Senior Wealth & Trust Relationship Leader
Associated Bank
Join Associated Bank as a Senior Sales Relationship Manager, Personal Trust, where you will support high-net-worth clients with wealth planning and fiduciary solutions. This role emphasizes relationship management and strategic business development while collaborating with specialists to enhance client partnerships. Suitable candidates will have over 10 years of experience in financial services and personal trust, with a strong understanding of estate and financial planning. Benefits include competitive salaries and professional development opportunities. #J-18808-Ljbffr Associated Bank
$116.69k - $200.04k
Associated Bank - Corp is seeking a Senior Sales Relationship Manager, Personal Trust to assist high-net-worth clients with complex wealth planning and fiduciary solutions. This role requires 10+ years of experience in financial services, a Bachelor’s degree, and a strong...Senior- BMO U.S. is seeking a Relationship Manager to serve high-net-worth clients, blending credit and lending expertise with investment strategies to provide comprehensive wealth management. Responsibilities include identifying growth opportunities, developing business development...Senior
- ...Banker, Vice President or Executive Director to manage client relationships and deliver exceptional financial services. This position requires... ...sales background and strong understanding of investments and wealth planning. Ideal candidates will possess over six years in...Senior
$60k - $121.3k
...Senior Compliance Advisor Wealth/Trust Job Locations US-IL-Chicago | US-IN-Indianapolis | US-IN-Evansville | US-KY-Louisville | US-TN... ...Collaboration: Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives....SeniorFull timeWork experience placementWork at office$116.69k - $200.04k
...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...Senior- A national wealth management firm in Milwaukee is seeking a Senior Relationship Manager to lead relationships with high-net-worth clients. The role involves managing client portfolios, collaborating with wealth strategists, and building a referral network supported by...Senior
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- ...Description We are seeking a Senior Associate/early career... ...independent, 100% employee-owned wealth management firm serving... ...Aspiriant is built on deep relationships, sophisticated advice, and... ...individuals who aspire to become trusted advisors, leaders, and future Principals of...SeniorWork at office
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Financial Planner Recruiting, LLC in Milwaukee, Wisconsin, is looking for a qualified Financial Advisor to join their boutique wealth management team. The advisor will support lead advisors and transition into a leadership role within 12-18 months, developing new business...Senior- Rite-Hite Company is seeking an Executive Assistant to provide high-level administrative support to three senior executives in Milwaukee, Wisconsin. The ideal candidate should have a background in supporting senior executives, exceptional organizational skills, and proficiency...SeniorWork at office
- ...Posted Monday, April 27, 2026 at 8:00 AM Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry‑leading wealth management platform for independent... ...designed to support families and preserve relationships for generations. The company’s primary mission...SeniorImmediate start
$176k
...425 billion in client wealth assets and delivering... ...seeking an exceptional Senior Director of Product to... ...with wealth business leaders to co-develop innovative... ...needs. Building trust with business partners... ...build and maintain vendor relationships and relevant processes...SeniorHome officeFlexible hours- We are seeking a strategic, relationship-drive Senior Wealth Management Advisor to join a collaborative wealth management firm in the Greater Milwaukee... ...offering over time. DUTIES & RESPONSIBILITIES Serve as a trusted advisor and primary relationship manager for high-net-...SeniorWork at officeLocal areaFlexible hours
$144k - $244k
A global business services provider is seeking a Senior Client Executive in Manufacturing. This remote role entails managing client relationships, overseeing P&L, and driving revenue growth for assigned accounts. Candidates should possess extensive experience in sales...SeniorRemote work- ...Best & Friedrich LLP’s growing Wealth Planning Practice is looking to add a Senior Wealth Planning attorney with at... ...estate plans, the administration of trusts and estates, including... ...The attorney will build strong relationships through direct interaction with...SeniorFull timeTemporary workWork at officeLocal areaRemote workWork from homeFlexible hours2 days per week
- Mohr Talent is looking for a Senior Trust Officer in Milwaukee, Wisconsin, to manage sophisticated trust and estate relationships. This role involves collaborating closely with financial advisors, attorneys, beneficiaries, and high-net-worth families. The ideal candidate...Senior
$91.8k - $171k
Hispanic Alliance for Career Enhancement seeks an experienced Relationship Manager for high-net-worth clients in Milwaukee. The role involves developing personalized wealth management strategies, driving business growth through relationship management, and collaborating...Senior$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...responsibilities A senior analyst in FSO EDGE... ...new and existing client relationships Provide compliance... ...experience and status as a trusted advisor to maintain... ...us in our team‑led and leader‑enabled hybrid model....SeniorSummer holidayWork at officeLocal areaFlexible hours$99.47k - $170.52k
Associated Trust Company, NA in Milwaukee is seeking a Relationship Manager - SVP to manage a portfolio of commercial middle market clients. The ideal candidate will develop new business, analyze financial data for credit requests, and partner with various bank specialists...Senior$91.8k - $171k
BMO is looking for a seasoned wealth management professional in Milwaukee, WI, to manage high-net-worth and ultra-high-net-worth clients... ...regulations. Candidates need 7+ years of experience, strong relationship management skills, and knowledge of Bank products. The salary...Senior- Windward Recruiting is seeking a strategic Senior Wealth Management Advisor to join a collaborative firm in the Greater Milwaukee area. This role requires building relationships with high-net-worth clients while contributing to the growth of the advisory platform. The...SeniorWork at office
- ...coordinate multi-disciplinary teams. The candidate will ensure collaboration between design and construction phases and build strong relationships with clients and stakeholders. Benefits include competitive salary and an extensive benefits package. #J-18808-Ljbffr JacobsSenior
- Baker Tilly Advisory Group, LP in Milwaukee is seeking a trusted advisor to deliver tax and business advisory services to middle market clients. In this role, you will work alongside firm leadership and coach talented staff while overseeing accounting and advisory services...Senior
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- BDO USA is seeking a Core Tax Services Senior Manager in Milwaukee, WI to oversee tax compliance and planning for clients. Responsibilities... .... Strong communication and analytical skills are essential for managing client relationships and leading a team. #J-18808-Ljbffr BDO USASenior
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- ...Assisted Living, and Memory Care. The role involves leading community sales culture, developing outreach relationships, and executing sales efforts with a focus on building trust and adaptability. A Bachelor’s degree in Business with a Sales/Marketing emphasis and relevant...Senior
- ...client and project interactions. Responsibilities include planning and designing water and wastewater systems, maintaining client relationships, and providing project management support. Candidates should have 15+ years of experience, a Master's or Bachelor's in relevant...SeniorFlexible hours
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