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.
Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies. This role offers the opportunity to influence investment direction, mentor talent, and contribute to firm-wide portfolio innovation. You’ll play a key role in driving client outcomes and supporting business growth.Manage and oversee large, complex investment portfolios aligned to client goals, risk tolerance, and long-term strategy.
Build and maintain strong client relationships through clear communication of performance, strategy, and market insights.
Develop and implement investment strategies in collaboration with internal teams and in alignment with CIO guidance.
Lead or contribute to research efforts including security selection, asset allocation, and external manager evaluation.
Ensure portfolios adhere to compliance policies, risk controls, and fiduciary standards.
Partner with market leaders to support sales growth and client retention efforts.
Guide and mentor junior portfolio managers and analysts to strengthen team capabilities.
Education & Experience
Required:
Bachelor’s degree in Finance, Economics, or related field
7-12+ years of relevant investment or portfolio management experience
Proven experience managing complex client relationships and large portfolios
Preferred:
CFA (Chartered Financial Analyst) designation
Experience mentoring investment professionals
Join a collaborative environment where your expertise directly impacts clients, colleagues, and the broader investment strategy. You’ll have opportunities to grow as a leader, contribute to innovative investment solutions, and work alongside experienced professionals. Apply today to make an impact.
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.
$165,550.00 - $283,800.00 per yearSkills Required
- Bachelor's degree in Finance, Economics, or related field
- 7-12+ years of relevant investment or portfolio management experience
- Proven experience managing complex client relationships and large portfolios
- CFA designation
- Experience mentoring investment professionals
Associated Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Associated Bank and has not been reviewed or approved by Associated Bank.
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Retirement Support — The package includes a company‑paid pension alongside a 401(k) match and an employee stock purchase plan with a company match. This combination meaningfully strengthens long‑term wealth building.
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Healthcare Strength — Coverage spans medical, dental, vision, mental‑health resources, and HSA options with a company contribution, plus domestic‑partner eligibility and free 1:1 health coaching. The breadth of offerings is a notable advantage even when other elements of pay feel average.
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Leave & Time Off Breadth — Competitive PTO, a robust paid‑holiday schedule, paid volunteer time, and options such as purchasing additional PTO reflect depth in time‑off programs. These policies are widely viewed as positives.
Associated Bank Insights
What We Do
Associated Banc-Corp (NYSE: ASB) has total assets of $34 billion and is Wisconsin’s largest bank holding company. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 220 banking locations serving more than 120 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.
