Senior Sales Relationship Manager - Personal Trust

Associated Bank • Milwaukee, WI

6d • $116,690 - $200,040

About The Position

Under limited supervision, responsible for servicing assigned Trust Department related accounts including, but not limited to, investment agency, various types. As a Senior Sales Relationship Manager - Personal Trust, you will manage and grow relationships with high-net-worth clients by delivering sophisticated trust, wealth planning, and fiduciary solutions. This role combines relationship management, business development, and financial planning expertise to support clients' long-term financial goals while driving asset and revenue growth.
Develop and close new business opportunities with existing clients, external prospects, and referral sources.
Build and maintain strong client relationships by providing guidance on estate planning, retirement planning, investment management, risk management, and charitable giving strategies.
Identify and coordinate cross-referral opportunities across financial services partners to deliver comprehensive client solutions.
Create and present customized proposals that address clients’ trust and wealth management needs.
Participate in community and business organizations to enhance market presence and develop referral networks.
Administer assigned trust and fiduciary accounts, including account reviews, client communications, distributions, fee management, and documentation.
Review trust, estate, agency, custody, and related planning documents to ensure effective administration and compliance with governing provisions.
Stay current on legal, regulatory, and tax developments to support fiduciary responsibilities and client service excellence.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
• 10+ years of experience managing high-level client relationships within the financial services or investment management industry.
• Demonstrated success in trust, investment agency, or fiduciary sales and relationship management.
• Strong understanding of estate planning concepts, fiduciary administration, taxation, financial planning, and discretionary asset management.
• Experience developing and leveraging internal and external referral networks to generate new business.
• Strong knowledge of banking and wealth management products and services within a collaborative team environment.
• 12+ years of industry experience with a proven ability to independently achieve annual business development and sales goals.
• Must have access to reliable transportation and the ability to lawfully drive, if applicable.

Nice To Haves

• Certified Financial Planner (CFP®).
• Juris Doctor (JD) highly desirable
• Certified Public Accountant (CPA).
• Chartered Financial Analyst (CFA®).
• Certified Trust and Financial Advisor (CTFA).
• FINRA Series 6, Series 7, and Series 63 licenses.

Responsibilities

• Develop and close new business opportunities with existing clients, external prospects, and referral sources.
• Build and maintain strong client relationships by providing guidance on estate planning, retirement planning, investment management, risk management, and charitable giving strategies.
• Identify and coordinate cross-referral opportunities across financial services partners to deliver comprehensive client solutions.
• Create and present customized proposals that address clients’ trust and wealth management needs.
• Participate in community and business organizations to enhance market presence and develop referral networks.
• Administer assigned trust and fiduciary accounts, including account reviews, client communications, distributions, fee management, and documentation.
• Review trust, estate, agency, custody, and related planning documents to ensure effective administration and compliance with governing provisions.
• Stay current on legal, regulatory, and tax developments to support fiduciary responsibilities and client service excellence.

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