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Senior Private Wealth Advisory Market Leader

Company: Disability Solutions
Location: Milwaukee
Posted on: May 13, 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 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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