Regional Wealth Management Leader

4 weeks ago

Madison, Wisconsin, United States ASSOCIATED BANK NA Full time

Job Summary:

We are seeking a highly skilled and experienced professional to lead our Regional Wealth Management line of business. As a key member of our team, you will be responsible for all aspects of leadership, management, profitability, compliance, business development, and administration of the Regional Wealth Management line of business.

Key Responsibilities:

  • Under the 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 fiduciary laws, rules, and regulations governing the administration of Personal Trust, investment management, and financial planning.
  • Focus 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, and active involvement in community activities.

Additional Responsibilities:

  • 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 ongoing 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.

About Associated Bank NA:

We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential.

We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.

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