Senior Sales Relationship Manager - Personal Trust

Associated Bank - Corp; Milwaukee (WI); On-site; USD 117,000 - 200,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Volunteer time off

Employee stock purchase plan

Parental leave

Well-being programs

Diversity-focused Colleague Resource G

Job summary

Associated Bank seeks a Senior Sales Relationship Manager - Personal Trust to lead high-net-worth client relationships, delivering sophisticated trust and wealth planning solutions. You will manage relationships, grow revenue, and coordinate cross-functional referrals with internal partners.

The role emphasizes fiduciary administration, regulatory compliance, and staying current with tax laws, estate planning, and investment strategies to support clients' long-term goals.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or equivalent.
• 10+ years of experience managing high-level client relationships in financial services or investment management.
• Proven success in trust, investment agency, or fiduciary sales and relationship management.
• Strong knowledge of estate planning concepts, fiduciary administration, taxation, financial planning, and discretionary asset management.
• Experience developing and leveraging internal and external referral networks.
• Strong knowledge of banking and wealth management products in a collaborative team environment.
• 12+ years of industry experience with ability to independently achieve annual business development and sales goals.
• Must have access to reliable transportation and the ability to lawfully drive, if applicable.

Responsibilities

• Develop and close new business opportunities with existing clients, external prospects, and referral sources.
• Build and maintain strong client relationships by providing guidance on estate planning, retirement planning, investment management, risk management, and charitable giving strategies.
• Identify and coordinate cross-referral opportunities across financial services partners to deliver comprehensive client solutions.
• Create and present customized proposals that address clients' trust and wealth management needs.
• Participate in community and business organizations to enhance market presence and develop referral networks.
• Administer assigned trust and fiduciary accounts, including account reviews, client communications, distributions, fee management, and documentation.
• Review trust, estate, agency, custody, and related planning documents to ensure effective administration and compliance with governing provisions.
• Stay current on legal, regulatory, and tax developments to support fiduciary responsibilities and client service excellence.

Skills

Relationship management

Business development

Financial planning

Estate planning

Fiduciary administration

Networking

Communication skills

Education

Bachelor's degree in Business, Finance, Accounting

Certified Financial Planner (CFP)

Juris Doctor (JD)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Certified Trust and Financial Advisor (CTFA)

FINRA Series 6, 7, 63 licenses

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.

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.

Under limited supervision, responsible for servicing assigned Trust Department related accounts including, but not limited to, investment agency, various types As a Senior Sales Relationship Manager - Personal Trust, you will manage and grow relationships with high-net-worth clients by delivering sophisticated trust, wealth planning, and fiduciary solutions. This role combines relationship management, business development, and financial planning expertise to support clients' long-term financial goals while driving asset and revenue growth.

• Develop and close new business opportunities with existing clients, external prospects, and referral sources.
• Build and maintain strong client relationships by providing guidance on estate planning, retirement planning, investment management, risk management, and charitable giving strategies.
• Identify and coordinate cross-referral opportunities across financial services partners to deliver comprehensive client solutions.
• Create and present customized proposals that address clients' trust and wealth management needs.
• Participate in community and business organizations to enhance market presence and develop referral networks.
• Administer assigned trust and fiduciary accounts, including account reviews, client communications, distributions, fee management, and documentation.
• Review trust, estate, agency, custody, and related planning documents to ensure effective administration and compliance with governing provisions.
• Stay current on legal, regulatory, and tax developments to support fiduciary responsibilities and client service excellence.

Education & Experience

Required

• Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
• 10+ years of experience managing high-level client relationships within the financial services or investment management industry.
• Demonstrated success in trust, investment agency, or fiduciary sales and relationship management.
• Strong understanding of estate planning concepts, fiduciary administration, taxation, financial planning, and discretionary asset management.
• Experience developing and leveraging internal and external referral networks to generate new business.
• Strong knowledge of banking and wealth management products and services within a collaborative team environment.
• 12+ years of industry experience with a proven ability to independently achieve annual business development and sales goals.
• Must have access to reliable transportation and the ability to lawfully drive, if applicable.

Preferred

• Certified Financial Planner (CFP).
• Juris Doctor (JD) *highly desirable*
• Certified Public Accountant (CPA).
• Chartered Financial Analyst (CFA).
• Certified Trust and Financial Advisor (CTFA).
• FINRA Series 6, Series 7, and Series 63 licenses.

Why You'll Love Working Here

This role offers the opportunity to work closely with high-net-worth clients, delivering meaningful financial and fiduciary solutions that make a lasting impact. You'll collaborate with experienced wealth management professionals, build valuable community relationships, and play a key role in growing a sophisticated trust business.

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-focusedColleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
• Personal banking, loan, investmentand 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 onFacebook,LinkedInandX.

Artificial Intelligence Statement

To support our recruiting process, we may use artificial intelligence ("AI") or automated technologies to collect, organize, sort, and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position.

AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

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 [e-mail] you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

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.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$116,690.00 - $200,040.00 per year