Trust Sales Relationship Manager

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.

• Develop and close new business opportunities with existing clients prospects and referral sources.
• Build and strengthen relationships with high-net-worth clients to support asset growth retention and revenue generation.
• Provide guidance on financial planning topics including estate planning retirement planning investment management risk management and charitable planning.
• Identify cross-selling opportunities and collaborate with internal partners to deliver comprehensive financial solutions.
• Manage assigned trust and fiduciary accounts including account reviews client communications distributions fee management and administrative activities.
• Review estate planning documents and coordinate with professional advisors to support effective trust and estate administration.
• Maintain an active business development pipeline and cultivate referral networks within the community and professional circles.
• Ensure compliance with applicable policies procedures legal requirements and regulatory standards.

• Bachelors degree in Business Finance Accounting or an equivalent combination of education and experience.
• 7 years of business development or personal trust relationship management experience.
• 10 years of high-level client management experience within the financial services or investment management industry.
• Strong understanding of estate planning concepts fiduciary administration taxation financial planning and discretionary asset management.
• 10 years of success in trust investment agency or institutional sales within a financial services organization.
• Demonstrated ability to build and leverage internal and external referral networks.
• Proven success in sales and client relationship management within a collaborative partner-oriented environment.
• Reliable transportation and the ability to lawfully drive if applicable.

• Certified Financial Planner (CFP) designation.
• Certified Public Accountant (CPA) designation.
• Juris Doctor (JD).
• Certified Trust and Financial Advisor (CTFA) designation.

This role offers the opportunity to build meaningful relationships with high-net-worth clients while providing impactful wealth planning and trust solutions. Youll collaborate with experienced professionals across the organization expand your professional network and play a key role in growing client relationships and business success.

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 traditional benefits we take pride in offering benefits for every stage of life.

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focusedColleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.
• Personal banking loan investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin Illinois Minnesota and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the our community onFacebookLinkedInandX.

Artificial Intelligence Statement

To support our recruiting process we may use artificial intelligence (AI) or automated technologies to collect organize sort and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position.

AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race religion color sex national origin age sexual orientation gender identity disability or veteran status among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Banks anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.

For certain positions total compensation may also include incentive commission or bonus opportunities not reflected in the posted base pay range.