Senior Sales Relationship Manager, Personal Trust

Senior Sales Relationship Manager, Personal Trust Join Associated Bank to help high‑net‑worth clients navigate complex wealth planning and fiduciary solutions. This role combines relationship management, strategic business development, and financial planning to grow client assets and deepen long‑term partnerships. Key Accountabilities 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 estate, retirement, investment, and charitable planning matters. Identify cross‑selling opportunities and collaborate with internal partners to deliver comprehensive 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. Education & Experience 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 Qualifications CFP, CPA, CFA, or CTFA designation. FINRA Series6,7, and63 licenses. Experience partnering across banking and wealth management business lines to deliver integrated client solutions. Benefits Competitive salary: $116,690.00 – $200,040.00 per year. Retirement savings including 401(k) and pension plans. Paid time off for volunteer service. Colleague Resource Groups focused on diversity. Professional development and advancement opportunities. Employee stock purchase plan, parental leave, well‑being programs, and bonus benefits. Personal banking, loan, investment and insurance benefits. EEO & Compliance Statement Associated Bank is an equal‑opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status. The bank fully complies with applicable enterprise policies, laws and regulations and participates in E‑Verify. For accommodations during the hiring process, please contact View email address on click.appcast.io. #J-18808-Ljbffr