Senior Trust & Wealth Relationship Manager

associatedbank; Neenah (WI); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Retirement savings (401k)

Paid time off

Professional development

Employee stock purchase plan

Job summary

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

You will collaborate with internal partners and external advisors to deliver an exceptional client experience, develop new business opportunities, and support

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or equivalent.
• 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 knowledge of estate planning concepts, fiduciary administration, taxation, and discretionary asset management.
• 10+ years in trust, investment agency, or institutional sales within financial services.
• Proven ability to build and leverage referral networks.
• Proven sales and client relationship management in a partner-oriented environment.

Responsibilities

• Manage and grow a portfolio of trust and wealth management relationships for high-net-worth clients.
• Provide guidance on estate planning, retirement planning, investment management, risk management, and charitable planning.
• Identify cross-selling opportunities with internal partners to deliver comprehensive financial solutions.
• Manage trust and fiduciary accounts, including reviews, client communications, distributions, and fee management.
• Coordinate with professional advisors on trust and estate administration.
• Maintain an active business development pipeline and cultivate referral networks.
• Ensure compliance with policies, procedures, legal requirements, and regulatory standards.

Skills

Business development

Relationship management

Trust administration

Estate planning

Financial planning

Client management

Sales

Education

Bachelor's degree in Business, Finance, Accounting, or equivalent

CFP designation

CPA designation

Juris Doctor (JD)

CTFA designation

Tools

CRM systems

Job description

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

You will collaborate with internal partners and external advisors to deliver an exceptional client experience, develop new business opportunities, and support