Teams at Associated Bank

Provide holistic financial planning and investment, insurance, and advisory solutions to clients. Grow and manage an existing book of business in a Minnesota territory, collaborate with branch and Wealth Management teams, meet production and revenue targets, maintain compliance, and accurately complete transaction documentation.

Lead fiduciary administration governance, policies, risk identification, and complex fiduciary advice. Oversee and develop fiduciary teams, drive consistent administration practices, partner with Legal/Risk/Compliance/Operations, support audits and exams, and improve training, playbooks, and process efficiency to reduce risk and enhance client outcomes.

The Profitability Manager - FP&A leads the profitability analytics, manages methodologies, and collaborates with departments for actionable insights on pricing and capital allocation.