Personal Trust Relationship Manager

Associated Banc-Corp

Base: $86,660.00 - $148,560.00 py; bonus/equity: i...
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10+ years client management experience
Trust and wealth management sales success
Estate planning and fiduciary administration knowledge
** Associated Banc-Corp is seeking a Personal Trust Relationship Manager to serve high net worth clients by managing complex trust and investment relationships. The ideal candidate should have extensive experience in client management, business development, and fiduciary expertise, along with a strong understanding of estate planning and investment strategies. **

Job Summary

  • Serve as a trusted advisor to high net worth clients while managing complex trust and investment relationships.
  • Drive new business development through referrals, centers of influence, and proactive prospecting strategies.
  • Join a collaborative team focused on delivering meaningful financial outcomes with competitive salaries and comprehensive benefits.

Matching Summary

Match Score: 75

** Associated Banc-Corp is seeking a Personal Trust Relationship Manager to serve high net worth clients by managing complex trust and investment relationships. The ideal candidate should have extensive experience in client management, business development, and fiduciary expertise, along with a strong understanding of estate planning and investment strategies. **

Salary

Base: $86,660.00 - $148,560.00 per year; Bonus/Equity: Incentives and well-being programs mentioned; Benefits: 401(k), Pension, PTO for volunteering, parental leave, stock purchase plan

Skills & Requirements

Must-have

  • 10+ years client management experience
  • Trust and wealth management sales success
  • Estate planning and fiduciary administration knowledge

Nice-to-have

  • Established network of referral sources
  • CFP, CPA, JD, or CTFA designation
  • Strong internal partnership experience

Key Requirements

  • Bachelor's degree in Business, Finance, Accounting
  • 10+ years in financial or investment services
  • 10+ years in business development and trust sales

Work Rights

Not specified

Tailored Resume

Cover Letter