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Private Banking Group Manager
| Company | Associated Bank |
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| Location | Milwaukee, WI, USA |
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| Salary | $148120 – $253920 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Bachelor’s degree in Business, Finance, Accounting, or related field—or equivalent experience
- 7+ years in private banking, commercial lending, or wealth management, with a proven ability to grow assets in a relationship-driven environment
- Deep knowledge of high-net-worth client needs, financial planning, and investment strategies
- 2+ years of commercial lending experience
- Certified Wealth Strategist (CWS) – Required
- Must meet S.A.F.E. Act registration and compliance requirements
Responsibilities
- Coach and develop Private Bankers to deepen client relationships, drive business growth, and deliver premier client experiences
- Collaborate with partners in Consumer Banking, Commercial Lending, Mortgage, and Wealth Advisory to offer integrated solutions that meet client needs
- Serve as a senior voice in the Wealth Management leadership team, contributing to business planning, product development, and innovation
- Own a book of business as well as be the strategic connector, ensuring clients are matched with the right expertise at the right time
- Provide daily leadership on risk management, compliance, and credit administration across the team’s portfolio
- Cultivate new relationships through Centers of Influence and community engagement, reinforcing the bank’s reputation in the high-net-worth market
Preferred Qualifications
- Formal credit training and risk management background (preferred)
- Certified Financial Planner (CFP) – Preferred
- Certified Trust and Financial Advisor (CTFA) – Preferred
