Lead a team of Private Bankers to deliver exceptional client experiences, drive results, and close new business opportunities.
Drive asset growth, deposits, and fee income through personal relationships, referrals, and cross-business collaboration.
Partner with Consumer Banking, Wealth Management, Mortgage Banking, and other lines to deliver holistic financial solutions.
Provide strategic leadership within Wealth Management, contributing to business planning and new product or growth ideas.
Oversee risk management, credit administration, and compliance while fostering a strong culture of accountability.
Develop centers of influence and community relationships to expand the firm's presence and referral network.
Advise clients and prospects on financial strategies, market trends, and banking solutions using approved resources.
Requirements
Required
Bachelor's degree in Business, Finance, Accounting, or equivalent experience
8+ years of experience in banking, commercial lending, financial planning, or investments
8+ years serving high net worth clients with broad knowledge of banking products
2+ years of commercial lending experience
Ability to meet credit check, SAFE Act, and regulatory registration requirements
Access to reliable transportation and ability to legally drive, if applicable
Preferred
8+ years with formal credit training, risk management, or project leadership
CFP®, CTFA®, or equivalent professional certification
CWS® (Certified Wealth Strategist)
Why You'll Love Working Here:
At Associated Bank, you'll find a collaborative culture that values leadership, integrity, and long-term relationships. We invest in your growth through meaningful development opportunities and the chance to make a real impact across our communities and clients. Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
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.
Compliance Statement
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 n
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.
Lead and inspire a team of Private Bankers serving high net worth clients while delivering comprehensive, enterprise-wide financial solutions. This role partners closely across Associated Bank to drive asset growth, deepen client relationships, and connect clients with the right expertise at the right time. You'll play a visible leadership role with meaningful impact on clients, colleagues, and the broader Wealth Management strategy.
Associatedbank · WI Milwaukee