Personal Trust Manager II

Company: Disability Solutions
Location: Neenah
Posted on: November 2, 2024

Job Description:

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.Under functional guidance of the Director of Trust, responsible for all aspects of leadership, management, profitability, compliance, business development and administration of the Regional Wealth Management line of business. Requires significant knowledge of the fiduciary laws rules and regulations governing the administration of Personal Trust, investment management and financial planning knowledge. Focus is placed on business development and client retention as well as setting policies and procedures for the Wealth Management - Personal Trust business line. Involved in strategic initiatives and projects as needed. In addition, active involvement in community activities.This person will also:

• Sell the organization's products and services by interacting with established customers and developing new prospects. Administer Personal Trust accounts of special significance to the Personal Trust line of business.
• Hire, develop, coach and manage colleagues in the region by establishing annual performance goals; allocating resources; assessing annual performance; and determining and recommending individual merit, incentive, and/or promotional increases. Assist in the development and evaluation of other regional Trust colleagues.
• Serve as product line representative for bank management committee responsible for policy and procedure issues that impact the organization's effectiveness, profitability, safety and soundness.
• Develop and recommend departmental policies, procedures and programs to ensure departmental effectiveness. Assist in the development and implementation of long-term strategies aimed at increasing market share and organization profitability. Develop budget for the unit and allocate funds within budget limit to accomplish objectives. Monitor variance against budget on an on-going basis.
• Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
• Develop and foster cross line business opportunities and relationships by building effective partnerships internally and externally. Develop and maintain professional relationships with key centers of influence, including other Bank, WMIS lines and support areas.Review the qualifications listed below:Education
  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting or related field. Required
  • Juris Doctor (JD). Preferred Experience
    • 7-10 years Personal Trust, Estate & Probate. Required
    • 4-7 years Previous management and knowledge in investment management. Required
    • 7-10 years Personal Financial Planning. RequiredCertifications
      • CFP-Certified Financial Planner. Preferred
      • CTFA-Certified Trust and Financial Advisor. Preferred
      • Must have access to reliable transportation and the ability to lawfully drive self, if applicable. RequiredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.
        • 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.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.

Keywords: Disability Solutions, Waukesha , Personal Trust Manager II, Executive , Neenah, Wisconsin