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Associated Bank · 2 hours ago

Senior Private Wealth Advisor Market Leader

Minneapolis, MN

Full-time

Onsite

Senior Level, Lead/Staff, Director/Executive

$196K/yr - $336K/yr

12+ years exp

Associated Bank is committed to creating an inclusive culture that values diverse perspectives. The Senior Private Wealth Advisory Market Leader will co-lead a team of wealth professionals to deliver comprehensive strategies for high-net-worth clients and drive market growth while fostering professional development within the team.

BankingFinancial ServicesWealth Management

Responsibilities

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

Qualification

Wealth managementSales leadershipFinancial planningBusiness developmentInvestment productsTeam coachingClient relationship managementStrategic planningCompliance knowledgeCommunity engagement