Data Analytics Consultant - Private Wealth

Associated Bank • Milwaukee, WI

13d

About The Position

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. Role Summary As a Data Analytics Consultant, you’ll sit at the intersection of data and strategy to help shape how we acquire, deepen, and retain our most affluent clients. You’ll turn insights into clear business actions that guide senior leaders and influence portfolio growth. This role offers the opportunity to build new capabilities, drive meaningful decisions, and elevate the Private Wealth experience.

Requirements

• Master’s degree with 2+ years of experience, or Bachelor’s degree with 4+ years of experience in business analytics, portfolio insights, or decision support.
• Proven experience with forecasting, segmentation, and profitability analysis.
• Strong skills in SQL, Power BI or Tableau, and Excel.
• Experience working in cloud data environments such as AWS, Hadoop, or Snowflake.
• Strong communication and storytelling skills to translate complex data into clear business recommendations.
• Excellent organizational and project management skills.
• Curiosity, accountability, and a builder mindset.

Nice To Haves

• Experience in financial services, FinTech, or customer analytics, ideally within banking or wealth management.
• Familiarity with CRM and marketing platforms such as Salesforce or Adobe.

Responsibilities

• Analyze Private Wealth product and portfolio performance across deposits, lending, investments, and trust to uncover growth and retention opportunities.
• Deliver clear customer insights, including behavior, profitability, and lifetime value, to inform acquisition and deepening strategies.
• Identify high-value Retail clients ready for Private Wealth and support targeted campaigns with next-best-action recommendations.
• Forecast client and portfolio outcomes by partnering with Product, Finance, Marketing, and Analytics teams to model scenarios and quantify business impact.
• Benchmark performance using internal and external data to understand competitive trends and guide strategic planning.
• Integrate data from trust, retail, CRM, and digital systems to create unified views that elevate data quality and decision-making.
• Build intuitive dashboards and tools that enable business partners to access insights quickly and act with confidence.

Benefits

• You’ll join a team that supports your growth, values your ideas, and empowers you to build new capabilities that shape the future of our Private Wealth business.
• You’ll collaborate with leaders who trust you to drive meaningful insights and help us deliver on our “One Bank” vision.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees