Senior Sales Relationship Manager, Personal Trust

Associated Bank • Milwaukee, WI

1d • Onsite

About The Position

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. 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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.

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