Personal Trust Manager - Fox Valley

Associated Banc-Corp
United States
Workplace: OnsiteFull timeUSD 167,930 - 287,880 annuallyFunction: Customer Success & Account ManagementExperience: 7+ yearsEducation: bachelorsSkills: ["Leadership","Client relationship management","Coaching","Strategic planning","Compliance focus"]

Lead and grow the Personal Trust business in the Fox Valley by driving client relationships, team performance, and strategic initiatives. Oversee high-value trust account administration with a focus on exceptional client service and compliance excellence. Partner across business lines to identify client needs, develop solutions, implement profitability and operational improvements, manage the departmental budget, and represent the Personal Trust line in leadership committees.

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

Personal Trust Manager - Fox Valley

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

Job Summary

Lead and grow the Personal Trust business in the Fox Valley by driving client relationships, team performance, and strategic initiatives. Oversee high-value trust account administration with a focus on exceptional client service and compliance excellence. Partner across business lines to identify client needs, develop solutions, implement profitability and operational improvements, manage the departmental budget, and represent the Personal Trust line in leadership committees.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Lead and manage the Personal Trust team by 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 to ensure exceptional client service and compliance.
  • •Partner across business lines to identify client needs and deliver comprehensive financial solutions.
  • •Develop and implement policies, manage the departmental budget, and represent the line of business in leadership committees and strategic initiatives.
Travel: Low travel

Pay and Benefits

Salary: USD 167,930 - 287,880 annually
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveEquity

Key Requirements

  • •Bachelor’s degree in Business, Finance, Accounting, or a 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 with reliable transportation.
Experience:7+ years
Education:Bachelor's in Business, Finance, Accounting (or related field)
Skills:LeadershipClient relationship managementCoachingStrategic planningCompliance focus
Certifications:CFPCTFAJuris Doctor (JD)

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