Senior Wealth Relationship Manager

Associated Banc‑Corp; Green Bay (WI); On-site; USD 116,690 - 200,040; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off

Colleague Resource Groups

Job summary

Associated Bank is seeking a Senior Sales Relationship Manager, Personal Trust, to guide high-net-worth clients through complex fiduciary solutions and comprehensive wealth planning. You will collaborate with internal specialists and community partners to deliver tailored financial guidance and expand client assets.

This role blends relationship management, strategic business development, and financial planning expertise to grow partnerships and long-term value in Wealth Management.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related field with 10+ years of senior client relationship experience.
• Experience in personal trust, fiduciary administration, and wealth management sales.
• Strong knowledge of estate planning, taxes, and discretionary asset management.

Responsibilities

• Develop and execute tailored sales strategies to generate new trust and wealth management business.
• Build relationships with high-net-worth clients and referral partners.
• Advise clients on estate, retirement, investment, and charitable planning.
• Identify cross-selling opportunities with internal partners.
• Maintain sales pipeline and track activity in Salesforce.

Skills

Relationship management

Sales strategies

Strategic business development

Financial planning

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

Salesforce

Job description

Associated Bank is seeking a Senior Sales Relationship Manager, Personal Trust, to guide high-net-worth clients through complex fiduciary solutions and comprehensive wealth planning. You will collaborate with internal specialists and community partners to deliver tailored financial guidance and expand client assets.

This role blends relationship management, strategic business development, and financial planning expertise to grow partnerships and long-term value in Wealth Management.