Personal Trust Manager II
Company: Disability Solutions
Location: Chicago
Posted on: October 18, 2024
Job Description:
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.Under functional guidance of the
Director of Trust, responsible for all aspects of leadership,
management, profitability, compliance, business development and
administration of the Regional Wealth Management line of business.
Requires significant knowledge of the fiduciary laws rules and
regulations governing the administration of Personal Trust,
investment management and financial planning knowledge. Focus is
placed on business development and client retention as well as
setting policies and procedures for the Wealth Management -
Personal Trust business line. Involved in strategic initiatives and
projects as needed. In addition, active involvement in community
activities.This person will also:
- Sell the organization's products and services by interacting
with established customers and developing new prospects. Administer
Personal Trust accounts of special significance to the Personal
Trust line of business.
- Hire, develop, coach and manage colleagues in the region by
establishing annual performance goals; allocating resources;
assessing annual performance; and determining and recommending
individual merit, incentive, and/or promotional increases. Assist
in the development and evaluation of other regional Trust
colleagues.
- Serve as product line representative for bank management
committee responsible for policy and procedure issues that impact
the organization's effectiveness, profitability, safety and
soundness.
- Develop and recommend departmental policies, procedures and
programs to ensure departmental effectiveness. Assist in the
development and implementation of long-term strategies aimed at
increasing market share and organization profitability. Develop
budget for the unit and allocate funds within budget limit to
accomplish objectives. Monitor variance against budget on an
on-going basis.
- Identify needs and refer customers to business partners within
and across lines of business who can best meet those needs.
- Develop and foster cross line business opportunities and
relationships by building effective partnerships internally and
externally. Develop and maintain professional relationships with
key centers of influence, including other Bank, WMIS lines and
support areas.Review the qualifications listed below:Education
- Bachelor's Degree or equivalent combination of education and
experience in Business, Finance, Accounting or related field.
Required
- Juris Doctor (JD). Preferred Experience
- 7-10 years Personal Trust, Estate & Probate. Required
- 4-7 years Previous management and knowledge in investment
management. Required
- 7-10 years Personal Financial Planning. RequiredCertifications
- CFP-Certified Financial Planner. Preferred
- CTFA-Certified Trust and Financial Advisor. Preferred
- Must have access to reliable transportation and the ability to
lawfully drive self, if applicable. RequiredIn 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 in the Midwest.
Join our community on Facebook, LinkedIn and X.Compliance
StatementAssociated 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 to
individuals with disabilities throughout the application &
interview process. Please contact
leavesandaccommodations@associatedbank.com if you need an
accommodation at any time during the interview process.Associated
Banc-Corp is an Affirmative Action and Equal Opportunity Employer.
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.
Keywords: Disability Solutions, Mount Prospect , Personal Trust Manager II, Executive , Chicago, Illinois
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