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.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.

We invite you to view the opportunity below.

Under limited supervision the Senior Fiduciary Officer is responsible for the relationship management and administration of assigned Personal Trust accounts as well as other types of Trust Department accounts as assigned. Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers. Responsible for providing sophisticated wealth planning perspectives and solutions acting as an expert and consultant for internal partners and profiling for crossselling opportunities. Should be confident in the development of independent new business with existing clients and external prospects. In addition should have a strong background and focus related to internal policies and procedures compliance initiatives and projects and general regulatory changes impacting the Personal Trust business line.

This person will also:

• Have strong listening and questioning skills in order to provide advice and consult with clients concerning a broad range of financial planning areas including advanced estate and generation planning retirement planning investment management risk management and charitable planning.

• Ensure compliance with policies and procedures related to all aspects of the position and keep informed of new legal regulatory and tax developments.

• Perform administrative duties of assigned accounts including reviewing client correspondence and processing requests for information scheduling of appointments recording client contacts approving bills processing discretionary payment requests reviewing and coordinating investment cash flow needs with the investment officer.

• Profile existing customer base for additional financial service needs in order to identify crossselling opportunities through referrals to internal partners within and/or outside of Private Client and Institutional Services.

• Review and analyze legal documents including revocable and irrevocable trusts wills real estate agency agreements and custody agreements to determine effective administration and compliance with documented provisions.

• Participate in project and working group as well as committees within the organization in order to drive policy and procedural changes in order to improve risk mitigation and work flow efficiency.

• Independently or in collaboration with other partners create and/or coordinate specific sales proposals to generate new business. In addition can build and expand referral source opportunities both internally and externally.

• Potentially supervise the activities and development of assigned Administrative Assistants or Officers to ensure customer service standards are met.

• Participate in community and business functions/groups to ensure a positive image for the bank within the regions marketplace. Establish professional network within the community.

• Coordinate financial planning needs of client.

Education:

• Bachelors degree in Business Finance or Accounting (or equivalent experience). Required

Experience:

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

• 710 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

• 710 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/Certifications:

• CFP CTFA or CWS certification. Required

• 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 diversityfocusedColleague Resource Groups.

• Competitive salaries with professional development and advancement opportunities.

• Bonus benefits including wellbeing programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.

• Personal banking loan investmentand 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 onFacebookLinkedInandX.

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 Banks anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.

Associated BancCorp is an Affirmative Action andEqual Opportunity Employer. Associated BancCorp participates in the EVerify Program. EVerify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.