Director of Trust Support Services, Operations

Associated Banc-Corp
United States
Workplace: OnsiteFull timeUSD 137,060 - 234,960 annuallyFunction: Executive & General ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Strategic and collaborative leadership","Process improvement","Risk reduction","Client service focus","Team development"]

Lead centralized trust operations for onboarding, account review, asset transfers, fee processing, reconciliation, custody and securities processing. Drive process improvement and operational excellence to reduce risk and improve client service delivery. Partner with executive leadership, risk, compliance, finance, and project management on technology enhancements, regulatory updates, and M&A readiness. Build reporting and KPI dashboards for senior leadership and develop high-performing teams while ensuring SEC, OCC, DOL, and IRS compliance.

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FursaFursa
Associated Banc-Corp
Associated Banc-Corp
3 months ago

Director of Trust Support Services, Operations

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 days agoStatus: Live

Job Summary

Lead centralized trust operations for onboarding, account review, asset transfers, fee processing, reconciliation, custody and securities processing. Drive process improvement and operational excellence to reduce risk and improve client service delivery. Partner with executive leadership, risk, compliance, finance, and project management on technology enhancements, regulatory updates, and M&A readiness. Build reporting and KPI dashboards for senior leadership and develop high-performing teams while ensuring SEC, OCC, DOL, and IRS compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Oversee centralized trust operations teams supporting onboarding, account review, asset transfers, fee processing, reconciliation, fund valuation, custody support, and securities processing.
  • •Drive process improvement initiatives to enhance operational efficiency, reduce risk, and improve the client experience.
  • •Partner with executive leadership, risk, compliance, finance, and project management teams to support strategic business objectives.
  • •Oversee operational readiness and implementation activities for technology enhancements, regulatory updates, and mergers and acquisitions.
  • •Develop reporting and KPI dashboards for senior leadership and build high-performing teams through coaching, succession planning, and accountability.

Pay and Benefits

Salary: USD 137,060 - 234,960 annually
Perks:401kPensionPaid LeaveParental LeaveEquityWellness Stipend

Key Requirements

  • •Bachelor’s degree in Business, Finance, or a related field (or equivalent combination of education and experience).
  • •10+ years of experience in wealth management or trust operations.
  • •7+ years of leadership experience managing teams in complex operational environments.
  • •Deep knowledge of trust operations, fiduciary services, and regulatory frameworks.
  • •Strong experience leading process improvement, strategic initiatives, and change management efforts.
Experience:10+ yearsWealth managementTrust operations
Education:Bachelor's in Business, Finance, or related field
Skills:Strategic and collaborative leadershipProcess improvementRisk reductionClient service focusTeam development
Certifications:CSOPCTOPCTFACFIRS

Company Brief

Associated Banc-Corp
Associated Banc-Corp is a bank holding company providing retail, commercial, and wealth management services across the Midwest. It offers checking, lending, treasury, mortgage, and investment solutions for consumers, businesses, and institutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Green Bay, United States
Founded: 1964
WebsiteLinkedIn