Market Leader

Description:

Associated Bank is seeking a Senior Private Wealth Advisor Market Leader to lead its high-performing wealth management team in Minneapolis, MN. This senior leadership role is ideal for a strategic, client-focused professional with deep expertise in private banking, wealth advisory, and team development. The position combines leadership, business growth, and client relationship management to strengthen Associated Bank’s private wealth presence across the region.

The successful candidate will be responsible for guiding an integrated team of Private Bankers, Wealth Planners, Financial Advisors, and Trust Officers to deliver customized wealth management strategies for high-net-worth clients. This is an opportunity to play a critical role in shaping market strategy, mentoring leaders, and enhancing client experiences in a collaborative and high-performing environment.

Key Responsibilities:

• Lead and coach a team of wealth professionals to drive performance, growth, and customer satisfaction.

• Develop and execute strategic market plans to increase Private Wealth market share and attract high-net-worth clients.

• Build and maintain strong, trust-based relationships with affluent clients, providing comprehensive financial, investment, and estate planning advice.

• Collaborate across internal banking lines (consumer, commercial, investment, and legal teams) to ensure cohesive financial strategies and governance compliance.

• Oversee client engagement, retention, and satisfaction metrics while driving measurable business outcomes.

• Recruit, develop, and inspire wealth management professionals through mentorship and performance-driven leadership.

• Represent the organization externally through community involvement, networking, and advocacy for the wealth management brand.

• Ensure compliance with regulatory standards, internal policies, and the Bank Secrecy Act.

Qualifications:

Required:

• Bachelor’s degree in Finance, Economics, Business Administration, or related field (or equivalent experience).

• Minimum 12 years of experience in financial services or wealth management.

• Minimum 7 years in leadership roles managing wealth advisory or private banking teams.

• Strong understanding of investment products, portfolio management, and financial planning principles.

• Proven ability to lead, coach, and motivate high-performing teams while maintaining a client-centric focus.

• Demonstrated success in market development, client acquisition, and strategic execution.

Preferred:

• Master’s degree in Finance, Economics, or Business Administration.

• Advanced certifications such as CFP®, CFA®, or CTFA® are advantageous.

Why Join Associated Bank:

Associated Bank offers an exceptional workplace culture built on collaboration, inclusion, and professional development. The company provides a dynamic environment where employees are empowered to make meaningful contributions to clients and communities alike.

Benefits include:

• Competitive compensation and performance-based incentives.

• Comprehensive retirement programs including 401(k) and pension plans.

• Paid volunteer time to support local community involvement.

• Inclusive workplace supported by diversity-based Colleague Resource Groups.

• Tuition assistance, professional development programs, and career advancement opportunities.

• Parental leave, well-being programs, and employee stock purchase options.

• Discounts on personal banking, loans, investments, and insurance services.

About Associated Bank:

Associated Bank is a leading Midwest financial institution serving over 120 communities across Wisconsin, Illinois, Minnesota, and Missouri. The bank is recognized as one of the best workplaces in the region due to its commitment to employee growth, community engagement, and operational excellence. Associated Bank fosters an inclusive and values-driven culture that encourages innovation, accountability, and service excellence in all aspects of business.

Equal Employment Opportunity:

Associated Bank is an Equal Opportunity Employer, committed to diversity and inclusion. The bank considers all qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

It fully complies with the Bank Secrecy Act (BSA) and mandates that all employees promptly report suspicious financial activity or customer complaints as per established procedures.

Applicants requiring accommodations during the application or interview process may contact leavesandaccommodations@associatedbank.com for assistance.