Sales Relationship Manager-Personal Trust

1 week ago

Wayzata, 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 wealth planning concepts and solutions, acting as a consultant for internal partners and profiling for cross-selling opportunities. In addition to these duties, a primary responsibility 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, 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 investment 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. Work with third party professional advisors to coordinate the client's estate plan.
  • Potentially supervise the activities and development of assigned Support Staff or Officers to ensure sales goals and customer service standards are met.

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

Required Experience
7+ years Business development or Personal Trust relationship management.
10+ years High level client management within the financial services/investment management industry. Understanding of estate planning concepts, fiduciary administration, taxes, financial planning and discretionary asset management.
10+ years Demonstrated success in planning, organizing and executing on investment agency, institutional and personal trust sales within a dynamic financial services organization.
Developing a strong network of internal and external referral sources.
10+ years Sales and client management success. Understanding of internal banking partners, their functions and business line products. Team environment, utilizing partners to develop and deliver financial solutions.

Preferred Licenses and Certifications
CFP-Certified Financial Planner by start date
CPA - Certified Public Accountant by start date
CFA-Charted Financial Analyst by start date

CTFA-Certified Trust and Financial Advisor by start date

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.

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.

$84,980.00 - $145,680.00

  • Trust Investment Specialist

    4 days ago

    Wayzata, Minnesota, United States Disability Solutions Full time

    About the RoleThis Senior Relationship Manager position plays a critical role in servicing assigned Trust Department related accounts, including investment agency, trusts, IRAs, and custodial accounts.You will be responsible for retaining, developing, and expanding multi-level relationships with existing high net worth clients to drive asset growth and...

  • Sales Manager

    3 months ago

    Wayzata, United States Gpac Full time

    Sales Manager We are seeking a seasoned Sales Manager with experience in Distribution Sales to join our dynamic and expanding team! In this role, you will spearhead efforts to drive sales growth, foster enduring customer relationships, and lead a motivated sales team to meet revenue goals effectively. The Sales Manager will also collaborate closely with the...

  • Producer Relationship Manager

    4 weeks ago

    Wayzata, Minnesota, United States Trean Corporation Full time

    Job OverviewWe are seeking a highly skilled Producer Relationship Manager to join our team at Trean Corporation. This role plays a critical part in fostering and supporting our producer relationships from appointment through termination.

  • Business Relationship Manager

    3 days ago

    Wayzata, Minnesota, United States Trean Corporation Full time

    About the JobWe are seeking a highly organized and detail-oriented Partnership Development Associate to join our team at Trean Corporation.Responsibilities:Provide administrative support to the Partner Relations department;Support partner onboarding and offboarding processes;Triage, track, and manage incoming partnership requests;Prepare and distribute...

  • Wealth Management Professional

    3 days ago

    Wayzata, Minnesota, United States Disability Solutions Full time

    Job Title: Wealth Management ProfessionalWe are seeking a highly skilled and experienced wealth management professional to join our team at Associated Bank.As a Wealth Management Professional, you will be responsible for providing financial expertise on Associated products and services to high net worth clients. You will work closely with sales or...

  • Trean Sales Specialist

    1 day ago

    Wayzata, Minnesota, United States Trean Corporation Full time

    About Trean CorporationTrean Corporation is a leading provider of workers' compensation insurance solutions. We are seeking an experienced Sales Specialist to join our team.Job Summary:The Sales Specialist will be responsible for building and maintaining strong relationships with our agency partners, driving new business growth, and developing strategic...

  • Market Relationship Development Specialist

    4 weeks ago

    Wayzata, Minnesota, United States Old National Bank Full time

    Job OverviewWe are seeking a skilled Market Relationship Banker to join our Community Banking Team. This unique position will allow you to work at multiple banking centers, including Big Lake, Buffalo, Wayzata, Plymouth, Brooklyn Center, and Maple Grove.The successful candidate will develop and cultivate long-term client relationships by providing...

  • Account Development Manager

    2 days ago

    Wayzata, Minnesota, United States Trean Corporation Full time

    Grow Your Career with Trean CorporationTrean Corporation is a dynamic company that offers exciting opportunities for professional growth and development. As an Account Development Manager, you will play a key role in building and maintaining strong relationships with our agency partners, driving new business growth, and developing strategic partnerships to...

  • Anthropologie Sales Associate

    6 months ago

    Wayzata, United States Anthropologie Full time

    Location: This position is located at 803 Lake St., Wayzata, Minnesota, 55391 United States Role Summary: A Sales Associate contributes to driving sales through providing a genuine and unique experience to each customer. Role Responsibilities: Customer Experience Initiates genuine conversation to engage with the customer in a personalized way where all...

  • Retail Sales Representative

    2 hours ago

    Wayzata, Minnesota, United States Holiday Companies Full time

    Job Title:Retail Sales RepresentativeOverview:Holiday Companies is looking for a motivated and results-driven Retail Sales Representative to join our dynamic team. In this role, you will be responsible for driving sales growth, delivering exceptional customer experiences, and maintaining a visually appealing store environment.Job Summary:This position is...

  • Automotive Sales Specialist

    4 weeks ago

    Wayzata, Minnesota, United States Walser Full time

    Why Work at Walser?A pioneer in the automotive industry, Walser Automotive Group has been a family-owned business for over 65 years. We prioritize FAMILY, CAREER, and DIVERSITY to create a progressive work environment. Our benefits and perks include medical, dental, and vision coverage, paid parental leave, adoption assistance, life insurance, and a 401K...

  • Sales and Customer Support Associate

    2 weeks ago

    Wayzata, United States OCP North America Full time

    OCP North America is growing, and we have a unique opportunity for a part-time role working as a Sales and Customer Support Associate among our Sales and Logistics teams.The ideal candidate has a strong background in data and information entry, reporting, and oversight with a high degree of customer focus and experience delivering exceptional customer...

  • Outside Sales

    4 months ago

    Wayzata, United States Gpac Full time

    Outside Sales Rep – Building Materials Distribution gpac, a 30+ year recruitment company, is partnered with a well-established company in the building materials distribution industry. Our client, a family-run company for over 35 years, is seeking a motivated and experienced Outside Sales Rep to join their team. This is an amazing opportunity for...

  • Retail Sales Associate

    2 months ago

    Wayzata, United States Talbots Full time

    Job Number: 23628 Position Title: Sales Associate External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may also...

  • Inside Sales Representative

    2 weeks ago

    Wayzata, United States Johnson Controls Full time

    What you will do:The ISR interacts with existing House Accounts and York Dealers to increase sales and margin of residential and light commercial HVAC equipment and supplies. The ISR will proactively maintain an ongoing relationship with assigned House Accounts and York Dealers. They will make occasional sales calls to their customer base, where and when...

  • Master Handyman Operations Manager

    4 weeks ago

    Wayzata, Minnesota, United States Ace Handyman Services Full time

    **Company Overview**Ace Handyman Services is a national leader in the home improvement and home repair services industry. We design our business around the needs of our customers, providing high-quality services through our skilled and experienced craftsmen.**Salary:** $25.00 - $35.00 per hourAs a General Manager at Ace Handyman Services, you will be...

  • General Manager Handyman Business

    4 weeks ago

    Wayzata, United States Ace Handyman Services Full time

    Construction Professionals - are you looking for a way to turn your background and your engaging personality into a challenging and rewarding sales career? Join our TEAM at Ace Handyman Services! We are a national leader in the home improvement and home repair services industry by designing our business around the needs of our customers. As we continue to...

  • General Manager Handyman Business

    4 weeks ago

    Wayzata, United States Ace Handyman Services Full time

    Construction Professionals - are you looking for a way to turn your background and your engaging personality into a challenging and rewarding sales career? Join our TEAM at Ace Handyman Services! We are a national leader in the home improvement and home repair services industry by designing our business around the needs of our customers. As we continue to...

  • Financial Manager Opportunity

    7 hours ago

    Wayzata, Minnesota, United States Waycrosse Full time

    About the RoleThis Senior Family Accountant position supports our Family Advisors and works closely with other Waycrosse professionals to problem-solve, take ownership of projects, and work directly with clients. The focus is on accounting analysis related to individuals and trusts, income tax, and cash flow projections.Key ResponsibilitiesPreparing and...

  • Private Wealth Manager

    3 days ago

    Wayzata, Minnesota, United States Disability Solutions Full time

    About the RoleThe ideal candidate for this position will have 4-7 years of sales experience, with a strong understanding of banking products and complex client relationships. You should also possess advanced credit skills and be able to work closely with other teams to ensure retention and growth of client assets. If you thrive in a fast-paced environment...