Relationship Manager - Wealth Management, Eau Claire

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Trust Point Inc. of Eau Claire, WI is recognized as a "Best Place to Work" for the 8th year in a row. We are looking to hire a full‑time Relationship Manager to join our Wealth Management team. Use your passion for finance, investments, and planning to build impactful, trustworthy, long‑lasting relationships with clients.

Benefits include health, dental, life, long‑term disability, paid holidays, paid vacation, a generous 401(k) and profit‑sharing plan.

• Providing thoughtful and objective advice to help clients succeed with their long‑term financial goals.
• Establishing client calling plans, including routine administrative, operational, and investment review meetings, as well as event invitations and entertainment within guidelines as established by management.
• Making sound recommendations concerning pricing, operations, and overall relationship enhancement opportunities.
• Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client.
• Compliance and risk management oversight.
• Retaining and expanding existing accounts and the development of new business and the promotion of trust services.
• Continuing education through seminars, conferences and related training (both trust and investment specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications.
• Participating in and/or coordinating design, implementation, and training on projects as requested (specific responsibilities unique to an administrator are identified separately).
• Willingness to volunteer and support the local community.

• 4‑Year degree in Business, Accounting, Finance, or other relevant degree, required.
• 5‑10 years of work experience as a CPA preferred.
• Certification as a CFP and/or CTFA desired.
• Excellent communication and interpersonal skills; relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building, and work coordination.

Full‑time hybrid position working Monday‑Friday, 8 am‑5 pm.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team — one that makes better decisions, drives innovation, and delivers better business results.

Mid‑Senior level

Full‑time

Sales and Business Development