Private Wealth Advisory Dir

Old National Bank•St Louis Park, MN

About The Position

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. The Manager, Private Wealth Advisory Director, leads a team of advisors dedicated to serving affluent and high-net-worth (HNW) clients. This people-leader is responsible for driving the delivery of holistic financial solutions, ensuring exceptional client experience, and overseeing the growth and development of both clients and advisory staff. The role combines strategic leadership, business development, and hands-on coaching to elevate the firm’s private wealth management offering.

Requirements

Bachelor’s degree in Finance, Economics, Business, or related field; advanced credentials (MBA, JD, CFA, CFP®) preferred.
Series 6 or 7 licenses, and State Life and Health Insurance Licenses, Highly preferred but not required.
7–10+ years of experience in private wealth management, with proven leadership and people management experience.
Ability to lead people across multiple geographies and drive results in-person and virtually.
Demonstrated success in managing complex client relationships and leading high-performing teams.
Deep knowledge of financial markets, estate planning, tax optimization, and investment vehicles.
Excellent communication, coaching, and interpersonal skills.
Willingness to travel as needed, up to 50% of time.
Deep actionable knowledge of market(s) and competitive landscape
Develop growth focused business plan for individuals and/or wealth advisors teams with expectations for ongoing tracking and coaching to support wealth advisor and achieve goals
Comprehensive knowledge of Advanced Sales and estate planning concepts
Ability to manage and participate in wealth advisor meetings

Responsibilities

Business Development & Growth
Develop and execute strategies to attract, retain, and grow relationships with affluent and HNW clients.
Develop and support Advisor for how they build and nurture referral networks with attorneys, accountants, and other professional partners.
Promote the firm’s market presence through thought leadership, events, and publications.
Collaborate with recruiting partners to attract and onboard top talent.
Prepare teams for succession planning and evolving client complexities.
Client Relationship Strategy
Uphold high standards for client relationship management across the team.
Ensure delivery of exceptional service to affluent and HNW clients.
Uphold high client service standards aligned with tiered CRM guidelines.
Drive planning-based client reviews to anticipate evolving needs.
Increase adoption of WealthView plans and guide migration of non-PWA clients to appropriate segments.
Support skill development in areas such as retirement and estate planning, investment management, tax strategies, and philanthropy.
Conducts regular client reviews and proactively addresses evolving client needs.
Team Leadership & Development
Recruit, develop, and retain a high-performing advisory team.
Fostering a culture of excellence and collaboration.
Oversee onboarding, training, and ongoing professional development to ensure advisors deliver best-in-class service.
Conduct regular performance reviews and provide actionable feedback to support career growth and skill enhancement.
Champion the adoption of innovative tools, processes, and industry best practices, including Salesforce and WealthView.
Practice Management & Cross-Functional Collaboration
Implement practice management programs focused on segmentation, migration, and service standards.
Partner with leaders across banking, trust, and investment disciplines to deliver integrated solutions.
Provide strategic insights to senior leadership on market trends, client needs, and opportunities for innovation.