Senior Sales Relationship Manager - Personal Trust
Associated Banc-Corp
United States
Workplace: OnsiteFull timeUSD 116,690 - 200,040 annuallyFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship building","Client advisory","Strategic business development","Sales pipeline management","Cross-selling collaboration"]Build new trust and wealth management business for high-net-worth clients by developing tailored sales strategies and strengthening referral relationships. Advise clients on estate, retirement, investment, and charitable planning, and manage trust and fiduciary accounts through reviews, documentation, and cash-flow coordination. Maintain an active Salesforce pipeline and represent the bank in community and professional organizations to generate referrals.

