Private Banking Group Manager Professional Services

Associated Bank; Milwaukee (WI); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Private Banking Group Manager to lead a team focused on lending to high-net-worth clients. This pivotal role involves driving business growth, ensuring compliance, and fostering relationships across the professional services sector. The ideal candidate will have extensive experience in banking and financial planning, with a strong emphasis on client relationship management and team leadership. Join a company committed to diversity, community engagement, and creating a supportive work environment while making a significant impact in the financial services industry.

Benefits

Retirement Plans

Community Volunteering Time Off

Diversity Initiatives

Competitive Salaries

Bonuses

Personal Banking Benefits

Qualifications

• 7+ years in banking or financial planning with proven asset growth.
• Experience with high-net-worth clients and comprehensive banking products.

Responsibilities

• Lead a team of Private Bankers and manage business development activities.
• Ensure compliance with banking regulations and drive profitable growth.

Skills

Financial Planning

Client Relationship Management

Business Development

Risk Management

Team Leadership

Education

Bachelor's Degree in Finance

Equivalent Experience in Banking

Job description

Private Banking Group Manager Professional Services

Join to apply for the Private Banking Group Manager Professional Services role at Associated Bank.

Position Overview: Under functional guidance, responsible for leading a professional services lending vertical; leading a team of Private Bankers, providing financial expertise to high-net-worth clients and businesses, with a focus on lending to professional service clients. This role involves uncovering new opportunities, winning new business, and partnering with private banking executives across the region to expand and deepen client relationships. The position may not be the direct relationship manager but ensures smooth transfer to the appropriate resource. Collaboration with sales and relationship management teams is essential to develop new relationships and offer comprehensive financial solutions. Responsibilities also include building deposits, loans, fee income, and overall asset growth by acting as a resource hub across Associated Bank.

Key Responsibilities:

• Ensure full compliance with policies, procedures, regulations, and laws, including S.A.F.E. Act requirements.
• Initiate new business opportunities through community involvement, developing new contacts, and maintaining existing client relationships, especially in professional services lending.
• Drive profitable loan and deposit growth via lead generation and client outreach, including travel across the bank's footprint.
• Lead and motivate the team, establish goals, manage performance, and develop team members.
• Manage business development activities aligned with the company's strategic plan for the professional services vertical.
• Refer clients to other bank divisions and cross-sell bank products and services.
• Act as a strategic leader within Private Wealth for the professional services vertical, contributing to business planning and innovation.
• Oversee risk management and credit administration, fostering a culture of compliance and providing counsel on credit portfolio issues.
• Provide financial advice to clients based on market trends and banking conditions.
• Participate in projects requiring leadership, analytical skills, and effective time management.

Minimum Qualifications:

• Bachelor's Degree or equivalent experience in Finance, Accounting, or related field.
• 7+ years in banking, commercial/professional lending, financial planning, or investments, with proven asset growth capabilities.
• Experience with high-net-worth clients and comprehensive banking products.

Preferred Certifications:

• CWS-Certified Wealth Strategist
• CFP-Certified Financial Planner
• CTFA-Certified Trust and Financial Advisor

Benefits and Culture: Includes retirement plans, community volunteering time off, diversity initiatives, competitive salaries, bonuses, personal banking benefits, and more. Committed to creating an inclusive, diverse workforce and supporting all candidates through the hiring process.