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.

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FursaFursa
Associated Banc-Corp
Associated Banc-Corp
1 month ago

Senior Sales Relationship Manager - Personal Trust

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

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.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •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 topics.
  • •Manage trust and fiduciary accounts, including account reviews, cash flow coordination, and client documentation.
  • •Maintain an active sales pipeline and track business development activity through Salesforce while representing the bank in community and professional organizations.
Travel: Low travel

Pay and Benefits

Salary: USD 116,690 - 200,040 annually
Equity and Bonus:Equity
Perks:401kPensionPaid LeaveParental LeaveEquity

Key Requirements

  • •Bachelor’s degree in Business, Finance, Accounting, or related field, or equivalent experience.
  • •10+ years managing high-level client relationships within financial services or investment management.
  • •10+ years 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; ability to travel locally with a valid driver’s license, if applicable.
Experience:10+ yearsFinancial servicesInvestment managementWealth managementPersonal trustFiduciary administration
Education:Bachelor's
Skills:Relationship buildingClient advisoryStrategic business developmentSales pipeline managementCross-selling collaboration
Licenses:FINRA Series 6FINRA Series 7FINRA Series 63
Certifications:CFPCPACFACTFA
Tech Stack:Salesforce

Company Brief

Associated Banc-Corp
Associated Banc-Corp is a bank holding company providing retail, commercial, and wealth management services across the Midwest. It offers checking, lending, treasury, mortgage, and investment solutions for consumers, businesses, and institutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Green Bay, United States
Founded: 1964
WebsiteLinkedIn