Personal Trust Manager II

2 months ago


Chicago, United States Disability Solutions Full time
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. Required


Certifications
  • 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. Required


In 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 Statement

Associated 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 to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview 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.

  • Chicago, IL, United States Associated Bank Full time

    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...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a globally recognized financial institution with a rich history spanning over 130 years. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.We take pride in our enduring principles of service, expertise, and integrity,...


  • Chicago, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889.As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Key Responsibilities:Provide expert consulting services on Zero Trust...


  • Chicago, United States Associated Banc-Corp Full time

    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. Under limited supervision, responsible for servicing...


  • Chicago, United States Disability Solutions Full time

    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.Under limited supervision, responsible for servicing...


  • Chicago, United States Disability Solutions Full time

    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.Under limited supervision, responsible for servicing...


  • Chicago, United States Associated Banc-Corp Full time

    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. Under limited supervision, responsible for servicing...


  • Chicago, Illinois, United States GPAC Full time

    A rapidly growing local community bank seeks a skilled Trust Officer to manage trust accounts and ensure compliance with legal requirements.This role requires close collaboration with clients to understand their financial goals and develop personalized investment strategies.Manage trust accounts and ensure compliance with legal requirementsDevelop customized...


  • Chicago, Illinois, United States AG Bells II Full time

    Job SummaryWe are seeking a highly motivated and organized Assistant Manager to join our team at AG Bells II. As a key member of our management team, you will be responsible for supporting the Restaurant General Manager in ensuring the smooth operation of our restaurant.Key ResponsibilitiesManage work shifts and complete administrative duties to ensure the...

  • Trust Officer

    5 days ago


    Chicago, United States GPAC Full time

    A local community bank that is growing rapidly is looking for a Trust Officer. This is a fantastic opportunity for candidates who are experienced in trust administration and want to work for a family-friendly and supportive environment.As a Trust Officer, you will be responsible for managing trust accounts and ensuring compliance with legal requirements....


  • Chicago, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by staying true to our core principles of service, expertise, and integrity.Role: Senior...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust, a globally recognized financial institution, we pride ourselves on delivering innovative services and guidance to the world's most successful individuals, families, and institutions. With over 130 years of experience and 22,000 partners worldwide, we provide exceptional service using leading technology.As an office-based position, this...


  • Chicago, Illinois, United States G-PAC Full time

    Job Summary: We are seeking a highly skilled Trust Officer to join our team at G-PAC. As a Trust Officer, you will be responsible for managing trust accounts and ensuring compliance with legal requirements. This is a fantastic opportunity for candidates who are experienced in trust administration and want to work for a family-friendly and supportive...


  • Chicago, Illinois, United States Northern Trust Full time

    About Us:Northern Trust is a leading financial institution that has been delivering exceptional financial services for over 130 years. With a strong commitment to innovation, expertise, and integrity, we serve the world's most sophisticated clients using cutting-edge technology and personalized service.As a global company with a presence in Chicago, IL, we...

  • IT Asset Management

    2 weeks ago


    Chicago, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a global financial institution with a rich history dating back to 1889. We are committed to delivering innovative financial services and guidance to our clients through our core values of service, expertise, and integrity.Role: IT Asset Management (ITAM) Head, Sr. DirectorThe Sr. Director of IT Asset Management is...

  • IT Asset Management

    3 months ago


    Chicago, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...