Director, Business Line Strategy and Analytics - Private Wealth

Associated Bank is a financial institution serving communities across Wisconsin, Illinois, Minnesota, and Missouri. The Director, Business Line Strategy and Analytics will lead the development and execution of Private Wealth business-line strategy, monitor key performance indicators, support financial reporting and analysis, and guide strategic initiatives, projects, and external consultant engagements.

Responsibilities:

• 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

Requirements:

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