Personal Trust Relationship Manager

ASSOCIATED BANK NA • Green Bay, WI • 3h ago

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. 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. Key Accountabilities 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. Education & Experience Required: 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 Preferred: 7+ years of personal trust relationship management experience CFP, CPA, JD, or CTFA designation Established network of referral sources and strong internal partnership experience Why You\'ll Love Working Here At Associated Bank, you\'ll join a collaborative team focused on delivering... 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/BC8D2B64D90A465F

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