Private Wealth Advisory Dir

Private Wealth Advisory Dir

Job Locations US-MN-St Louis Park | US-IL-Chicago | US-TN-Nashville | US-IN-Indianapolis | US-IN-Evansville Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2025-18992 Workplace Type On Site

Overview

Old 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.

Responsibilities

The Manager, Private Wealth Advisory Director, leads a team of advisors dedicated to serving affluent and high-net-worth (HNW) clients. This people-leader is responsible for driving the delivery of holistic financial solutions, ensuring exceptional client experience, and overseeing the growth and development of both clients and advisory staff. The role combines strategic leadership, business development, and hands-on coaching to elevate the firm's private wealth management offering.

Salary Range

The salary range for this position is $127,900/yr. - $258,600/yr.. 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 Accountabilities
Business Development & Growth
* Develop and execute strategies to attract, retain, and grow relationships with affluent and HNW clients.
* Develop and support Advisor for how they build and nurture referral networks with attorneys, accountants, and other professional partners.
* Promote the firm's market presence through thought leadership, events, and publications.
* Collaborate with recruiting partners to attract and onboard top talent.
* Prepare teams for succession planning and evolving client complexities.

Client Relationship Strategy
* Uphold high standards for client relationship management across the team.
* Ensure delivery of exceptional service to affluent and HNW clients.
* Uphold high client service standards aligned with tiered CRM guidelines.
* Drive planning-based client reviews to anticipate evolving needs.
* Increase adoption of WealthView plans and guide migration of non-PWA clients to appropriate segments.
* Support skill development in areas such as retirement and estate planning, investment management, tax strategies, and philanthropy.
* Conducts regular client reviews and proactively addresses evolving client needs.

Team Leadership & Development
* Recruit, develop, and retain a high-performing advisory team.
* Fostering a culture of excellence and collaboration.
* Oversee onboarding, training, and ongoing professional development to ensure advisors deliver best-in-class service.
* Conduct regular performance reviews and provide actionable feedback to support career growth and skill enhancement.
* Champion the adoption of innovative tools, processes, and industry best practices, including Salesforce and WealthView.

Practice Management & Cross-Functional Collaboration
* Implement practice management programs focused on segmentation, migration, and service standards.
* Partner with leaders across banking, trust, and investment disciplines to deliver integrated solutions.
* Provide strategic insights to senior leadership on market trends, client needs, and opportunities for innovation.

Key Competencies for Position
Develops Talent - Strengthen your abilities for today and beyond. You own your own development and your career. Actively assesses self-feedback to enhance knowledge, skills and behaviors. Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles.
Strategy in Action - Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal.
Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain

Makes Decisions & Solves Problems - Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.

Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.

Leads Inclusively - Seeks awareness of various cultures, backgrounds and perspectives while exploring your own natural biases. Seeks awareness of various cultures, backgrounds and perspectives while exploring your own natural biases. Seeks divers information with curiosity and humility to learn more about people from other cultures and backgrounds including impacts on norms, behaviors and expectations (e.g. social norms, decision-making approaches, and preferences). Advocates for diverse perspectives. Continually examines own biases and behaviors to avoid stereotypical responses.

Personifies ONB Culture - Demonstrates pride in ONB. Consistently demonstrates Old National's culture and values in daily interactions. Places the organization's goals before individual or team goals. Demonstrates the desire to be part of something beyond themselves by investing time, heart, and expertise to help clients and communities thrive.

Qualifications and Education Requirements
* Bachelor's degree in Finance, Economics, Business, or related field; advanced credentials (MBA, JD, CFA, CFP) preferred.
* Series 6 or 7 licenses, and State Life and Health Insurance Licenses, Highly preferred but not required.
* 7-10+ years of experience in private wealth management, with proven leadership and people management experience.
* Ability to lead people across multiple geographies and drive results in-person and virtually.
* Demonstrated success in managing complex client relationships and leading high-performing teams.
* Deep knowledge of financial markets, estate planning, tax optimization, and investment vehicles.
* Excellent communication, coaching, and interpersonal skills.
* Willingness to travel as needed, up to 50% of time.
* Deep actionable knowledge of market(s) and competitive landscape
* Develop growth focused business plan for individuals and/or wealth advisors teams with expectations for ongoing tracking and coaching to support wealth advisor and achieve goals
* Comprehensive knowledge of Advanced Sales and estate planning concepts
* Ability to manage and participate in wealth advisor meetings

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!