Senior Portfolio Manager: HNW Strategy & Leadership

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

Benefits offered by this job

Retirement savings (401k and Pension)

Paid time off to volunteer

Employee stock purchase plan

Competitive salaries with development

Job summary

Associated Bank seeks an Investment Portfolio Manager to develop and manage customized strategies for high-net-worth clients, families, foundations, and endowments. You will partner with clients to align objectives with risk tolerance while shaping the investment platform and processes.

The role offers visibility, mentorship, and opportunities to influence portfolio strategy and drive client success across the organization, with travel as needed.

Qualifications

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

Responsibilities

• Develop and manage customized investment strategies for high-net-worth clients.
• Partner with clients to reach financial goals while enhancing the investment platform and processes.
• Mentor junior portfolio managers and influence investment processes.
• Communicate portfolio performance, market insights, and recommendations to clients and stakeholders.
• Analyze market trends, economic conditions, and asset allocation opportunities to support investment decisions.
• Contribute to investment research, including securities and funds.
• Lead initiatives to enhance investment processes, products, and risk management.

Skills

Client relationship management

Portfolio management

Investment strategy

Mentoring

Travel readiness

Education

Bachelor's degree in Finance, Economics, or related field

CFA designation (preferred)

Job description

Associated Bank seeks an Investment Portfolio Manager to develop and manage customized strategies for high-net-worth clients, families, foundations, and endowments. You will partner with clients to align objectives with risk tolerance while shaping the investment platform and processes.

The role offers visibility, mentorship, and opportunities to influence portfolio strategy and drive client success across the organization, with travel as needed.