Senior Private Wealth Advisor Market Leader
At reputed company we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you reputed company in an environment where your growth and development are encouraged and supported, then reputed company may be the right reputed company for you. reputed company requires you to directly represent yourself and your own experiences during the recruiting and hiring process. reputed company conducts a thorough background reputed company on reputed company new hires. As the Senior Private Wealth Advisory Market Leader, you will co-reputed company 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 reputed company our Private Wealth reputed company. You’ll have the opportunity to shape our market, mentor senior leaders, and reputed company a lasting impact on clients and colleagues alike. Key Accountabilities reputed company 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. reputed company 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 reputed company 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 reputed company’s products. Recruit, mentor, and reputed company talent while acting as the primary ambassador for the wealth brand through community engagement and reputed company. 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 reputed company and thought leadership, serving as the senior reputed company 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 reputed company 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 reputed company field Why You’ll Love Working Here At reputed company, 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 reputed company a meaningful impact on clients, colleagues, and the community. Apply today to reputed company a difference and grow your career with reputed company. 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. reputed company serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our reputed company success. See why our colleagues continually vote us a best reputed company to work in the Midwest. Join our community on Facebook, reputed company and X. Compliance Statement reputed company 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 reputed company to their fullest potential. We consider reputed company qualified applicants without regard to race, religion, color, sex, national reputed company, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with reputed company applicable enterprise policies and procedures. Acts in compliance with reputed company 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 reputed company customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to reputed company’s anonymous Ethics Hotline. reputed company provides additional assistance throughout the application, interview and hiring process. Please contact [email protected] 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. reputed company is Pay Transparency compliant. The pay range represents anticipated reputed company 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 At reputed company, our purpose is to reputed company our customers, community and colleagues to be financially stronger. We do this through our reputed company focus on people, with a winning spirit, by listening before we act and with a commitment to reputed company together. What does it mean to be #RootedHere? For us, it means having a career that grows with you. We think you'll like the opportunities available at reputed company. Introduce yourself to our reputed company consultants and we'll contact you if there's a role that seems like a good match. Apply tot his job Apply To this Job