Director, Business Line Strategy and Analytics - Private Wealth
$137.76k - $236.16kAssociated Banc-Corp
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.Align the development and execution of a Business Line strategy within the overall company strategy; monitor the creation and delivery of related strategic initiatives with Business Line leaders; create efficient business processes through collaboration and input from other Lines of Business. Prepare and identify meaningful reporting on comprehensive KPIs on customer acquisition, retention, channel migration, adoption, profitability, customer engagement, etc. Work directly with Corporate Finance and Financial Planning & Analysis on corporate initiatives and Business Line financial reporting and analysis. Serve as primary liaison to external consultants and benchmarking firms on selected engagements.What you'll do: Monitor, measure and report on comprehensive KPIs that provide targets for teams to work towards, allow leaders to gauge progress on initiatives, and provide insights that help make better decisions.Develop the business line "story” including the creation of materials and information that outline strategic business and financial updateWhere appropriate, responsible for the development of a comprehensive plan to prepare for portfolio purchases, business line expansions/additions, and any future acquisitions.Work closely with Corporate Strategy and Financial Planning and Analysis teams to focus on financial outcomes through strategies deployed to drive and refine the strategy.Conduct research and utilize information found to lead development and creative discussions on potential strategies to further the bank's position in the market, customer engagement and financial benefits.Participate and direct the strategic work of project teams and external consultants, provide consistent communication, assess ability to deliver, and collaborate with respective business leaders as needed.What you'll bring: Education: Bachelor's Degree or equivalent combination of education and experience Business or Finance Required.Experience: 7+ years in progressive experience in Sales, Business Leadership, Business Consultation/Development, Strategy Development, or similar role supporting strategy creation and/or business analysis with Sr Leadership.3+ years using SQL, SAS, R, or similar tools to extract, analyze, and summarize data for business decision-making3+ years translating analytical insights into business recommendations and presenting those recommendations to stakeholders3+ years defining requirements and driving a cross-functional project from concept through implementationLicenses and CertificationsMust have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date RequiredWe welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact View email address on click.appcast.io if you need an accommodation at any time during the process.Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.$137,760.00 - $236,160.00 per yearSummaryLocation: Milwaukee 815 Water; Green Bay 200 Adams; Chicago 525 Monroe; Minneapolis 80 S 8th St 43rd FloorType: Full time
$250k - $350k
...individuals, families, and businesses. We help our clients... ..., retirement, and private wealth management products and... ...ROLE: The Actuarial Analytics & Risk Solutions Leader for Commercial Lines for North America is responsible... ...appropriate Analytics strategy/offering aligned those...PrivateLocal area$60k - $90k
...you skilled at developing wealth management strategies? Does financial data excite... ...conversations, providing analytic information and aiming to... ...relationship building and business development activities.... ...of a highly collaborative Private Wealth Management Team, based...PrivateFull timeFlexible hours- A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth management, offering clients bespoke financial advice. Responsibilities include establishing client relationships, providing...Private
- JPMorganChase is looking for a Private Banker to advise clients in managing their wealth. This role involves maintaining client relationships, generating new business, and offering holistic financial advice. Candidates should have at least six years of experience in financial...Private
$84.2k - $125k
...Account Executive, Commercial Lines role at Risk Strategies Company The primary role... ...on an assigned book of business, as well as guiding the Service... ...is the 9th largest privately held U.S. brokerage firm offering... ...services and financial & wealth solutions. With more than...PrivateHourly pay- Wealth ManagementAcross Wealth Management, Goldman... ...led wealth management businesses provide financial planning... ..., data and design.Private Wealth Management (PWM... ...and deliver customized strategies drawn from our deep investment... ...(BDP) will provide analytical, investment, and...PrivateApprenticeship
- ...Vice President Of Business Management Step into a... ...transformation to align strategies and deliver results.... ...use your leadership, analytical, and communication skills... ...J.P. Morgan Asset & Wealth Management delivers industry... ...management and private banking solutions. Asset...PrivateWork at office
$106.4k - $221.38k
...priority. With a wealth of learning and career... ...to join our KPMG Strategy practice.... ...improvement engagements for private equity clients and... ...directly to business improvement for both... ...Partner, Managing Director, Director or Manager... ...well-developed analytical and problem-solving...PrivateFull timeH1bLocal area$68k - $73k
...Bernstein Private Wealth Management Associate Bernstein Private Wealth... ...positioning, portfolio analytics, and wealth and legacy planning... ...Financial Advisors to build their business and provide service and... ..., and financial management strategies A focus on client service...PrivateFlexible hours$215k
Private Wealth Associate (2 - 5 Yrs Exp) $215000 - $440000 per year |... ...collaborative approach to help businesses navigate complex challenges... ...practical, innovative strategies that drive results while maintaining... ...Strong drafting, analytical, and organizational skills...PrivatePermanent employmentPrivate practiceLocal area$155.6k - $306.8k
Position Summary Private Equity M&A Strategy & Diligence Manager Our Deloitte... ..., restructuring, business design and transformation,... ...opportunities to leverage analytical capabilities in client deliveryEffectively... ...clients include asset, wealth, and investment advisers...PrivateOdd jobWork experience placementLocal area- ...Position Title: Strategy & Operations Associate... ...Reporting To: Managing Director, Strategy & Operations... ...Partners (“TDP”) is a private equity investment firm... ...collaborative partnerships with business owners and management... ...expertise, analytical acumen, and the ability...PrivateFull time
$180k - $254.8k
...flexibility for our teammates and businesses based on role‑specific... ..., personal philanthropy, and wealth transfer/tax minimization. Key... ...information, and developing planning strategies. Job expectations include... ...and contributions of their line of business and/or group; and...PrivateWork experience placementWork at officeWork from homeShift workDay shift- ...opportunity PatientIQ is hiring a Strategy & Operations Associate to help... ..., and execute across the business. This role is ideal for a highly analytical operator who thrives in ambiguity... ...consulting, investment banking, private equity, corporate strategy, or business...PrivateFull timeWork at officeFlexible hours
$80k - $115k
...Finance is seeking a driven Strategy & Operations Associate to join... ...shaping the direction of the business. We're looking for someone... ...brings strategic thinking, analytical horsepower, and a passion for... ...consulting, investment banking, private equity, strategy, or at a...PrivateFull time- William Blair seeks a Manager, PWM Fixed Income to lead investment strategies for high-net-worth and institutional clients within Private Wealth Management. You will guide portfolio construction, analyze macro factors, and communicate complex concepts to clients and internal...Private
- ...Third Bank, National Association is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients and prospects, partnering with Wealth Management Advisors and the Private Bank team to lead discovery, develop integrated...PrivateBank staff
$105k - $200k
...responsibilities and business needs.At Bank of... ...credit solutions to Private Bank clients. The credit... ...relationships with wealth clients. The CMII sets the strategy and tactics for... ...communications• Analytical thinkingShift:1st shift... ...of their line of business and/or...Full timeWork at officeFlexible hoursDay shift$231k - $331k
Senior Director - Business Performance Improvement - System Transformation Strategy practice. This role is responsible for shaping and... ...advises C‑suite stakeholders and private equity sponsors on digital... ...Collaborate across Riveron service lines to develop integrated go‑to‑...PrivateFull timeContract workWork at office- ...Executive Vice President, Digital Strategy, Technology & Analytics About the Company One of the largest... ...and Communications Type Privately Held About the Role The Company... ...successful candidate will be a senior business and people leader with a proven...
$164.7k - $266k
...the process of doing business and simplify people’s... ...you'll doAs a Sr. GTM Strategy & Programs Manager you... ...reporting to the Sr. Director, GTM Strategy & Programs... ...automation and advanced analytics to accelerate our GTM... ...management consulting, private equity or other fast-...PrivatePermanent employmentFull timeContract workWork at officeLocal areaRemote work2 days per week- ...authentic self. Role Overview As a Private Wealth Advisor, you will work directly with... ...relationships. Develop and execute a business development strategy that drives results and achieves sales... ...clients’ investment portfolios in line with portfolio allocation and risk‑management...PrivateLocal areaFlexible hours
$100k - $125k
...individuals, families, and businesses. We help our clients... ..., retirement, and private wealth management products and... ...reporting and talent analytics to inform stakeholder... ...enterprise talent and learning strategy.* Maintain current... ...position’s business line, scope and level. HUB...PrivateContract workWork at officeLocal area3 days per week- Capital Group in Chicago is seeking a Private Client Relationship Manager to oversee the... ...mentor CSA staff, drive growth with Private Wealth Advisors, and coordinate with Marketing... ..., and deliver tailored wealth strategies within an evolving financial services environment...PrivateFlexible hours
$85k - $240k
YOUR IMPACT The Business Unit Manager, as a member of the Regional... ...development and business strategy. The Business Unit Manager will also work closely with Private Wealth’s Senior Management Team, along... ...thinker with strong analytical skills Highly organized and...PrivateFull timeTemporary workPart timeWork at officeLocal area- ...infrastructure platform for businesses. Millions of companies—from the... .... Within the Sales Strategy and Operations team, the Global... ...process optimization and business analytics. You will also partner with key... ...banking, management consulting, private equity, venture capital, or...Private
- Capital Group is seeking a Private Wealth Advisor to work with high‑net‑worth individuals and complex families, devising comprehensive wealth plans and investment strategies that protect and grow wealth across generations. You will collaborate with specialists in trust...Private
- ...lead tailored tax advice and compliance solutions for private clients. The ideal candidate will have over 5 years in... ...professionals, manage complex client relationships, and support wealth transfer and planning strategies. A hybrid work model is offered, with a focus on...Private
$176.32k
...number one priority. With a wealth of learning and career... ...KPMG is currently seeking a Director to join our KPMG Strategy practice. Responsibilities... ...deliverables across M&A, private equity and various industry... ...development and other new business development activities by...PrivateH1bLocal area- ...leading financial institution in Chicago seeks an experienced Client Manager to drive business growth and manage client relationships. The successful candidate will have over 12 years in private banking, exceptional interpersonal skills, and the ability to influence decision...Private
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