Personal Trust Manager
Associated Bank
full-time
Posted on:
Location Type: Hybrid
Location: Milwaukee • Wisconsin • United States
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Salary
💰 $167,930 - $287,880 per year
About the role
- 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.
Requirements
- 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
- Juris Doctor (JD) preferred
- CFP (Certified Financial Planner) designation preferred
- CTFA (Certified Trust and Financial Advisor) designation preferred
Benefits
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
personal financial planningestate planningprobate managementbudget managementoperational effectivenesscompliancebusiness developmentresource allocationfinancial solutionsclient service
Soft Skills
leadershipcoachingrelationship buildingstrategic thinkinggoal settingperformance managementcommunicationcollaborationtalent developmentclient relationship management
Certifications
Bachelor's degreeJuris Doctor (JD)CFP (Certified Financial Planner)CTFA (Certified Trust and Financial Advisor)