Senior Sales Relationship Manager - Private Wealth, Trust and Advisory Services at Associated Banc-Corp in Milwaukee 815 Water

Job description

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. Responsible for managing and growing – as well as developing new – high and ultra-high-net worth Trust Company client relationships by delivering sophisticated investment, wealth planning, and fiduciary solutions through a collaborative, team-oriented structure. This role combines relationship management, business development, and wealth advisory and fiduciary expertise to support clients' long-term financial goals while driving asset and revenue growth. Build and maintain strong client relationships by providing guidance and advisory coordination on estate planning, retirement and wealth planning, investment management, risk management, and charitable giving strategies. Develop and close new business opportunities with existing clients, external prospects, and referral sources. Identify and coordinate relationship deepening and/or appropriate cross-referral opportunities involving internal partners to deliver comprehensive solutions that meet clients’ best interests. Create and present customized proposals that address clients’ trust and wealth management needs. Administer assigned investment agency, IRA, and fiduciary accounts, including account reviews, client communications, distributions, fee management, and documentation. Review trust, estate, agency, custody, and related planning documents to ensure effective administration and compliance with governing provisions. Stay current on legal, regulatory, and tax developments to support fiduciary responsibilities and client service excellence. Participate in community and business organizations to enhance market presence and develop referral networks. Education & Experience Required Bachelor’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience. 10+ years of experience managing high-level client relationships within the financial services or investment management industry. Demonstrated success in trust, investment agency, or fiduciary sales and relationship management. Strong understanding of estate planning concepts, fiduciary administration, taxation, financial planning, and discretionary asset management. Experience developing and leveraging internal and external partnerships and referral networks to generate new business. Strong knowledge of banking and wealth management products and services within a collaborative team environment. 12+ years of industry experience with a proven ability to independently achieve annual business development and sales goals. Must have access to reliable transportation and the ability to lawfully drive, if applicable. Preferred Certified Financial Planner (CFP®). Juris Doctor (JD) *highly desirable* Certified Public Accountant (CPA). Chartered Financial Analyst (CFA®). Certified Trust and Financial Advisor (CTFA). FINRA Series 6, Series 7, and Series 63 licenses. Why You’ll Love Working Here This role offers the opportunity to work closely with high-net-worth clients, delivering meaningful financial and fiduciary solutions that make a lasting impact. You’ll collaborate with experienced wealth management professionals, build valuable community relationships, and play a key role in growing a sophisticated trust business. Apply today to make an impact. We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. In addition to core tradit