Investment Sales and Marketing Support Specialist
Associated Bank, Madison, Wisconsin, us, 53774
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.***Role Summary
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.### **Key Accountabilities*** **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.### **Education & Experience****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.### **Why You’ll Love Working Here**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-focusedColleague Resource Groups.* Competitive salaries with professional development and advancement opportunities.* Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.* Personal banking, loan, investmentand 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,and.**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 participates in the E-Verify Program. E-Verify Notice . Know Your Right to Work
or .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.$18.14 - $31.09 per hourAt Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.### Get In TouchIntroduce yourself to our talent acquisition consultants and we'll contact you if there's a role that seems like a good match. #J-18808-Ljbffr
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.### **Key Accountabilities*** **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.### **Education & Experience****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.### **Why You’ll Love Working Here**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-focusedColleague Resource Groups.* Competitive salaries with professional development and advancement opportunities.* Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.* Personal banking, loan, investmentand 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,and.**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 participates in the E-Verify Program. E-Verify Notice . Know Your Right to Work
or .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.$18.14 - $31.09 per hourAt Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.### Get In TouchIntroduce yourself to our talent acquisition consultants and we'll contact you if there's a role that seems like a good match. #J-18808-Ljbffr