Private Banking Group Manager
Private Banking Group Manager
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$ 148120 - 253920
1 Vacancy
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.
As a Private Banking Group Manager you wont just lead a teamyoull guide a strategy. This is your opportunity to drive growth inspire high-performing Private Bankers and help high-net-worth clients unlock the full potential of their financial lives. Youll work at the intersection of relationship management strategic planning and cross-line collaborationbuilding strong bridges across business units while delivering financial solutions.This position requires a credit check per 12 CFR Chapter X Part 1026 Truth in Lending Regulation Z.
What Youll Do
- Lead a High-Impact Team: Coach and develop Private Bankers to deepen client relationships drive business growth and deliver premier client experiences.
- Drive Growth Across the Bank: Collaborate with partners in Consumer Banking Commercial Lending Mortgage and Wealth Advisory to offer integrated solutions that meet client needs.
- Be a Strategic Partner: Serve as a senior voice in the Wealth Management leadership team contributing to business planning product development and innovation.
- Own the Client Journey: You will own a book of business as well as be the strategic connector ensuring clients are matched with the right expertise at the right time.
- Strengthen Risk & Credit Oversight: Provide daily leadership on risk management compliance and credit administration across the teams portfolio.
- Expand Market Presence: Cultivate new relationships through Centers of Influence and community engagement reinforcing the banks reputation in the high-net-worth market.
What Youll Bring
- Education:
- Bachelors degree in Business Finance Accounting or related fieldor equivalent experience
- Experience:
- 7 years in private banking commercial lending or wealth management with a proven ability to grow assets in a relationship-driven environment
- Deep knowledge of high-net-worth client needs financial planning and investment strategies
- 2 years of commercial lending experience
- Formal credit training and risk management background (preferred)
- Certifications:
- Certified Wealth Strategist (CWS) Required
- Certified Financial Planner (CFP) Preferred
- Certified Trust and Financial Advisor (CTFA) Preferred
- Must meet S.A.F.E. Act registration and compliance requirements
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements obtain a unique identifier and maintain the registration requirements as directed by the S.A.F.E Act.
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.
$148120.00 - $253920.00 per yearRequired Experience:
Manager
Employment Type
Full-Time
