Private Banking Team Leader

Private Banking Team Leader

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 conducts a thorough background check on all new hires.

As a Private Banking Team Leader, you will lead a team of Private Banking professionals serving high net worth clients. You will drive relationship growth, deliver comprehensive financial solutions, and partner across the bank to deepen client engagement and expand assets under management. This is a highly visible leadership role focused on balancing client relationship strategy, team performance, and business growth.

• Lead & Develop a High-Performing Team
• Coach and develop Private Bankers and support staff to deliver an exceptional client experience
• Provide ongoing feedback, training, and performance guidance
• Align team execution with business priorities and growth goals

• Drive Client Growth & Retention
• Expand relationships with high net worth clients through tailored financial solutions
• Partner across business lines (wealth, lending, trust, investments) to deliver integrated strategies
• Support retention and growth of client assets, deposits, and fee income

• Business Development & Strategy
• Build and maintain a strong network of Centers of Influence (COIs)
• Identify new business opportunities and lead targeted growth strategies
• Collaborate with senior leaders to align market strategies with enterprise goals

• Deliver Integrated Financial Solutions
• Act as a connector across the bank—bringing the right expertise to each client relationship
• Identify client needs proactively and connect them with appropriate specialists
• Ensure seamless handoffs and coordinated service delivery

• Risk & Compliance
• Ensure all activities align with internal policies and regulatory requirements
• Maintain adherence to applicable laws including Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and SAFE Act requirements

• Community Presence
• Represent the bank in the community to strengthen brand reputation
• Build referral pipelines through active community and professional engagement

Education

• Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent experience)

Experience

• 7+ years of financial services sales and relationship management
• 3+ years of commercial lending experience
• Experience working with high net worth clients and complex financial solutions
• Background in trust, investments, or wealth management preferred

Skills & Capabilities

• Strong leadership and team development skills
• Proven ability to build and grow client relationships
• Deep knowledge of banking, lending, and wealth solutions
• Strategic thinker with the ability to execute across multiple business lines
• Strong collaboration and influencing skills

Certifications (Preferred)

• Certified Financial Planner (CFP)
• Certified Wealth Strategist (CWS)

• Ability to travel locally and maintain reliable transportation, as needed
• Certain roles may require a credit check in compliance with federal regulations
• Must meet registration requirements under the SAFE Act, if applicable

Why Join Us

• Lead a high-impact team serving sophisticated clients
• Work in a collaborative environment with access to enterprise-wide resources
• Opportunity to shape client strategy and drive measurable growth

We 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.

Associated 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.

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