Senior Sales Relationship Manager - Personal Trust

About the role

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.

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.

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.

Preferred

• 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.

Benefits

Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range. $116,690.00 - $200,400.00 per year