Join Associated Bank as a Senior Sales Relationship Manager, Personal Trust, where you will help high-net-worth clients navigate complex wealth planning and fiduciary solutions. This role combines relationship management, strategic business development, and financial planning expertise to grow client assets and deepen long-term partnerships. You'll work closely with internal specialists and community partners while building a meaningful impact within Wealth Management.
Key Accountabilities- Develop and execute tailored sales strategies to generate new trust and wealth management business.
- Build and strengthen relationships with high-net-worth clients, referral partners, and centers of influence.
- Advise clients on sophisticated financial planning topics including estate, retirement, investment, 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, cash flow coordination, and client documentation.
- Review estate planning documents and trust agreements to ensure accurate administration and compliance.
- Maintain an active sales pipeline and track business development activity through Salesforce.
- Represent the bank in community and professional organizations to enhance visibility and generate referrals.
Education & ExperienceRequired- Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience.
- 10+ years of experience managing high-level client relationships within financial services or investment management.
- 10+ years of experience in personal trust, fiduciary administration, estate planning and wealth management sales.
- Strong understanding of estate planning, financial planning, taxes, and discretionary asset management.
- Proven success developing new business and achieving sales goals within a team-oriented environment.
- Ability to travel locally with reliable transportation and a valid driver's license, if applicable.
Preferred- CFP, CPA, CFA, or CTFA designation.
- FINRA Series 6, 7, and 63 licenses.
- Experience partnering across banking and wealth management business lines to deliver integrated client solutions.
Why You'll Love Working HereAt Associated Bank, you'll join a collaborative team focused on delivering personalized financial guidance and exceptional client experiences. The organization supports professional growth through ongoing development opportunities, strong internal partnerships, and meaningful community engagement.
Apply today to make an impact.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-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.
$116,690.00 - $200,040.00 per year
