Trust Sales Relationship Manager

About the role

Associated Bank is looking for an experienced Personal Trust Relationship Manager to manage and grow a portfolio of trust and wealth management relationships. The role serves high-net-worth clients with guidance on wealth planning, trust administration and financial solutions, while driving business development and working with internal partners and external advisors.

Key responsibilities

• Develop and close new business with existing clients, prospects and referral sources.
• Build and strengthen relationships with high-net-worth clients to support asset growth, retention and revenue.
• Advise on financial planning topics such as estate planning, retirement planning, investment management, risk management and charitable planning.
• Identify cross-selling opportunities and collaborate with partners to deliver comprehensive financial solutions.
• Manage assigned trust and fiduciary accounts, including reviews, communications, distributions, fee management and administration.
• Review estate planning documents and coordinate with professional advisors for trust and estate administration.
• Maintain an active business development pipeline and cultivate referral networks.
• Ensure compliance with policies, procedures, legal requirements and regulatory standards.

Required profile

• 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 in financial services or investment management.
• 10+ years of success in trust, investment agency or institutional sales.
• Proven ability to build internal and external referral networks and succeed in a collaborative, partner-oriented environment.
• Reliable transportation and the ability to lawfully drive, if applicable.

Required skills

• Strong understanding of estate planning, fiduciary administration, taxation, financial planning and discretionary asset management.
• Sales and client relationship management.
• Preferred: CFP, CPA, JD or CTFA designation.

What we offer

• Salary range of $86,660 to $148,560 per year, with possible incentive, commission or bonus opportunities.
• 401(k) and pension plans, paid time off, and competitive salaries.
• Well-being programs, parental leave, employee stock purchase plan and military benefits.
• Personal banking, loan, investment and insurance benefits.