Job Information
ASSOCIATED BANK NA Director of Wealth Planning in NEENAH, Wisconsin
JOB REQUIREMENTS: 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. Develops overall direction, strategy, objectives, and policies to support profitability and growth for the Wealth Planning line of business. The Director of Wealth Planning is responsible for leading the Wealth Planning Business Development team that supports our client advisers by integrating goal-based wealth planning into our sales and service delivery. Will effectively collaborate and execute high-level strategic partnerships with all lines of business. The focus is to increase the close rate of new, complex prospects along with deepening relationships with existing clients using a fiduciary approach. Recognize and apply complex planning concepts including insurance solutions, wealth transfer planning, gift tax planning, business continuation strategies, succession planning, and executive compensation. Success will be based on planning colleagues\' development and the overall achievement of market based sales results related to the capture of financial planning assets. Job Accountabilities Provides leadership, direction, and management in the development, communications, and execution of strategic Wealth Planning initiatives. Analyze and propose new products, sales approaches, and procedures to reach strategic initiatives and build overall asset growth for the Personal Trust line of business. Acting in a business development manager capacity, responsible for the overall achievement of market-based sales results related to the capture of wealth planning assets measured in AUM and revenue targets. Manages wealth planning colleagues directly, establishing performance goals, allocating resources, mentoring and leading the Wealth Planning team to achieve sales and service goals. Display leadership competencies by generating a vision, establishing direction, and motivating the business line to achieve departmental and organizational goals. Increase the close rate of new, complex prospects for wealth planning along with deepening relationships with existing clients. Initiate external and internal contacts for the development and funding of new business. Maintain relationships within Private Wealth (PW) and... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/ADC2B931FB7A4BB3