Institutional Sales Support Specialist

Overview

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.

The Institutional Sales Support Specialist plays a key role in supporting sales efforts and delivering exceptional service to institutional clients. You ll assist with sales activities, client onboarding, account administration, and financial research to help the team operate efficiently and effectively. This role offers meaningful exposure to wealth management operations and the opportunity to build skills for future career growth.

• Support sales efforts by researching prospects, preparing proposals, coordinating sales materials, and assisting with new account onboarding.

• Provide administrative and operational support, including scheduling meetings, preparing correspondence, managing expenses, and maintaining accurate sales and client records.

• Assist Portfolio Managers by preparing portfolio analysis, investment research, and client review materials.

• Coordinate client service activities through regular communication, tracking service requests, and preparing reports and review packets.

• Maintain organized and up-to-date files for clients, prospects, and centers of influence.

• Collaborate with WMIS colleagues to ensure compliance with processes, standards, and regulatory requirements.

• Deliver excellent customer service by addressing requests promptly and partnering across teams to resolve issues.

• Provide backup support to other Sales Support team members, ensuring smooth operations across the department.

Required:

• High school diploma or equivalent combination of education and experience.

• 2+ years of experience in financial services.

• Working knowledge of trust, investment, and wealth management products and processes.

Preferred:

• Experience supporting institutional clients or wealth management teams.

• Strong administrative, communication, and organizational skills.

You ll join a supportive, people-first culture that believes in developing talent and celebrating team success. We offer growth opportunities, meaningful work, and a collaborative environment where your contributions matter.

Apply today to make an impact and grow your career with Associated Bank!

We welcome and encourage applications from individuals returning to the workforce, people with disabilities, candidates 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-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, 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 Midwest. Join our community on Facebook, Linked In and X.

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.

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