Associated Bank · 3 hours ago
Data Analytics Consultant - Private Wealth
Greater Milwaukee
Full-time
Onsite
Entry, Mid Level
$60K/yr - $102K/yr
2+ years expAssociated Bank is committed to creating an inclusive culture where diverse perspectives are valued. As a Data Analytics Consultant, you will analyze Private Wealth product performance and provide insights to guide strategic decisions that enhance client acquisition and retention.
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
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
Preferred
Experience in financial services, FinTech, or customer analytics, ideally within banking or wealth management
Familiarity with CRM and marketing platforms such as Salesforce or Adobe
Benefits
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.
Company
Associated Bank
Associated Bank offers deposit and loan products.
1001-5000 employees
H1B Sponsorship
Associated Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (2)
2022 (2)
2021 (2)
Funding
Current Stage
Public CompanyTotal Funding
$300M2024-11-14Post Ipo Equity· $300M
1978-01-13IPO
Leadership Team
Andy Harmening
President and CEO
P
Philip B. Flynn
President, Director & CEO
Recent News
2025-12-05
2025-12-03
Company data provided by crunchbase