Personal Trust Relationship Manager

Associated Bank • Green Bay, WI

1d • Onsite

About The Position

Serve as a trusted advisor to high net worth clients, managing complex trust and investment relationships while driving asset growth and retention. This role blends client relationship management, business development, and fiduciary expertise. You’ll have the opportunity to expand your network, deepen client relationships, and deliver comprehensive wealth solutions.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or equivalent experience
• 10+ years of client management experience in financial or investment services
• 10+ years of success in business development and trust or wealth management sales
• Strong knowledge of estate planning, fiduciary administration, taxes, and investment management

Nice To Haves

• 7+ years of personal trust relationship management experience
• CFP, CPA, JD, or CTFA designation
• Established network of referral sources and strong internal partnership experience

Responsibilities

• Manage and grow a portfolio of personal trust and investment agency accounts, ensuring high-quality client service and retention.
• Drive new business development through referrals, centers of influence, and proactive prospecting.
• Advise clients on estate planning, retirement, investment management, and wealth transfer strategies.
• Identify cross-selling opportunities and partner with internal teams to deliver holistic financial solutions.
• Build and maintain a strong pipeline of opportunities using Salesforce and other tools.
• Review and administer trust and estate documents to ensure compliance with fiduciary, legal, and tax requirements.
• Coordinate with external advisors (attorneys, CPAs) to support comprehensive client planning.
• Participate in community and professional organizations to enhance brand presence and referral networks.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 501-1,000 employees