Talent.com
Senior Private Wealth Advisor Market Leader
Senior Private Wealth Advisor Market LeaderAssociated Bank - Corp • Minneapolis, MN, United States
Senior Private Wealth Advisor Market Leader

Senior Private Wealth Advisor Market Leader

Associated Bank - Corp • Minneapolis, MN, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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. 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. You'll 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 Bank's 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 :

  • Bachelor's 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 :

  • Master's degree in Finance, Economics, Business Administration, or related field
  • Why You'll Love Working Here

    At Associated Bank, your success is our success. You'll 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-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, 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 Midwest. Join our community on Facebook, and X.

    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 Bank's anonymous Ethics Hotline.

    Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.

    Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

    Pay Transparency

    Associated Bank is Pay Transparency compliant.

    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.

    $182,420.00 - $312,720.00 per year

    #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Senior Wealth Advisor • Minneapolis, MN, United States

    [internal_linking.related_jobs]
    Wealth Advisor

    Wealth Advisor

    Boulay • Eden Prairie, Minnesota, USA
    [job_card.full_time]
    The Wealth Advisor is responsible for managing existing client relationships formulating and implementing advice and will begin to develop new client relationships. This position will often work wit...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Life Insurance Specialist - Burnsville, MN

    Life Insurance Specialist - Burnsville, MN

    The Auto Club Group • Burnsville, MN, United States
    [job_card.full_time]
    It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Payment Terms : $2500 paid after 30 days of employment, $2500 paid after 90 days of employme...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Insurance Sales - Bonuses and Travel Incentives

    Entry Level Insurance Sales - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Apple Valley, Minnesota
    [job_card.full_time]
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director Crop Insurance

    Director Crop Insurance

    Compeer Financial • Lakeville, MN, United States
    [job_card.full_time]
    Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin.We bring together team members with a variety of backgrounds and experiences to help provide financial s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Foster Klima • Minneapolis, MN, United States
    [job_card.full_time]
    Experienced Financial Advisor The Foster Klima agency is in MN, ND, and SD.We can only hire Advisors who reside in MN, ND, West Wisconsin, North Iowa, and SD. As Senior Wealth Manager for Foster Kli...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Consultant - Woodbury, MN

    Investment Consultant - Woodbury, MN

    Charles Schwab • MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, US
    [job_card.full_time]
    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. If you are seeking the first step towards a rich and rewar...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Wealth Tax Strategy Advisor

    Senior Wealth Tax Strategy Advisor

    Ernst & Young Oman • Minneapolis, MN, United States
    [job_card.full_time]
    A leading global consulting firm seeks a Senior in its Wealth Tax Advisory practice.This position involves delivering advisory services to high-net-worth individuals and their family offices.Key re...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Customer Service / Benefits Advisor (Work from home)

    Customer Service / Benefits Advisor (Work from home)

    Professional Career Solutions • Coon Rapids, Minnesota
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Market Relationship Banker

    Market Relationship Banker

    Old National Bank • Savage, MN, United States
    [job_card.full_time]
    US-MN-Savage | US-MN-Prior Lake | US-MN-Shakopee.Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply roo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Sales Representative

    Remote Sales Representative

    Globe Life American Income Division • Minneapolis, MN, US
    [filters.remote]
    [job_card.full_time]
    Globe Life American Income Division Remote Sales Rep.Discover your next step at Globe Life American Income Division! As we expand into new territories, we are looking for dedicated professionals wa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Private Wealth Advisory Market Leader

    Senior Private Wealth Advisory Market Leader

    Associated Bank • Minneapolis, MN, US
    [job_card.full_time]
    Senior Private Wealth Advisory Market Leader.At Associated Bank, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success...[show_more]
    [last_updated.last_updated_30] • [promoted]
    J.P. Morgan Wealth Management Private Client Advisor Edina Branch Edina, MN

    J.P. Morgan Wealth Management Private Client Advisor Edina Branch Edina, MN

    JPMorganChase • Edina, Minnesota, USA
    [job_card.full_time]
    Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Coon Rapids, Minnesota
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Planning Associate

    Wealth Planning Associate

    Royal Bank of Canada • Minneapolis, MN, United States
    [job_card.full_time]
    As a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program. This is a 24-month development program designed to provide the knowledge a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDash • Anoka, MN, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a var...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Associate- Transaction Advisory Services- Healthcare

    Senior Associate- Transaction Advisory Services- Healthcare

    EisnerAmper • Minneapolis, MN, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Universal Banker (Consumer Lending Focus)

    Universal Banker (Consumer Lending Focus)

    Affinity Plus Federal Credit Union • Coon Rapids, MN, United States
    [job_card.full_time]
    Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work.Between our one of...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Seamer Service Representative

    Senior Seamer Service Representative

    Crown Cork & Seal USA, Inc. Careers • Lakeville, MN, US
    [job_card.full_time]
    Global Fortune 500 packaging manufacturer has an immediate opening for a Seamer Service Technician in the North American Beverage Division. This individual is a key member of the Technical Services ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]