Strategic Sales Support Director – Private Wealth
| Company | Associated Bank |
|---|---|
| Location | Milwaukee, WI, USA, Green Bay, WI, USA |
| Salary | $118650 – $203400 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree in Business, Finance, Marketing, Project Management, or related field (or equivalent experience)
- 8+ years in wealth management, private banking, or related financial services role
- Proven experience in sales strategy execution and project management
- Proven experience in designing and implementing client journey initiatives
- Proven experience in navigating matrixed organizations and aligning stakeholders
- Advanced proficiency in Microsoft Office Suite, Salesforce, and project management tools
Responsibilities
- Drive high-priority sales and growth programs aligned to Private Banking and broader Private Wealth strategies, with a focus on delivering measurable impact
- Partner closely with the Director of Private Banking to support daily operations, long-term planning, capital projects, and administrative leadership
- Design and support sales campaigns, segmentation models, book tiering, capacity planning, and client engagement tactics that improve acquisition and deepen relationships
- Work with Finance and Analytics teams to build reports, dashboards, and forecasts that guide business decisions, improve efficiency, and enhance profitability
- Lead cross-functional projects with Private Wealth leaders, strategic partners, and product teams. Navigate ambiguity, adjust to shifting priorities, and ensure deliverables are met with precision
- Prepare leadership meeting materials, and help align teams around our One Private Wealth strategy
- Identify process improvements, technology enhancements, and client journey redesign opportunities that elevate the client and banker experience
Preferred Qualifications
- Deep understanding of Private Banking platforms for investments, credit, and deposits
- Familiarity with client experience design, omni-channel delivery models, and campaign execution tools (e.g., Seismic, Power BI, Salesforce)
- Experience in a leadership or support role within a Private Wealth or Affluent Banking environment
- Understanding of heightened standards risk management protocols for Private Banking, Power BI, Seismic marketing campaign execution, agility studios, client experience journeys, and multiple channel distribution planning