Senior Fiduciary Officer

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.

As a Senior Fiduciary Advisor, you will manage and administer assigned Personal Trust accounts and other Trust Department accounts. This role focuses on retaining and growing relationships with high-net-worth clients, driving asset growth, and identifying new revenue opportunities. You’ll provide expert wealth planning solutions while ensuring compliance with internal policies and regulatory requirements.

This person will also be responsible for:

• Client Consultation: Use strong listening and consulting skills to advise clients on financial planning areas, including estate planning, retirement, investments, and charitable planning.

• Account Administration: Manage client accounts by processing requests, scheduling appointments, reviewing legal documents, and coordinating investment cash flow with the investment officer.

• Compliance & Risk Management: Stay up to date on legal, regulatory, and tax changes, ensuring all activities comply with internal policies and external regulations.

• Cross-Selling Opportunities: Profile existing clients for additional financial services, collaborating with internal partners to meet client needs.

• New Business Development: Independently or collaboratively create proposals to generate new business, while expanding internal and external referral sources.

• Leadership & Development: Potentially oversee Administrative Assistants or Officers to ensure top-notch customer service and compliance with procedures.

• Community Involvement: Actively participate in community events to enhance the bank’s image and establish a professional network.

Review the qualifications listed below:

Education

• Bachelor's Degree or equivalent combination of education and experience in Accounting, Finance, Business, or other related discipline. Required

Experience

• 7-10 years Personal trust relationship management or related financial services. Relationship management retention and sales and client management success. Required

• 7-10 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

• 7-10 years Business development skills and proven success in generating additional business from existing client base. Demonstrated success in creating and developing both internal and external referral network. Required

Licenses and Certifications

• CFP-Certified Financial Planner by start date. Preferred

• CTFA-Certified Trust and Financial Advisor by start date. Preferred

• CWS-Certified Wealth Strategist within 2 years. 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 i