Private Banking Group Manager

Associated Bank

Private Banking Group Manager leading a team of Private Bankers for high net worth clients. Driving asset growth and delivering comprehensive financial solutions by collaborating across various banking lines.

Posted 5/21/2026full-timeMilwaukee • Wisconsin • 🇺🇸 United StatesSeniorLead💰 $159,110 - $272,760 per yearWebsite

About the role

Key responsibilities & impact

Lead a team of Private Bankers to deliver exceptional client experiences, drive results, and close new business opportunities.
Drive asset growth, deposits, and fee income through personal relationships, referrals, and cross-business collaboration.
Partner with Consumer Banking, Wealth Management, Mortgage Banking, and other lines to deliver holistic financial solutions.
Provide strategic leadership within Wealth Management, contributing to business planning and new product or growth ideas.
Oversee risk management, credit administration, and compliance while fostering a strong culture of accountability.
Develop centers of influence and community relationships to expand the firm’s presence and referral network.
Advise clients and prospects on financial strategies, market trends, and banking solutions using approved resources.

Requirements

What you’ll need

Required Bachelor’s degree in Business, Finance, Accounting, or equivalent experience
8+ years of experience in banking, commercial lending, financial planning, or investments
8+ years serving high net worth clients with broad knowledge of banking products
2+ years of commercial lending experience
Ability to meet credit check, SAFE Act, and regulatory registration requirements
Access to reliable transportation and ability to legally drive, if applicable
Preferred 8+ years with formal credit training, risk management, or project leadership
CFP®, CTFA®, or equivalent professional certification
CWS® (Certified Wealth Strategist)

Benefits

Comp & perks

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.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

bankingcommercial lendingfinancial planninginvestmentscredit administrationrisk managementfinancial strategiesmarket trendsbanking products

Soft Skills

leadershipclient relationship managementcollaborationaccountabilitystrategic planning

Certifications

CFP®CTFA®CWS®