Associated Trust Company, NA
Director of Wealth Planning
Associated Trust Company, NA, Neenah, Wisconsin, United States, 54956
Director of Wealth PlanningApply remote type: On-Site
Location: Neenah, Wisconsin
Time type: Full time
Posted: 3 Days Ago
Job Requisition ID: JR101663
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.
The Director of Wealth Planning develops overall direction, strategy, objectives, and policies to support profitability and growth for the Wealth Planning line of business. The Director 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. This role will effectively collaborate and execute high-level strategic partnerships with all lines of business, focusing on increasing the close rate of new, complex prospects and deepening relationships with existing clients using a fiduciary approach.
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:
Provide 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.
Responsible for the overall achievement of market-based sales results related to the capture of wealth planning assets measured in AUM and revenue targets. Manage wealth planning colleagues directly, establishing performance goals, allocating resources, mentoring, and leading the Wealth Planning team to achieve sales and service goals.
Increase the close rate of new, complex prospects for wealth planning and deepen relationships with existing clients. Initiate external and internal contacts for the development and funding of new business.
Maintain relationships within Private Wealth (PW) and other business lines to perform joint calling activities and share prospect and customer opportunities.
Provide support, direction, and delivery of training to market-based planners that assists PW colleagues in identifying opportunities to leverage goal-based wealth planning.
Responsible for developing and maintaining policies, procedures, and market-based business plans that support goal-based financial planning throughout the Private Wealth (PW) enterprise.
Develop and maintain user guides that ensure and support best practices throughout the goal-based wealth planning process.
Serve as the enterprise-wide subject matter expert regarding goal-based wealth planning. Maintain awareness of the latest legislative rules and regulations.
Attend sales training seminars and product knowledge workshops to stay current in the industry.
Education:
Bachelor's Degree or equivalent combination of education and experience in Business or Finance Required
Experience:
8-10 years Wealth/Financial planning experience. Expert understanding of advanced financial planning concepts. Required
4-6 years experience leading a team focused on financial sales or wealth planning. Required
Licenses and Certifications:
CFP-Certified Financial Planner by start date Required
CPA - Certified Public Accountant by start date Preferred
Life, Accident and Health and Variable Insurance License within 1 year Required
Series 7-Stockbroker Exam by start date Preferred
Other Series 66 by start date Preferred
Benefits:
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, and Minnesota 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.
Compliance Statement:
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.
Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.
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Location: Neenah, Wisconsin
Time type: Full time
Posted: 3 Days Ago
Job Requisition ID: JR101663
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.
The Director of Wealth Planning develops overall direction, strategy, objectives, and policies to support profitability and growth for the Wealth Planning line of business. The Director 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. This role will effectively collaborate and execute high-level strategic partnerships with all lines of business, focusing on increasing the close rate of new, complex prospects and deepening relationships with existing clients using a fiduciary approach.
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:
Provide 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.
Responsible for the overall achievement of market-based sales results related to the capture of wealth planning assets measured in AUM and revenue targets. Manage wealth planning colleagues directly, establishing performance goals, allocating resources, mentoring, and leading the Wealth Planning team to achieve sales and service goals.
Increase the close rate of new, complex prospects for wealth planning and deepen relationships with existing clients. Initiate external and internal contacts for the development and funding of new business.
Maintain relationships within Private Wealth (PW) and other business lines to perform joint calling activities and share prospect and customer opportunities.
Provide support, direction, and delivery of training to market-based planners that assists PW colleagues in identifying opportunities to leverage goal-based wealth planning.
Responsible for developing and maintaining policies, procedures, and market-based business plans that support goal-based financial planning throughout the Private Wealth (PW) enterprise.
Develop and maintain user guides that ensure and support best practices throughout the goal-based wealth planning process.
Serve as the enterprise-wide subject matter expert regarding goal-based wealth planning. Maintain awareness of the latest legislative rules and regulations.
Attend sales training seminars and product knowledge workshops to stay current in the industry.
Education:
Bachelor's Degree or equivalent combination of education and experience in Business or Finance Required
Experience:
8-10 years Wealth/Financial planning experience. Expert understanding of advanced financial planning concepts. Required
4-6 years experience leading a team focused on financial sales or wealth planning. Required
Licenses and Certifications:
CFP-Certified Financial Planner by start date Required
CPA - Certified Public Accountant by start date Preferred
Life, Accident and Health and Variable Insurance License within 1 year Required
Series 7-Stockbroker Exam by start date Preferred
Other Series 66 by start date Preferred
Benefits:
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, and Minnesota 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.
Compliance Statement:
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.
Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.
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