Director, Business Line Strategy and Analytics - Private Wealth

Associated Banc-Corp
United States
Full timeUSD 137,760 - 236,160 annuallyFunction: Data Analytics & Business IntelligenceExperience: 7+ yearsEducation: bachelorsSkills: ["Stakeholder communication","Cross-functional collaboration","Data-driven decision-making","Research","Strategic planning"]

Align and execute the Private Wealth business line strategy within the company’s overall strategy. Monitor KPI performance across acquisition, retention, channel migration, adoption, profitability, and engagement, and translate insights into actionable recommendations for leaders. Partner with Corporate Finance and FP&A on business line financial reporting and analysis, develop the business-line “story” materials, and lead strategic project teams and external consultants to drive portfolio and expansion planning.

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FursaFursa
Associated Banc-Corp
Associated Banc-Corp
6 days ago

Director, Business Line Strategy and Analytics - Private Wealth

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Last checked: 1 day agoStatus: Live

Job Summary

Align and execute the Private Wealth business line strategy within the company’s overall strategy. Monitor KPI performance across acquisition, retention, channel migration, adoption, profitability, and engagement, and translate insights into actionable recommendations for leaders. Partner with Corporate Finance and FP&A on business line financial reporting and analysis, develop the business-line “story” materials, and lead strategic project teams and external consultants to drive portfolio and expansion planning.
Location: United States
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Director level

Key Responsibilities

  • •Align development and execution of the business line strategy with overall company strategy and monitor creation/delivery of strategic initiatives.
  • •Prepare and identify reporting on comprehensive KPIs across customer acquisition, retention, channel migration, adoption, profitability, and engagement.
  • •Develop business line “story” materials outlining strategic business and financial updates.
  • •Partner 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.

Pay and Benefits

Salary: USD 137,760 - 236,160 annually
Equity and Bonus:Equity
Perks:401kPensionPaid LeaveParental LeaveEquity

Key Requirements

  • •Bachelor’s Degree (or equivalent combination of education and experience) in Business or Finance.
  • •7+ years of progressive experience supporting strategy creation and/or business analysis with senior leadership, including sales and business leadership/consultation/development.
  • •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 them to stakeholders.
  • •3+ years defining requirements and driving cross-functional projects from concept through implementation.
Experience:7+ years
Education:Bachelor's in Business or Finance
Skills:Stakeholder communicationCross-functional collaborationData-driven decision-makingResearchStrategic planning
Tech Stack:SQLSASR

Company Brief

Associated Banc-Corp
Associated Banc-Corp is a bank holding company providing retail, commercial, and wealth management services across the Midwest. It offers checking, lending, treasury, mortgage, and investment solutions for consumers, businesses, and institutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Green Bay, United States
Founded: 1964
WebsiteLinkedIn