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. Associated Bank conducts a thorough background check on all new hires.

Job Accountabilities

• Bachelor's degree in Finance, Business, Accounting, Law, or a related field, or equivalent work experience.
• 8+ years of experience in trust administration, wealth management, private banking, or fiduciary services.
• Experience managing relationships with high net worth individuals and families.
• Strong knowledge of trust, estate planning, fiduciary, and regulatory requirements.
• Proven business development and client relationship management experience.

• Professional designation such as CTFA, CFP®, CPA, JD, or related credential.
• Experience developing new trust business and expanding client relationships.
• Advanced knowledge of wealth planning, estate planning, and investment management solutions.
• Experience collaborating with attorneys, accountants, and other professional advisors.

At Associated Bank, you'll be part of a collaborative team dedicated to helping clients build and preserve their financial legacy. We invest in your professional growth through ongoing development opportunities, meaningful career paths, and exposure to complex client relationships. You'll have the opportunity to make a lasting impact on clients, colleagues, and communities while building a rewarding career. Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

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 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.

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.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.