Senior Trust & Wealth Relationship Manager

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

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Diversity-focused Colleague Resource G

Competitive salaries with professional

Well-being programs and incentives

Employee stock purchase plan

Military benefits

Personal banking, loan, investment and

Job summary

Associated Bank is seeking an experienced Personal Trust Relationship Manager to guide high-net-worth clients through wealth planning, trust administration, and investment services. You will develop new business with existing clients and referrals while coordinating with internal partners to deliver comprehensive financial solutions.

You will manage fiduciary accounts, review estate planning documents, and maintain a proactive pipeline for growth.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or equivalent experience.
• 7+ years of business development or personal trust relationship management experience.
• 10+ years of high-level client management in financial services or investment management.
• Strong understanding of estate planning, fiduciary administration, taxation, financial planning, and discretionary asset management.
• 10+ years of success in trust, investment agency, or institutional sales within financial services.
• Proven ability to build and leverage internal and external referral networks.
• Sales and client relationship management success within a partner-oriented environment.
• Reliable transportation and ability to drive if applicable.

Responsibilities

• Develop and close new business opportunities with clients, prospects, and referrals.
• Build relationships with high-net-worth clients to support asset growth and revenue.
• Provide guidance on wealth planning topics including estate and retirement planning, investments, risk, and charitable planning.
• Identify cross-selling opportunities and coordinate with internal partners to deliver comprehensive solutions.
• Manage trust and fiduciary accounts, including reviews, communications, distributions, fees, and administration.
• Review estate planning documents and coordinate with advisors for effective trust/estate administration.
• Maintain an active business development pipeline and cultivate referral networks.
• Ensure compliance with applicable policies, procedures, laws, and regulations.

Skills

Business development

Trust relationship management

High-net-worth clients

Sales

Client relationship management

Estate planning

Fiduciary administration

Taxation

Financial planning

Discretionary asset management

Networking

Education

Bachelor's degree in Business/Finance/Accounting

CFP designation (preferred)

CPA designation (preferred)

JD (preferred)

Job description

Associated Bank is seeking an experienced Personal Trust Relationship Manager to guide high-net-worth clients through wealth planning, trust administration, and investment services. You will develop new business with existing clients and referrals while coordinating with internal partners to deliver comprehensive financial solutions.

You will manage fiduciary accounts, review estate planning documents, and maintain a proactive pipeline for growth.