Trust Sales Relationship Manager

ASSOCIATED BANK NA • Neenah, 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. We are seeking an experienced Personal Trust Relationship Manager to manage and grow a portfolio of trust and wealth management relationships. In this role, you will serve high-net-worth clients by providing guidance on wealth planning strategies, trust administration, and financial solutions while driving business development and relationship growth. You will work closely with internal partners and external advisors to deliver an exceptional client experience. Develop and close new business opportunities with existing clients, prospects, and referral sources. Build and strengthen relationships with high-net-worth clients to support asset growth, retention, and revenue generation. Provide guidance on financial planning topics, including estate planning, retirement planning, investment management, risk management, 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, client communications, distributions, fee management, and administrative activities. Review estate planning documents and coordinate with professional advisors to support effective trust and estate administration. Maintain an active business development pipeline and cultivate referral networks within the community and professional circles. Ensure compliance with applicable policies, procedures, legal requirements, and regulatory standards. Education & ExperienceRequired Bachelor\'s degree in Business, Finance, Accounting, or an equivalent combination of education and experience. 7+ years of business development or personal trust relationship management experience. 10+ years of high-level client management experience within the financial services or investment management industry. Strong understanding of estate planning concepts, fiduciary administration, taxation, financial... 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/504FD51425794171

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