Portfolio Manager IV - Investment Mgmt

Associated Bank - Corp; Milwaukee (WI); On-site; USD 166,000 - 284,000; Full time

Job summary

Associated Bank seeks an Investment Portfolio Manager to develop and manage customized investment strategies for high-net-worth individuals, families, foundations, and endowments. You will partner with clients to help them achieve financial goals while evolving our investment platform and processes.

In this visible role, you will influence portfolio strategy, mentor team members, and contribute to investment research and risk-management initiatives across the organization.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 12+ years in investment management, portfolio management, or related financial services.
• Strong experience managing client relationships and portfolio strategy.
• Ability to travel as needed.

Responsibilities

• Develop tailored investment strategies aligned with clients' objectives, risk tolerance, and financial circumstances.
• Manage complex client relationships, including multi-generational families, foundations, endowments.
• Communicate portfolio performance, market insights, and investment recommendations to clients.
• Execute portfolio strategies within investment guidelines and compliance standards.
• Analyze market trends, economic conditions, and asset allocation opportunities.
• Contribute to investment research, including securities, external managers, funds, and portfolio solutions.
• Lead or participate in initiatives that enhance investment processes, products, and risk management.
• Mentor and guide junior portfolio managers and investment professionals.

Skills

Client relationship management

Portfolio strategy

Market analysis

Travel readiness

Education

Bachelor's degree in Finance/Economics

CFA designation (preferred)

Job description

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.

As an Investment Portfolio Manager, you will develop and manage customized investment strategies for high-net-worth individuals, families, foundations, and endowments. In this highly visible role, you will partner directly with clients to help them achieve their financial goals while contributing to the evolution of our investment platform and processes. This position offers the opportunity to influence portfolio strategy, mentor team members, and make a meaningful impact across the organization.

• Develop tailored investment strategies aligned with clients' objectives, risk tolerance, and financial circumstances.
• Manage complex client relationships, including multi-generational families, foundations, endowments, and external advisors.
• Communicate portfolio performance, market insights, and investment recommendations to clients and stakeholders.
• Execute portfolio strategies within established investment guidelines and compliance standards.
• Analyze market trends, economic conditions, and asset allocation opportunities to support investment decisions.
• Contribute to investment research, including securities, external managers, funds, and portfolio solutions.
• Lead or participate in initiatives that enhance investment processes, products, and risk management practices.
• Mentor and provide guidance to junior portfolio managers and investment professionals.

Education & Experience Required

• Bachelor's degree in Finance, Economics, or a related field.
• 12+ years of investment management, portfolio management, or related financial services experience.
• Strong experience managing client investment relationships and portfolio strategy.
• Access to reliable transportation and the ability to travel as needed.

Preferred

• Chartered Financial Analyst (CFA) designation.
• Experience working with high-net-worth clients, trusts, foundations, or endowments.
• Experience mentoring investment professionals or leading investment initiatives.

Why You'll Love Working Here

At Associated Bank, you'll join a collaborative team that values expertise, innovation, and strong client relationships. We invest in your professional growth through ongoing development opportunities while empowering you to make a meaningful impact on your clients, colleagues, and communities.

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-focusedColleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
• Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.

Compliance Statement

Associated Bank 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 perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all 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 all customer complaints as prescribed and procedure violations to management or HR.

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 [e-mail] 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.

Associated Bank isPay Transparency compliant.

The pay range represents anticipated base 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.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$165,550.00 - $283,800.00 per year