Senior Private Wealth Trust Relationship Manager

Associated Bank; Neenah (WI); On-site; USD 87,000 - 149,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off

Diversity-focused Colleague Resource G

Employee stock purchase plan

Job summary

Associated Bank seeks an experienced Personal Trust Relationship Manager to manage a portfolio of trust and wealth management relationships for high-net-worth clients. You will provide guidance on wealth planning, trust administration and financial solutions while driving business development.

You will collaborate with internal partners and external advisors to deliver an exceptional client experience and expand assets through cross-selling and referrals.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or equivalent.
• 10+ years in trust, investment or institutional sales within financial services.
• Strong estate planning, fiduciary administration, taxation and financial planning knowledge.

Responsibilities

• Develop and close new business opportunities with clients, prospects, and referrals.
• Build relationships with high-net-worth clients to grow assets and revenue.
• Provide guidance on estate and retirement planning, investment management and risk management.
• Identify cross-selling opportunities and coordinate with internal partners.
• Manage trust and fiduciary accounts, including reviews, distributions and fees.
• Review estate planning documents and coordinate with advisors.
• Maintain a pipeline and cultivate referral networks.
• Ensure compliance with policies, procedures and regulatory standards.

Skills

Business development

Trust management

Sales

Client management

Referral networks

Financial planning

Estate planning

Fiduciary administration

Regulatory compliance

Communication

Education

Bachelor’s degree in Business, Finance, Accounting

CFP designation

CPA designation

JD

CTFA designation

Job description

Associated Bank seeks an experienced Personal Trust Relationship Manager to manage a portfolio of trust and wealth management relationships for high-net-worth clients. You will provide guidance on wealth planning, trust administration and financial solutions while driving business development.

You will collaborate with internal partners and external advisors to deliver an exceptional client experience and expand assets through cross-selling and referrals.