Description
Associated Bank is hiring a Senior Sales Relationship Manager, Personal Trust to serve high-net-worth clients with trust, fiduciary, estate planning, and broader wealth management needs. The role focuses on developing new business, managing client relationships and assigned trust accounts, collaborating with internal specialists, maintaining a Salesforce pipeline, and representing the bank in community and professional organizations. The position requires extensive experience in financial services, personal trust, fiduciary administration, and wealth management sales, with a bachelor’s degree preferred or equivalent experience; CFP/CPA/CFA/CTFA and FINRA licenses are preferred.
