Senior Client Advisor Jobs in Appleton, WI (NOW HIRING)

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.
Associated Bank is seeking a strategic and collaborative leader to serve as Director of Trust Support Services. In this role, you will oversee centralized trust operations functions, drive operational excellence, and lead initiatives that enhance efficiency, compliance, and client service delivery across Associated Trust Company. This is an opportunity to make a meaningful impact while leading high-performing teams and shaping the future of trust operations.
Key Accountabilities

• Lead centralized trust operations teams supporting onboarding, account review, asset transfers, fee processing, reconciliation, fund valuation, custody support, and securities processing.
• Drive process improvement initiatives that enhance operational efficiency, reduce risk, and improve the client experience.
• Partner with executive leadership, risk, compliance, finance, and project management teams to support strategic business objectives.
• Oversee operational readiness and implementation activities related to technology enhancements, regulatory updates, and mergers and acquisitions.
• Develop and enhance reporting and KPI dashboards that provide actionable insights to senior leadership.
• Ensure compliance with internal policies and regulatory requirements including SEC, OCC, DOL, and IRS standards.
• Evaluate vendor solutions and industry trends to support innovation and operational competitiveness.
• Build and develop high-performing teams through coaching, succession planning, accountability, and professional development initiatives.

Education & Experience
Required

• Bachelor's degree in Business, Finance, or related field, or equivalent combination of education and experience
• 10+ years of experience in wealth management or trust operations
• 7+ years of leadership experience managing teams in complex operational environments
• Deep knowledge of trust operations, fiduciary services, and regulatory frameworks
• Strong experience leading process improvement, strategic initiatives, and change management efforts

Preferred

• Master's degree in Business, Finance, or related field
• Ideal candidates will possess at least one of the following:
  
  • CSOP (Certified Securities Operations Professional) certification
  • CTOP (Certified Trust Operations Professional) certification
  • CTFA (Certified Trust and Financial Advisor) certification
  • CFIRS (Certified Fiduciary and Investment Risk Specialist) certification

Why You'll Love Working Here
At Associated Bank, you'll join a collaborative organization that values innovation, leadership, and professional growth. You'll have the opportunity to influence strategic initiatives, lead impactful operational improvements, and help shape the future of fiduciary services within a respected financial institution. 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.
$137,060.00 - $234,960.00 per year