Data Analytics Consultant Private Wealth
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Job Location:
Milwaukee, WI - USA
Yearly Salary:
$ 59500 - 102000
Posted on:
13 days ago
Vacancies:
1 Vacancy
Job Summary
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 SummaryAs a Data Analytics Consultant youll sit at the intersection of data and strategy to help shape how we acquire deepen and retain our most affluent clients. Youll turn insights into clear business actions that guide senior leaders and influence portfolio growth. This role offers the opportunity to build new capabilities drive meaningful decisions and elevate the Private Wealth experience.
Key Accountabilities
Analyze Private Wealth product and portfolio performance across deposits lending investments and trust to uncover growth and retention opportunities.
Deliver clear customer insights including behavior profitability and lifetime value to inform acquisition and deepening strategies.
Identify high-value Retail clients ready for Private Wealth and support targeted campaigns with next-best-action recommendations.
Forecast client and portfolio outcomes by partnering with Product Finance Marketing and Analytics teams to model scenarios and quantify business impact.
Benchmark performance using internal and external data to understand competitive trends and guide strategic planning.
Integrate data from trust retail CRM and digital systems to create unified views that elevate data quality and decision-making.
Build intuitive dashboards and tools that enable business partners to access insights quickly and act with confidence.
Education & Experience
Required
Masters degree with 2 years of experience or Bachelors degree with 4 years of experience in business analytics portfolio insights or decision support.
Proven experience with forecasting segmentation and profitability analysis.
Strong skills in SQL Power BI or Tableau and Excel.
Experience working in cloud data environments such as AWS Hadoop or Snowflake.
Strong communication and storytelling skills to translate complex data into clear business recommendations.
Excellent organizational and project management skills.
Curiosity accountability and a builder mindset.
Preferred
Experience in financial services FinTech or customer analytics ideally within banking or wealth management.
Familiarity with CRM and marketing platforms such as Salesforce or Adobe.
Why Youll Love Working Here
Youll join a team that supports your growth values your ideas and empowers you to build new capabilities that shape the future of our Private Wealth business. Youll collaborate with leaders who trust you to drive meaningful insights and help us deliver on our One Bank vision. Apply today to make an impact and grow your career with us.
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 leaveanemployee 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 our community onFacebookLinkedInandX.
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 Banks anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
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.
$59500.00 - $102000.00 per yearRequired Experience:
Contract
Key Skills
- Adobe Analytics
- Data Analytics
- SQL
- Attribution Modeling
- Power BI
- R
- Regression Analysis
- Data Visualization
- Tableau
- Data Mining
- SAS
- Analytics
About Company
Get your checking account, savings account, or loan at Associated Bank. Online bill pay, online banking, overdraft protection, and more. 24/7/365 customer care.
