Senior Wealth Trust & Fiduciary Relations Lead

Associated Bank - Corp; Milwaukee (WI); Presencial; USD 117 000 - 200 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) Plan

Pension Plan

Paid time off

Employee stock purchase plan

Resumo da oferta

Associated Bank is seeking a Senior Sales Relationship Manager - Personal Trust to manage and grow relationships with high-net-worth clients, delivering sophisticated trust, wealth planning, and fiduciary solutions.

You will drive asset and revenue growth through relationship management, business development, and comprehensive financial planning, collaborating with partners and leveraging referral networks.

Qualificações

• Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
• 10+ years of experience managing high-level client relationships within the financial services or investment management industry.
• Demonstrated 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.

Responsabilidades

• 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.

Conhecimentos

Relationship management

Business development

Financial planning

Estate planning

Investment management

Fiduciary administration

Networking

Formação académica

Bachelor's degree in Business, Finance, or Accounting

Descrição da oferta de emprego

Associated Bank is seeking a Senior Sales Relationship Manager - Personal Trust to manage and grow relationships with high-net-worth clients, delivering sophisticated trust, wealth planning, and fiduciary solutions.

You will drive asset and revenue growth through relationship management, business development, and comprehensive financial planning, collaborating with partners and leveraging referral networks.