Director, Business Line Strategy and Analytics - Private Wealth

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.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

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. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri 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. Join our community on Facebook, LinkedIn and X. 

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. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [email protected] if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$137,760.00 - $236,160.00 per year