Senior Private Wealth Advisory Market Leader
Company: Disability Solutions
Location: Milwaukee
Posted on: April 28, 2024
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.We invite you to
view the opportunity below.The Senior Private Wealth Advisory
Market Leader co-leads a team of experienced Private Wealth
professionals to provide tailored wealth management strategies.
This includes investment management, private banking, trust, and
estate, retirement, and financial planning services. The role
involves coaching and partnering with various specialists while
driving team success and brand influence.The focus is on developing
market growth strategies, collaborating across business lines, and
delivering exceptional financial advisory services. This entails
aligning behaviors to sales management processes, leveraging
marketing campaigns, and enhancing client engagement.This person
will also be responsible for:
- Co-lead a diverse team, providing guidance and support to
ensure exceptional client service and achievement of business
objectives.
- Develop and execute strategic plans to drive business growth
and increase market share within private wealth management.
- Foster upward migration of mass-affluent clients into Private
Wealth and ensure proper client alignment.
- Build strong relationships with high-net-worth clients and
provide personalized wealth management solutions.
- Recruit talent and serve as an ambassador for the wealth brand
through community engagement.
- Collaborate with banking leaders to identify clients for
upselling into Private Wealth management.
- Act as the primary point of contact for market-based team
leaders and key clients.
- Elevate Key Performance Indicator (KPI) behaviors and outcomes
through coaching and guidance.
- Collaborate with internal stakeholders to develop comprehensive
wealth management strategies.
- Provide matrix leadership to ensure a cohesive approach to
client service and business development.
- Stay current on industry trends, market conditions, and
regulatory changes.
- Monitor team performance metrics and implement strategies for
improvement.
- Lead regular team meetings, training sessions, and performance
evaluations.
- Demonstrate executive savvy in interpersonal relationships,
communication, and board representation.Review the qualifications
listed below:Education
- Bachelor's Degree or equivalent combination of education and
experience in Business, Finance, Economics or related field.
Required
- Master's Degree in Business, Finance, Economics or related
field. Preferred Experience
- 12+ years of extensive financial services/wealth management,
business development, and sales management experience in designated
market(s). Required
- 7-10 years of sales leadership experience required, with
preferred background in managing full Wealth Advisory teams across
wealth disciplines. Required
- 7-10 years of in-depth knowledge and experience with investment
products, financial planning strategies, and wealth management best
practices, including regulatory and compliance requirements.
RequiredIn 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 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 Midwest.
Join our community on Facebook, LinkedIn and X.Compliance
StatementAssociated 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 to
individuals with disabilities throughout the application &
interview process. Please contact
leavesandaccommodations@associatedbank.com if you need an
accommodation at any time during the interview process.Associated
Banc-Corp is an Affirmative Action and Equal Opportunity Employer.
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.
Keywords: Disability Solutions, Milwaukee , Senior Private Wealth Advisory Market Leader, Accounting, Auditing , Milwaukee, Wisconsin
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