Senior Sales Relationship Manager

2 days ago

Chicago, United States Disability Solutions Full time
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.

Under limited supervision, responsible for servicing assigned Trust Department related accounts including, but not limited to, investment agency, various types of trusts, IRA's and custodial accounts. Responsible for the retention, development and expansion of multi-level relationships for existing high net worth clients leading to the growth of assets and revenues. Responsible for providing sophisticated wealth planning concepts and solutions, acting as a subject matter expert and consultant for internal partners and profiling for cross-selling opportunities. In addition to these duties, a significant emphasis to independently develop and close on new business with existing clients, external prospects and referrals from centers of influence.

Job Accountabilities

  • Independently or in collaboration with other partners, create and/or coordinate specific sales proposals to generate new business. In addition, can build and expand referral source opportunities both internally and externally. Maintain active pipeline using Salesforce application.
  • Strong listening and questioning skills in order to provide advice and consult with clients concerning a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management, and charitable planning.
  • Profile existing customer base, and that of Service Administrators, for additional financial service needs in order to identify cross-selling opportunities through referrals to internal partners within and/or outside of Wealth Management.
  • Participate in community and business functions/groups to ensure a positive image for the bank within the region's marketplace. Establish referral contacts within the community.
  • Perform administrative duties of assigned accounts including completion of annual account reviews, reviewing client correspondence and processing requests for information, scheduling appointments, preparing and saving documents in Nautilus, approving bills and other account distributions, processing discretionary payment requests, reviewing and coordinating cash flow needs with the investment officer. and managing client fees.
  • Ensure compliance with policies and procedures related to all aspects of the position and keep informed of new legal, regulatory, and tax developments.
  • Review and analyze estate planning documents including revocable and irrevocable trusts, wills, real estate, agency agreements, and custody agreements to determine effective administration and compliance with documented provisions.
  • Potentially supervise the activities and development of assigned Support Staff or Officers to ensure sales goals and customer service standards are met.


Education: Bachelor's Degree or equivalent combination of education and experience Business, Finance and Accounting Required

Experience:
10-12 years High level client management within the financial services/investment management industry. Sales and client management success. Developing a strong network of internal and external referral sources. Required
10-12 years Demonstrated success in planning, organizing and executing on investment agency, institutional and personal trust sales within a dynamic financial services organization.
Understanding of estate planning concepts, fiduciary administration, taxes, financial planning and discretionary asset management. Required
10-12 years Understanding of internal banking partners, their functions and business line products. Within a team environment, utilizing partners to develop and deliver financial solutions. Required
12-15 years High level of industry education and confidence in their ability to successfully develop new business to meet an assigned annual sales goal commensurate with their work experience. Required

Licenses and Certifications:

CFP-Certified Financial Planner by start date Preferred
CPA - Certified Public Accountant by start date Preferred
CFA-Charted Financial Analyst by start date Preferred
Series 6-Investment Company Product/Variable Life Contracts Representative Exam by start date Preferred
Series 63-Uniform Securities Agent State Law Exam by start date Preferred
Series 7-Stockbroker Exam by start date Preferred
CTFA-Certified Trust and Financial Advisor by start date Preferred

Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required

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-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.


Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

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 Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

  • Senior Client Relationship Manager

    6 days ago

    Chicago, United States William Blair Full time

    Join William Blair, the Premier Global Boutique. William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are seeking a highly motivated Senior Client Relationship Manager to join our...

  • Senior Client Relationship Manager

    1 week ago

    Chicago, United States William Blair Full time

    Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.Join William Blair, the Premier Global Boutique.William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.We are committed to...

  • Senior Regional Sales Manager

    3 weeks ago

    Chicago, United States GPAC Full time

    Gpac is seeking a Sr. Regional Sales Manager to oversee and coordinate all sales activities in the Central US region based in our client’s Chicago office.They are a family-owned company that has been in business for nearly a century and are committed to providing the highest quality products to their customers! The company continues to thrive being a...

  • Senior Regional Sales Manager

    4 weeks ago

    Chicago, United States G-PAC Full time

    Gpac is seeking a Sr. Regional Sales Manager to oversee and coordinate all sales activities in the Central US region based in our client’s Chicago office. They are a family-owned company that has been in business for nearly a century and are committed to providing the highest quality products to their customers! The company continues to thrive being...

  • Senior Sales Development Manager

    1 week ago

    Chicago, Illinois, United States Channel Factory Full time

    Transform Video Ad Operations as a Senior Sales Development ManagerJoin Channel Factory, an award-winning marketing technology company that empowers top global brands and agencies to maximize YouTube advertising.About the RoleWe are seeking a seasoned Senior Sales Development Manager to drive revenue growth and deliver exceptional client satisfaction. As a...

  • Senior Relationship Manager

    1 week ago

    Chicago, United States Zero Hash Full time

    About the Role We are looking for a dynamic and strategic Sr. Relationship Manager with B2B experience focused on building and growing relationships and ultimately scaling revenue. The ideal candidate will have a passion for problem solving, developing relationships, managing complex out-of-the-box solutions and thinking critically about the relationships...

  • Senior Financial Relationship Manager

    1 week ago

    Chicago, Illinois, United States cibc Full time

    About UsCIBC is a leading North American bank that aims to create an inclusive environment where all team members and clients feel like they belong.Job OverviewWe are seeking a Senior Financial Relationship Manager to join our Private Banking team in Chicago. The successful candidate will be responsible for establishing program guidelines for cross-border...

  • Program Sales Manager

    2 months ago

    Chicago, United States Sales Focus Full time

    Sales Focus, Inc., (SFI)  the global leader in Sales Outsourcing, is searching for a Program Manager to “Develop, Train and Grow” an existing sales team in the energy industry. The Program Manager will be responsible for managing sales teams across the US.  This position is the direct interface between Sales Focus and our client. The Program...

  • Senior Sales Relationship Manager

    3 days ago

    Chicago, United States Associated Banc-Corp Full time

    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. Under limited supervision, responsible for servicing...

  • Sales Manager

    3 weeks ago

    chicago, United States Tri-S Recruiters Full time

    Job Title: Sales Manager – Bakery ProductsLocation: Midwest (No Sponsorship Available)Job Description: We are seeking an experienced Sales Manager with a strong background in bakery products to join our growing team. The ideal candidate will have a proven track record in driving sales, leading a high-performing team, and managing customer relationships...

  • Channel Manager/Senior Channel Manager

    1 month ago

    Chicago, United States Constellation Full time

    COMPANY OVERVIEW As the nation's largest producer of clean, carbon-free energy, Constellation is a company purposely-built to meet the challenges of the climate crisis. Constellation has been the leader in clean energy production for more than a decade and we are growing our company and capabilities. Now, we're accelerating, speeding our low-carbon or...

  • Senior Sales Development Manager

    6 days ago

    Chicago, Illinois, United States Simon Roofing Full time

    We are seeking a seasoned sales professional to join our team as a Senior Sales Development Manager. In this role, you will play a critical part in driving revenue growth and expanding our customer base.About the OpportunityThis is a challenging and rewarding opportunity for an experienced sales leader who wants to take their career to the next level. As a...

  • Senior Sales Relationship Manager

    1 week ago

    Chicago, United States Associated Banc-Corp Full time

    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. Under limited supervision, responsible for servicing...

  • Senior Sales Relationship Manager

    3 weeks ago

    Chicago, United States Disability Solutions Full time

    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.Under limited supervision, responsible for servicing...

  • Senior Sales Executive

    5 days ago

    Chicago, United States Ridge Line Services Full time

    Are you a highly motivated sales professional with a passion for closing new business in an industry ripe for disruption? Do you excel at building long-term relationships with C-suite executives and driving sales cycles from prospecting to closure? Are you ready to be part of a team that is transforming the investment management industry with innovative...

  • Senior Sales Executive

    2 weeks ago

    Chicago, United States Ridge Line Services Full time

    Are you a highly motivated sales professional with a passion for closing new business in an industry ripe for disruption? Do you excel at building long-term relationships with C-suite executives and driving sales cycles from prospecting to closure? Are you ready to be part of a team that is transforming the investment management industry with innovative...

  • Senior Regional Sales Manager

    3 weeks ago

    Chicago, IL, United States GPAC Full time

    Gpac is seeking a Sr. Regional Sales Manager to oversee and coordinate all sales activities in the Central US region based in our client’s Chicago office.They are a family-owned company that has been in business for nearly a century and are committed to providing the highest quality products to their customers! The company continues to thrive being a...

  • Senior Sales Director

    4 weeks ago

    Chicago, United States Daugherty Business Solutions Full time

    Senior Sales Director - ChicagoOverview:Daugherty is a leading advisory services and technology consulting firm that delivers business results. Our flexible approach combined with our deep technology expertise enables us to provide customized, innovative solutions across all industries. For nearly 40 years, Daugherty has been a go-to partner and preferred...

  • Senior Sales Manager

    7 days ago

    Chicago, United States Canon U.S.A., Inc. Full time

    Job DescriptionJob DescriptionSenior Sales ManagerUS-IL-ChicagoJob ID: 32555Type: Full-Time# of Openings: 1Category: Sales/Business DevelopmentAdditional Locations|CUSAbout the Role The Senior Sales Manager (Sr Manager, Sales) will be responsible for managing all imaging product within the Sales Group and is expected to provide clear direction, support, and...

  • Senior Sales Executive

    1 week ago

    Chicago, United States Ridge Line Services Full time

    Are you a highly motivated sales professional with a passion for closing new business in an industry ripe for disruption? Do you excel at building long-term relationships with C-suite executives and driving sales cycles from prospecting to closure? Are you ready to be part of a team that is transforming the investment management industry with innovative...