Private Banking Group Manager Professional Services

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

Job summary

Join a forward-thinking financial institution dedicated to fostering an inclusive culture and supporting professional growth. This role offers the opportunity to lead a team of Private Bankers, driving business development and providing financial expertise to high-net-worth clients. You will be at the forefront of identifying new opportunities, collaborating with executives, and expanding client relationships. With a focus on compliance and risk management, you will contribute to the strategic direction of the Private Banking division while enjoying a range of benefits that support your career and personal growth. If you're passionate about making a difference in the financial sector, this is the role for you.

Benefits

Retirement plans

Paid volunteer time

Diversity-focused resource groups

Competitive salary

Professional growth opportunities

Bonus programs

Personal banking benefits

Qualifications

• 7+ years of experience in banking or financial planning with proven asset-gathering ability.
• Experience serving high-net-worth clients with comprehensive banking knowledge.

Responsibilities

• Lead a team of Private Bankers to provide financial expertise to high-net-worth clients.
• Generate new business through community engagement and maintain existing client relationships.

Skills

Banking

Financial Planning

Business Development

Client Relationship Management

Risk Management

Education

Bachelor's Degree in Finance

Bachelor's Degree in Accounting

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.

Position Overview

Under functional guidance, responsible for leading a professional services lending vertical; will lead a team of Private Bankers, providing financial expertise on products and services to high-net-worth clients and businesses, with a focus on lending to professional service clients. This leader will identify new opportunities, acquire new business, and collaborate with private banking executives across regions to expand and deepen client relationships, primarily focusing on professional services. The role involves facilitating the transfer of client relationships to the appropriate relationship managers, working closely with sales and relationship management leaders across business lines to develop new relationships and offer comprehensive financial solutions, aiming to grow deposits, loans, fee income, and assets.

This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

Key Responsibilities

1. Operate in full compliance with internal policies, procedures, and applicable regulations, including maintaining S.A.F.E Act registration requirements.
2. Generate new business through community engagement, developing centers of influence, and maintaining existing client relationships, with a focus on professional services lending.
3. Achieve profitable growth in loans and deposits via lead generation and client outreach, including travel across the bank's footprint.
4. Lead and motivate the team to achieve results, manage performance, and foster a client-focused service culture.
5. Oversee the Private Banking business development efforts aligned with the company's strategic plan.
6. Identify and refer business opportunities to other banking divisions, promoting cross-selling of bank products and services.
7. Serve as a strategic thought leader for Private Wealth, contributing to business planning and innovation.
8. Provide risk management oversight and promote a culture of compliance within the team.
9. Offer financial advice to clients regarding industry trends and banking conditions.
10. Participate in special projects requiring leadership, analytical skills, and effective time management.

Required Qualifications

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

Preferred Certifications

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

Additional Benefits

• Retirement plans, paid volunteer time, diversity-focused resource groups, competitive salary, professional growth opportunities, bonus programs, personal banking benefits, and more.

Compliance & Equal Opportunity

Associated Bank is an equal opportunity employer committed to diversity. We support a respectful work environment and do not discriminate based on race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other factors. We comply with all applicable laws and policies, including the Bank Secrecy Act and E-Verify. For accommodations during the application process, contact [e-mail].