Senior Private Wealth Advisory Market Leader

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.

As the Senior Private Wealth Advisory Market Leader, you will co-lead a high-performing team of wealth professionals to deliver comprehensive strategies for high-net-worth clients. This role combines leadership, strategic market growth, and client relationship management to elevate our Private Wealth presence. You'll have the opportunity to shape our market, mentor senior leaders, and make a lasting impact on clients and colleagues alike.

Key Accountabilities

• Lead and coach a diverse team of Private Bankers, Trust Officers, Wealth Planners, Financial Advisors, and Retirement Planning Specialists, fostering high performance, professional growth, and alignment with business objectives.
• Develop and execute strategic market plans to grow business, increase market share, and accelerate the upward migration of mass-affluent clients into Private Wealth.
• Build and maintain strong relationships with high-net-worth clients, delivering personalized, comprehensive wealth management solutions while ensuring compliance and governance standards.
• Partner across consumer, commercial, and business banking lines, as well as internal stakeholders (investment advisors, portfolio managers, legal, and compliance), to deliver cohesive client strategies and promote Associated Bank's products.
• Recruit, mentor, and inspire talent while acting as the primary ambassador for the wealth brand through community engagement and outreach.
• Drive performance by monitoring team metrics, elevating KPI behaviors, leading market-based meetings, training, and performance evaluations, and fostering a culture of growth, DE&I, and innovation.
• Demonstrate executive presence and thought leadership, serving as the senior point of contact for team leaders, clients, and external partners, representing the bank professionally and effectively.

Education & Experience
Required:

• Bachelor's degree in Finance, Economics, Business Administration, or related field, or equivalent experience
• 12+ years in financial services/wealth management, business development, and sales management
• 7+ years of sales leadership experience with full Wealth Advisory teams
• 7+ years of experience with investment products, financial planning, and wealth management best practices

Preferred:

• Master's degree in Finance, Economics, Business Administration, or related field

Why You'll Love Working Here

At Associated Bank, your success is our success. You'll join a culture that values collaboration, professional development, and innovation. We invest in your career while empowering you to make a meaningful impact on clients, colleagues, and the community. Apply today to make a difference and grow your career with Associated Bank.

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, 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 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.

$182,420.00 - $312,720.00 per year