wisconsin, to lead their Personal Trust business by enhancing client relationships and driving team performance. The role emphasizes business development, compliance, and operational effectiveness while fostering an inclusive company culture that values growth and community impact

Job Summary

  • This role is critical for expanding market share, enhancing client retention, and ensuring compliance excellence within the Personal Trust business.
  • The successful candidate will lead a team by setting goals, coaching performance, and developing talent while driving new business opportunities.
  • Associated Bank offers competitive salaries, retirement savings including 401(k) and Pension plans, and paid time off to volunteer in the community.

Matching Summary

Match Score: 85

Associated Banc-Corp is seeking a Personal Trust Manager in Wausau, Wisconsin, to lead their Personal Trust business by enhancing client relationships and driving team performance. The role emphasizes business development, compliance, and operational effectiveness while fostering an inclusive company culture that values growth and community impact.

Salary

Base: $167,930.00 - $287,880.00 per year; Bonus/Equity: Competitive salaries with bonus benefits and incentives; Benefits: 401(k), Pension plans, parental leave, employee stock purchase plan

Skills & Requirements

Must-have

  • 8+ years Personal Trust experience
  • 5+ years leadership in financial services
  • 8+ years personal financial planning
  • Bachelor's degree in Business or Finance

Nice-to-have

  • Juris Doctor (JD) degree preferred
  • CFP designation preferred
  • CTFA designation preferred
  • Collaborative team environment

Key Requirements

  • 8+ years Personal Trust experience
  • 5+ years leadership experience
  • 8+ years personal financial planning
  • Bachelor's degree required
  • Reliable transportation required

Work Rights

Not specified

Tailored Resume

Cover Letter