Senior Fiduciary Officer

About the role

Associated Bank is looking for an experienced Personal Trust Relationship Manager to act as a trusted advisor to high net worth clients and oversee the administration of personal trust accounts. The role helps clients reach their wealth planning goals, deepens relationships and drives business growth through exceptional service and strategic advice.

Key responsibilities

• Manage a portfolio of personal trust and fiduciary accounts with exceptional service and accurate administration.
• Develop and strengthen relationships with high net worth clients to drive retention, asset growth and revenue.
• Identify opportunities to expand existing relationships and attract new business through proactive client engagement.
• Provide sophisticated wealth planning guidance and customized trust solutions.
• Partner with internal teams to find cross-selling opportunities and deliver comprehensive financial solutions.
• Drive business development with existing clients and external prospects.
• Ensure compliance with fiduciary standards, internal policies, regulatory requirements and risk management practices.
• Support strategic initiatives and process improvements that improve the client experience.

Required profile

• Bachelor's degree in Finance, Business, Accounting, Law or a related field, or equivalent work experience.
• 8+ years of experience in trust administration, wealth management, private banking or fiduciary services.
• Experience managing relationships with high net worth individuals and families.
• Proven business development and client relationship management experience.
• Preferred: professional designation such as CTFA, CFP, CPA, JD or similar.
• Preferred: experience developing new trust business, advanced knowledge of wealth and estate planning, and experience working with attorneys, accountants and other advisors.

What we offer

• Salary range of $102,200 to $175,200 per year, with possible incentive, commission or bonus opportunities.
• 401(k) and pension retirement savings plans.
• Paid time off to volunteer in the community.
• Diversity-focused Colleague Resource Groups.
• Well-being programs, parental leave, employee stock purchase plan and military benefits.
• Personal banking, loan, investment and insurance benefits.