Managing 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 Senior Director of Trust and Advisory Services leads the strategy, growth, and performance of the Personal Trust advisory business, guiding market leaders and advisory teams to deliver exceptional client experiences and business results. This role drives business development, client retention, relationship expansion, and market execution while partnering across the Private Wealth organization to deliver comprehensive wealth solutions. It offers the opportunity to shape business strategy, develop leadership talent, and influence growth across multiple markets.

What you'll do:

• Lead the growth and performance of the Personal Trust advisory business with accountability for revenue, client retention, relationship expansion, and advisory engagement.
• Execute business strategies, sales disciplines, and performance expectations that drive consistent results across markets and teams.
• Drive business development efforts through client acquisition, referral generation, relationship deepening, and pipeline management.
• Develop market leaders and advisory teams by fostering accountability, succession planning, leadership development, and high-performance culture.
• Build strong relationships with clients, referral partners, centers of influence, and bank partners to enhance market presence and growth opportunities.
• Partner across Private Wealth, investment management, private banking, and fiduciary teams to deliver integrated client solutions and maximize relationship value.
• Monitor key business performance indicators and implement strategies that improve growth, productivity, and client outcomes.
• Ensure adherence to fiduciary responsibilities, regulatory requirements, and enterprise risk management standards across all markets.

What you'll bring:

Required

• Bachelor’s degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
• 12+ years of progressive leadership experience in trust, wealth management, private banking, fiduciary services, or related advisory businesses with responsibility for business development, leadership, and revenue growth.
• 12+ years of experience leading leaders within multi-team or multi-market environments and driving performance, accountability, and execution.
• 12+ years of experience translating business strategy into market execution and measurable growth outcomes.
• 12+ years of experience engaging sophisticated clients, referral partners, centers of influence, bank partners, and senior internal stakeholders in complex organizations.

Preferred

• Master’s degree, Juris Doctor, or other advanced degree in a related discipline.
• Advanced degree in law, taxation, accounting, or financial planning.
• Certified Trust and Financial Advisor designation.
• Certified Financial Planner designation.

Why You’ll Love Working Here

You'll lead a talented team of market leaders and advisors dedicated to helping clients achieve their financial goals through trusted relationships and personalized guidance. This role provides significant visibility, leadership influence, and opportunities to shape business strategy while developing the next generation of wealth management leaders. Your impact will be felt across clients, teams, and markets as you help drive the future growth of the business. 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.

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, Minnesota, and Missouri 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 on Facebook, LinkedIn and X. 

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 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.

$191,800.00 - $328,800.00 per year