Personal Trust Manager - Fox Valley
$167,930–$287,880 year
On-site · Neenah, Wisconsin, United States
Job Summary
Lead and grow the Personal Trust business in the Fox Valley by driving client relationships, team performance, and strategic initiatives. Oversee administration of high-value Personal Trust accounts, ensuring exceptional client service and compliance. Partner across business lines to identify client needs and deliver comprehensive financial solutions. Develop and implement policies, procedures, and strategies to improve profitability and operational effectiveness. Manage departmental budget, monitor performance, and optimize resource allocation. Represent the Personal Trust line of business in leadership committees and strategic initiatives. Build and maintain relationships with key internal partners and external centers of influence.
Required Qualifications
- Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
- 7+ years of Personal Trust, Estate & Probate experience
- 5+ years of leadership experience in financial services or investment management
- 7+ years of personal financial planning experience
- Ability to travel locally and reliable transportation
- Strong client relationship and business development skills
- Leadership and coaching capability
- Compliance and policy development experience
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