Senior Fiduciary Officer

4 days ago

Green Bay, 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 limited supervision, the Senior Fiduciary Officer will manage and administer assigned Personal Trust accounts and other Trust Department accounts. Focus on developing and expanding relationships with high-net-worth clients to drive asset and revenue growth through retention and sales. Provide sophisticated wealth planning advice, acting as a consultant for internal teams and identifying cross-selling opportunities. Generate new business from existing clients and prospects. Ensure compliance with policies, procedures, and regulatory changes.

This person will also:
  • Provide advice on financial planning areas including estate, retirement, investment, charitable, and risk management.
  • Administer accounts by processing requests, coordinating investments, and managing client interactions.
  • Ensure compliance with legal, tax, and regulatory requirements.
  • Identify cross-selling opportunities and refer clients to internal partners.
  • Review legal documents to ensure compliance and effective administration.
  • Participate in committees and projects to improve workflow and risk management.
  • Create sales proposals and build referral networks internally and externally.
  • Potentially supervise Administrative Assistants or Officers to meet customer service standards.
  • Represent the bank in community and business functions to enhance its image.


Education:
  • Bachelor's degree in Business, Finance, or Accounting (or equivalent experience). Required


Experience:
  • 2-4 years Personal Trust relationship management or related financial services. Relationship management retention and sales and client management success. Required
  • 2-4 years Knowledge of other bank business line product and success in identifying client needs and making referral to other bank products to address those needs. Demonstrated relationship management and client retention success within the financial services/trust industry. Compliance with, and understanding of, regulatory requirements. Required
  • 2-4 years Business development skills/experience and proven success in generating additional business from existing client base. Required
  • Past experience with and demonstrated success in creating and developing both internal and external referral network. Required


Licenses/Certifications:
  • CFP, CTFA, or CWS certification. 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 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.

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