Regional Director of Trust and Advisory Services

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.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

The Regional Director of Trust and Advisory Services is a senior leader responsible for executing the growth, performance, and client engagement strategy for the Personal Trust advisory business within an assigned region. This role leads teams of Trust Relationship Managers, Trust Officers, and Wealth Advisors, with accountability for revenue growth, client retention, and relationship expansion across local markets. In addition to leading the regional team, the Regional Director maintains and actively manages a portfolio of client relationships, serving as a senior advisor and contributor to business development outcomes. This player-coach role balances personal production with team leadership to drive overall regional performance. Working in partnership with the Senior Director, the Regional Director translates business strategy into disciplined execution, reinforces sales and relationship management practices, and drives consistent performance across teams. This role actively engages in the market to strengthen client and referral partner relationships, while developing talent and ensuring alignment with enterprise standards and risk expectations.

What you'll do:

Regional Business Performance

• Own regional performance with accountability for revenue growth, client retention, and relationship expansion within assigned markets
• Execute business strategies, sales management routines, and performance expectations established by senior leadership
• Monitor key performance indicators (e.g., revenue, pipeline, client retention, productivity) and drive actions to improve results

Sales Execution & Business Development

• Drive disciplined execution of business development strategies, including client acquisition, relationship deepening, and referral generation
• Reinforce expectations for pipeline management, prospecting activity, and conversion effectiveness across teams
• Personally contribute to regional growth through active participation in key client and prospect opportunities

Client Portfolio Management (Player-Coach)

• Maintain and actively manage a portfolio of client relationships, delivering trust, advisory, and financial planning solutions
• Serve as a senior advisor to clients and centers of influence, contributing directly to revenue generation and relationship growth
• Balance personal production responsibilities with team leadership to drive overall regional performance

People Leadership & Team Effectiveness

• Lead and develop teams of trust and advisory professionals, providing coaching, direction, and performance management
• Build a high-performing culture focused on accountability, client experience, and growth outcomes
• Support talent planning, succession development, and onboarding aligned to business needs

Market Presence & Client Engagement

• Maintain an active presence in the market, building relationships with key clients, centers of influence, and referral partners
• Strengthen local market positioning by identifying growth opportunities and supporting go-to-market execution
• Model effective relationship management and client engagement behaviors

Cross-Functional Partnership

• Partner with private banking, investment management, wealth planning, and fiduciary teams to deliver coordinated client solutions
• Ensure alignment between advisory, sales, and support teams to enhance client experience and drive growth

Risk & Compliance Leadership

• Ensure adherence to fiduciary responsibilities, regulatory requirements, and enterprise risk standards in all client and business activities
• Reinforce compliant behaviors and sound risk management practices across teams

What you'll bring:

Required:

• Bachelor's Degree or equivalent combination of education and experience Business, Finance, Accounting or related field
• 12+ years progressive experience in trust, wealth management, private banking, fiduciary services, or related advisory businesses, including experience in business development and client relationship management
• 10+ years demonstrated success leadi