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Associated Bank · 4 weeks ago

Data Analytics Consultant - Private Wealth

Milwaukee 111 Kilbourn

Full-time

Hybrid

Mid Level

$59K/yr - $101K/yr

4+ years exp

Associated Bank is committed to creating an inclusive culture and is seeking a Data Analytics Consultant to help shape client acquisition and retention strategies. This role involves analyzing product performance, delivering customer insights, and collaborating with various teams to drive meaningful business decisions in the Private Wealth sector.

BankingFinancial ServicesWealth Management

Responsibilities

Analyze Private Wealth product and portfolio performance across deposits, lending, investments, and trust to uncover growth and retention opportunities

Deliver clear customer insights, including behavior, profitability, and lifetime value, to inform acquisition and deepening strategies

Identify high-value Retail clients ready for Private Wealth and support targeted campaigns with next-best-action recommendations

Forecast client and portfolio outcomes by partnering with Product, Finance, Marketing, and Analytics teams to model scenarios and quantify business impact

Benchmark performance using internal and external data to understand competitive trends and guide strategic planning

Integrate data from trust, retail, CRM, and digital systems to create unified views that elevate data quality and decision-making

Build intuitive dashboards and tools that enable business partners to access insights quickly and act with confidence

Qualification

SQLPower BITableauForecastingSegmentationProfitability analysisCloud data environmentsCRM platformsCuriosityAccountabilityBuilder mindsetCommunication skillsProject managementOrganizational skills

Required

Master's degree with 2+ years of experience, or Bachelor's degree with 4+ years of experience in business analytics, portfolio insights, or decision support

Proven experience with forecasting, segmentation, and profitability analysis

Strong skills in SQL, Power BI or Tableau, and Excel

Experience working in cloud data environments such as AWS, Hadoop, or Snowflake

Strong communication and storytelling skills to translate complex data into clear business recommendations

Excellent organizational and project management skills

Curiosity, accountability, and a builder mindset