Senior Private Wealth Advisor Market Leader
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Job Location:
Minneapolis, MN - USA
Yearly Salary:
$ 182420 - 312720
Posted on:
30+ 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.
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. Youll 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 Banks 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:
- Bachelors 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:
- Masters degree in Finance Economics Business Administration or related field
Why Youll Love Working Here
At Associated Bank your success is our success. Youll 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-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.
$182420.00 - $312720.00 per yearRequired Experience:
Senior IC
Key Skills
- Computer Hardware
- Loan Processing
- Sales Experience
- Continuous Integration
- Iis
- Risk Management
- Banking
- Strategic Planning
- Curriculum Development
- Administrative Experience
- Program Design
- negotiation
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.
