Strategic Sales Support Director - Private Wealth
Strategic Sales Support Director - Private Wealth
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
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.
Were looking for a strategic results-driven leader to join our Private Banking team as a Strategic Program & Sales Execution Leader. In this high-impact role youll partner with senior leadership across Private Wealth to lead the execution of sales strategies drive transformational growth initiatives and optimize our approach to client acquisition relationship deepening and delivery excellence.Youll serve as a key thought partner to the Director of Private Banking and play a pivotal role in advancing our business performance through strategic planning project execution and ongoing operational improvement.
What Youll Do
Lead Strategic Initiatives: Drive high-priority sales and growth programs aligned to Private Banking and broader Private Wealth strategies with a focus on delivering measurable impact.
Act as a Trusted Advisor: Partner closely with the Director of Private Banking to support daily operations long-term planning capital projects and administrative leadership.
Execute Sales Strategy: Design and support sales campaigns segmentation models book tiering capacity planning and client engagement tactics that improve acquisition and deepen relationships.
Drive Performance Insights: Work with Finance and Analytics teams to build reports dashboards and forecasts that guide business decisions improve efficiency and enhance profitability.
Coordinate High-Impact Projects: Lead cross-functional projects with Private Wealth leaders strategic partners and product teams. Navigate ambiguity adjust to shifting priorities and ensure deliverables are met with precision.
Support Key Leadership Forums: Prepare leadership meeting materials and help align teams around our One Private Wealth strategy.
Champion Innovation: Identify process improvements technology enhancements and client journey redesign opportunities that elevate the client and banker experience.
Required Qualifications
Bachelors degree in Business Finance Marketing Project Management or related field (or equivalent experience)
8 years in wealth management private banking or related financial services role
Proven experience in:
Sales strategy execution and project management
Designing and implementing client journey initiatives
Navigating matrixed organizations and aligning stakeholders
Advanced proficiency in Microsoft Office Suite Salesforce and project management tools
Preferred Qualifications
Deep understanding of Private Banking platforms for investments credit and deposits
Familiarity with client experience design omni-channel delivery models and campaign execution tools (e.g. Seismic Power BI Salesforce)
Experience in a leadership or support role within a Private Wealth or Affluent Banking environment
Understanding of heightened standards risk management protocols for Private Banking Power BI Seismic marketing campaign execution agility studios client experience journeys and multiple channel distribution planning.
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 and Minnesota 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 is an Affirmative Action andEqual Opportunity Employer. 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.
$118650.00 - $203400.00 per yearRequired Experience:
Director
Employment Type
Full-Time
