Senior Trust & Wealth Relationship Manager

Tech Sales Jobs; Milwaukee (WI); On-site; USD 117,000 - 200,000; Full time

Benefits offered by this job

Retirement benefits

Volunteer time off

Diversity groups

Competitive salary

Well-being programs

Parental leave

Employee stock purchase plan

Military benefits

Financial product benefits

Job summary

Associated Bank in Milwaukee, WI, is seeking a Senior Sales Relationship Manager - Personal Trust to lead high-net-worth client relationships, delivering sophisticated fiduciary solutions and comprehensive wealth planning. This on-site, full-time role emphasizes cross-functional collaboration, business development, and regulatory compliance to drive asset growth.

The ideal candidate has extensive experience in trust and fiduciary sales, deep knowledge of estate planning, and strong networking

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or equivalent.
• 10+ years of experience managing high-level client relationships in financial services.
• Proven 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.

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 concepts

Client communication

Networking

Team collaboration

Regulatory compliance

Education

Bachelor’s degree in Business, Finance, Accounting

CFP (preferred)

Juris Doctor (JD) desirable

CPA (desirable)

FINRA licenses (Series 6/7/63) desirable

Job description

Associated Bank in Milwaukee, WI, is seeking a Senior Sales Relationship Manager - Personal Trust to lead high-net-worth client relationships, delivering sophisticated fiduciary solutions and comprehensive wealth planning. This on-site, full-time role emphasizes cross-functional collaboration, business development, and regulatory compliance to drive asset growth.

The ideal candidate has extensive experience in trust and fiduciary sales, deep knowledge of estate planning, and strong networking