Inv Strat Tm Program Director

OverviewOld National Bank has been serving clients and communities since 1834. With over $70 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.ResponsibilitiesThe Private Wealth IST & Wealth Advisor Development Program Director is responsible for overseeing a team of advisors in the Private Wealth Management organization of Old National Bank.This role leads several strategic teams, including the Investment Strategy Team (a centralized call center supporting clients outside of branch-based Private Wealth Advisors), the Junior Advisor program, and Insurance Consultants aligned to Community Banking. Additionally, the role is accountable for Direct-to-Consumer wealth initiatives.The Program Manager combines strong leadership, relationship management, and problem-solving capabilities to enhance advisor experience, support client outcomes, and drive strategic business initiatives across the Private Wealth organization.Salary RangeThe salary range for this position is $127,900/yr - $258,600/yr plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.Key AccountabilitiesInvestment Strategy Team Leadership (Call Center Model)Lead and develop a 6–10 person centralized Investment Strategy team supporting clients outside of branch-based advisor relationshipsOversee inbound/outbound client engagement, portfolio guidance, and service delivery standardsEnsure consistent investment messaging and alignment with firm strategy and product offeringsMonitor performance metrics, productivity, and client satisfaction outcomesPartner with product and research teams to deliver timely investment insightsAdvisor Development & Team LeadershipLead the Junior Advisor program, including onboarding, training, coaching, and career development pathwaysEstablish structured development programs to build future Private Wealth AdvisorsProvide ongoing mentorship and performance management for emerging advisor talentSupport recruiting efforts and integration of new advisor talent into the platformInsurance Consultant Oversight (Community Banking)Lead Insurance Consultants aligned to Community Banking marketsDrive integration of insurance solutions into broader client financial planning strategiesPartner with retail and commercial leadership to expand insurance penetrationEnsure alignment with compliance standards and product suitability requirementsDirect-to-Consumer Wealth StrategyOversee Direct-to-Consumer (DTC) wealth initiatives and client engagement strategiesPartner with digital, marketing, and product teams to enhance client acquisition and onboardingEnsure a seamless client journey across digital and advisor-supported channelsIdentify opportunities to expand and scale DTC capabilitiesKey Competencies for the PositionStrategic Leadership & Vision Talent Development & Coaching Operational Excellence Relationship Management Problem Solving & Decision Making Communication & Executive Presence Adaptability & Change Leadership Client-Centric MindsetQualifications and Education RequirementsBachelor’s degree in Finance, Business, or related field required 7–12+ years of experience in wealth management, advisory platforms, or financial services Experience leading diverse teams and multiple client delivery channels preferred Strong understanding of investment products, advisor compensation, and operational workflows Experience with LPL Financial or similar broker-dealer platform preferred Demonstrated ability to lead strategic initiatives and scale programs Strong communication and stakeholder management skills Knowledge of regulatory and compliance considerations Willingness to travel as neededOld 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!Job SummaryCategory/Function: Trust/Wealth ManagementPosition Type: Regular Full-TimeRequisition ID: 2026-20030Workplace Type: On Site