Senior Wealth & Trust Relationship Manager

Associated Bank - Corp; Milwaukee (WI); On-site; USD 117,000 - 200,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Volunteer time off

Employee stock purchase plan

Parental leave

Well-being programs

Diversity-focused Colleague Resource G

Job summary

Associated Bank seeks a Senior Sales Relationship Manager - Personal Trust to lead high-net-worth client relationships, delivering sophisticated trust and wealth planning solutions. You will manage relationships, grow revenue, and coordinate cross-functional referrals with internal partners.

The role emphasizes fiduciary administration, regulatory compliance, and staying current with tax laws, estate planning, and investment strategies to support clients' long-term goals.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or equivalent.
• 10+ years of experience managing high-level client relationships in financial services or investment management.
• Proven success in trust, investment agency, or fiduciary sales and relationship management.
• Strong knowledge of estate planning concepts, fiduciary administration, taxation, financial planning, and discretionary asset management.
• Experience developing and leveraging internal and external referral networks.
• Strong knowledge of banking and wealth management products in a collaborative team environment.
• 12+ years of industry experience with ability to independently achieve annual business development and sales goals.
• Must have access to reliable transportation and the ability to lawfully drive, if applicable.

Responsibilities

• 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.

Skills

Relationship management

Business development

Financial planning

Estate planning

Fiduciary administration

Networking

Communication skills

Education

Bachelor's degree in Business, Finance, Accounting

Certified Financial Planner (CFP)

Juris Doctor (JD)

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Certified Trust and Financial Advisor (CTFA)

FINRA Series 6, 7, 63 licenses

Job description

Associated Bank seeks a Senior Sales Relationship Manager - Personal Trust to lead high-net-worth client relationships, delivering sophisticated trust and wealth planning solutions. You will manage relationships, grow revenue, and coordinate cross-functional referrals with internal partners.

The role emphasizes fiduciary administration, regulatory compliance, and staying current with tax laws, estate planning, and investment strategies to support clients' long-term goals.