
Senior Sales Relationship Manager
MILWAUKEE, WIJobSeen todaySeen in employer's feed today
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Job overview
The Senior Sales Relationship Manager – Personal Trust manages and grows high-net-worth client relationships through trust, wealth planning, and fiduciary solutions. The role combines relationship management, business development, and financial planning to support clients’ long-term goals while driving asset and revenue growth. It also administers trust and fiduciary accounts and supports effective administration and compliance.
Skills & qualifications
Skills
Qualifications
Full job description
JOB REQUIREMENTS: 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. 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. Education & ExperienceRequired 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... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/C90E1B11B1034B93
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