Trust Sales 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

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

We are seeking an experienced Personal Trust Relationship Manager to manage and grow a portfolio of trust and wealth management relationships. In this role, you will serve high-net-worth clients by providing guidance on wealth planning strategies, trust administration, and financial solutions while driving business development and relationship growth. You will work closely with internal partners and external advisors to deliver an exceptional client experience. Develop and close new business opportunities with existing clients, prospects, and referral sources.

Build and strengthen relationships with high-net-worth clients to support asset growth, retention, and revenue generation.

Provide guidance on financial planning topics, including estate planning, retirement planning, investment management, risk management, and charitable planning.

Identify cross-selling opportunities and collaborate with internal partners to deliver comprehensive financial solutions.

Manage assigned trust and fiduciary accounts, including account reviews, client communications, distributions, fee management, and administrative activities.

Review estate planning documents and coordinate with professional advisors to support effective trust and estate administration.

Maintain an active business development pipeline and cultivate referral networks within the community and professional circles.

Ensure compliance with applicable policies, procedures, legal requirements, and regulatory standards.

Education & Experience

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

Preferred

• Certified Financial Planner (CFP) designation.
• Certified Public Accountant (CPA) designation.
• Juris Doctor (JD).
• Certified Trust and Financial Advisor (CTFA) designation.

Why You'll Love Working Here

This role offers the opportunity to build meaningful relationships with high-net-worth clients while providing impactful wealth planning and trust solutions. You'll collaborate with experienced professionals across the organization, expand your professional network, and play a key role in growing client relationships and business success.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook , LinkedIn and X .

Artificial Intelligence Statement

To support our recruiting process, we may use artificial intelligence ("AI") or automated technologies to collect, organize, sort, and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position.

AI is not used to make employment decisions on behalf