Teams at Associated Bank

Develops customized wealth planning strategies for high-net-worth individuals, business owners, and executives. Partners with wealth advisors and bankers to generate business, presents recommendations, coordinates solutions with professional advisors, identifies cross-sell opportunities, provides expertise on complex financial, tax, estate, insurance, and succession planning, and delivers educational presentations while managing client and prospect relationships.

Owns AI-enabled products from discovery through governed release, adoption, and continuous improvement. Translates banking business problems into product requirements, user stories, backlogs, delivery plans, controls, and measurable outcomes. Configures AI agents, retrieval patterns, workflow automations, data flows, and integrations while coordinating business, technology, data, risk, compliance, and operations partners. Monitors product usage, quality, business impact, adoption, and governance measures in a regulated environment.

Owns the strategy, roadmap, delivery, governance, adoption, and measurable business outcomes for AI-enabled products across Corporate and Commercial Banking. The role partners with bankers, business leaders, technology, data, risk, compliance, and operations teams to prioritize opportunities, deliver governed AI capabilities, manage portfolio execution, drive adoption, and oversee integrations, automations, data flows, retrieval systems, and AI agents. The position also coaches product and delivery teams and ensures responsible AI, privacy, controls, and regulatory requirements are embedded throughout delivery.