Trust Sales Relationship Manager

Associated Bank - Corp; Neenah (WI); On-site; USD 87,000 - 149,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Diversity-focused Colleague Resource G

Competitive salaries with professional

Well-being programs and incentives

Employee stock purchase plan

Military benefits

Personal banking, loan, investment and

Job summary

Associated Bank is seeking an experienced Personal Trust Relationship Manager to guide high-net-worth clients through wealth planning, trust administration, and investment services. You will develop new business with existing clients and referrals while coordinating with internal partners to deliver comprehensive financial solutions.

You will manage fiduciary accounts, review estate planning documents, and maintain a proactive pipeline for growth.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or equivalent experience.
• 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 understanding of estate planning, fiduciary administration, taxation, financial planning, and discretionary asset management.
• 10+ years of success in trust, investment agency, or institutional sales within financial services.
• Proven ability to build and leverage internal and external referral networks.
• Sales and client relationship management success within a partner-oriented environment.
• Reliable transportation and ability to drive if applicable.

Responsibilities

• Develop and close new business opportunities with clients, prospects, and referrals.
• Build relationships with high-net-worth clients to support asset growth and revenue.
• Provide guidance on wealth planning topics including estate and retirement planning, investments, risk, and charitable planning.
• Identify cross-selling opportunities and coordinate with internal partners to deliver comprehensive solutions.
• Manage trust and fiduciary accounts, including reviews, communications, distributions, fees, and administration.
• Review estate planning documents and coordinate with advisors for effective trust/estate administration.
• Maintain an active business development pipeline and cultivate referral networks.
• Ensure compliance with applicable policies, procedures, laws, and regulations.

Skills

Business development

Trust relationship management

High-net-worth clients

Sales

Client relationship management

Estate planning

Fiduciary administration

Taxation

Financial planning

Discretionary asset management

Networking

Education

Bachelor's degree in Business/Finance/Accounting

CFP designation (preferred)

CPA designation (preferred)

JD (preferred)

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

Required

• 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.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• 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-focusedColleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
• Personal banking, loan, investmentand 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 onFacebook,LinkedInandX.

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 of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please [e-mail] you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$86,660.00 - $148,560.00 per year