Wealth Support Team Lead

Old National Bank; Palos Heights (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Wealth Associate Team Lead, where you'll provide essential support to Wealth Advisors and Trust Officers while leading a dedicated team. This role offers the chance to enhance client relationships, oversee daily operations, and drive process improvements in a dynamic environment. With a commitment to community and client focus, this position is ideal for someone passionate about delivering exceptional service and fostering a collaborative team culture. Embrace the opportunity to grow within an organization that values diversity and inclusion, and make a meaningful impact on clients' financial journeys.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K

Continuing Education Opportunities

Employee Assistance Program

Qualifications

• 5+ years in wealth management or related financial services.
• Prior leadership experience preferred.
• Deep understanding of client service operations.

Responsibilities

• Lead a team of Client Service Specialists and Trust Support Specialists.
• Perform advanced client service duties for high-net-worth clients.
• Train and onboard new team members on systems and procedures.

Skills

Wealth Management

Client Service Operations

Leadership

Problem-Solving

Interpersonal Skills

Organizational Skills

Education

Bachelor's Degree in Finance or Related Field

Tools

CRM Systems

Core Banking Platforms

Wealth Servicing Tools

Job description

Overview

Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

Salary Range

The salary range for this position is $21.50/Hr. - $37.50/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

We are currently seeking a Wealth Associate Team Lead that provides direct support to Wealth Advisors and Trust Officers while overseeing the day-to-day activities of a team of Wealth Associates. This role combines advanced client servicing with team leadership, training, and operational oversight. The Team Lead ensures that all service requests and operational tasks are followed through to completion, maintains high standards of accuracy and risk management, and supports continuous process improvement.

Key Responsibilities

Team Leadership & Oversight

• Lead a team of Client Service Specialists and Trust Support Specialists, providing daily guidance, workload management, and support.
• Monitor team performance, ensuring that all responsibilities are completed accurately and timely.
• Conduct regular check-ins with team members to provide coaching, recognize strong performance, and address challenges.
• Ensure proper delegation of tasks and equitable workload distribution across the team.
• Serve as the escalation point for complex client or advisor service issues.

Client & Advisor Support

• Perform advanced client service duties, including high-level support to Wealth Advisors and Trust Officers.
• Support the delivery of customized solutions for high-net-worth individuals, families, and institutions.
• Maintain a deep understanding of client relationships and coordinate with advisors to proactively address client needs.
• Oversee and ensure follow-through on all requests, from initiation to completion, across all supported business lines.

Training & Development

• Train and onboard new team members on systems, procedures, and client service expectations.
• Serve as the subject matter expert and resource for complex operational processes across trust and wealth management.
• Partner with management to identify training gaps and assist in developing standardized training materials.
• Encourage cross-training and skills development within the team.

Workflow & Process Management

• Monitor queues for new account openings, money movement, servicing requests, and other operational tasks.
• Ensure consistent adherence to internal procedures, compliance requirements, and risk controls.
• Collaborate with leadership and process owners to implement process improvements and streamline workflows.
• Coordinate with risk, compliance, and operations partners as needed to resolve escalated issues or exceptions.

Quality Control & Risk Mitigation

• Review and validate high-risk transactions, documentation, and client servicing requests before submission or processing.
• Identify trends in service quality and operational errors; implement corrective measures and reinforce best practices.
• Support audit preparation and risk reviews by maintaining strong documentation and clean records.

Project & Initiative Support

• Lead or participate in cross-functional projects related to system upgrades, process redesign, and support model transformation.
• Provides insights and feedback to leadership on opportunities to improve the client or advisor experience.
• Act as a liaison between frontline support and wealth leadership, helping translate strategic goals into daily execution.

Qualifications & Skills

• 5+ years of experience in wealth management, trust, private banking, or related financial services support.
• Prior leadership or team lead experience is preferred.
• Deep understanding of client service operations and regulatory requirements in wealth management.
• Proven ability to lead others while maintaining individual responsibilities.
• Excellent interpersonal, communications, and problem-solving skills.
• Strong organizational skills with a high degree of accuracy and follow-through.
• Experience with CRM systems, core banking platforms, and wealth servicing tools is highly preferred.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank.Join our team!