Senior Trust & Wealth Relationship Manager

Associated Banc‑Corp; Milwaukee (WI); Sur place; USD 117 000 - 200 000; Plein temps

Avantages offerts par ce poste

Retirement plans

PTO

Diversity-focused groups

Professional development

Bonuses & incentives

Employee stock purchase plan

Military benefits

Personal banking benefits

Résumé du poste

Associated Bank seeks a Senior Sales Relationship Manager - Personal Trust to grow high-net-worth client relationships with sophisticated fiduciary solutions. You will deliver wealth planning, manage trust and fiduciary accounts, and coordinate cross-referrals to broaden client outcomes.

Leverage your experience in trust, investment agency, or fiduciary sales to expand the bank's fiduciary services while coordinating with partners and staying compliant with regulatory developments.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or equivalent.
• 10+ years managing high-level client relationships in financial services.
• Proven success in trust, investment agency or fiduciary sales.
• Strong knowledge of estate planning, fiduciary administration, taxation and financial planning.
• Experience developing and leveraging internal and external referral networks.
• Knowledge of banking and wealth management products.
• 12+ years of industry experience with proven sales goals.
• Must have access to reliable transportation and the ability to drive if applicable.

Responsabilités

• Develop and close new business opportunities with existing clients, external prospects, and referral sources.
• Build and maintain strong client relationships by guiding 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 addressing 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 reviews, communications, distributions, fees, and documentation.
• Review trust, estate, agency, custody and related planning documents for compliance.
• Stay current on legal, regulatory and tax developments to support fiduciary responsibilities.

Connaissances

Relationship management

Business development

Financial planning

Estate planning

Fiduciary sales

Networking

Formation

Bachelor’s degree

Description du poste

Associated Bank seeks a Senior Sales Relationship Manager - Personal Trust to grow high-net-worth client relationships with sophisticated fiduciary solutions. You will deliver wealth planning, manage trust and fiduciary accounts, and coordinate cross-referrals to broaden client outcomes.

Leverage your experience in trust, investment agency, or fiduciary sales to expand the bank's fiduciary services while coordinating with partners and staying compliant with regulatory developments.