Associated Bank

Director, Business Line Strategy and Analytics - Private Wealth

Associated Bank$137K — $236K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business or Finance required; relevant experience considered.
  • 7+ years of experience in Sales, Business Leadership, Strategy Development, or similar role.
  • 3+ years of experience with SQL, SAS, R, or similar data analysis tools.
  • 3+ years of experience in translating analytical insights into business recommendations.
  • 3+ years of experience driving cross-functional projects from inception to implementation.

Responsibilities

  • Monitor and report on comprehensive KPIs for strategic initiatives.
  • Develop the business line 'story' including strategic and financial materials.
  • Create plans for portfolio purchases and business line expansions.
  • Collaborate with Corporate Strategy and Financial Planning on financial outcomes.
  • Research and discuss strategies for market positioning and customer engagement.
  • Lead strategic project teams and external consultants for effective delivery.

Benefits

  • Retirement savings options including 401(k) and Pension plans.
  • Paid time off for community volunteering.
  • Diversity-focused colleague resource group opportunities.
  • Professional development and career advancement opportunities.
  • Well-being programs, parental leave, and an employee stock purchase plan.
  • Personal banking, loan, investment, and insurance benefits.
Full Job Description
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 update
  • Where 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-making

3+ years translating analytical insights into business recommendations and presenting those recommendations to stakeholders

3+ years defining requirements and driving a cross-functional project from concept through implementation

Licenses and Certifications
Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required

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.


$137,760.00 - $236,160.00 per year

About Associated Bank

Associated Bank is a regional bank that provides a wide range of financial products and services to individuals, businesses, and organizations. The bank offers personal and business banking, wealth management, and insurance services, and operates more than 200 locations throughout Wisconsin, Illinois, and Minnesota. Associated Bank was founded in 1861 and has a long history of serving its communities and customers. The bank is committed to providing exceptional customer service and building strong relationships with its customers.
Learn more about Associated Bank
Size
4,900 employees
Industry
Founded
1874

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