Inv Strat Tm Program Director

Old National Bank•Appleton, WI

21h•Onsite

About The Position

Old National Bank, a regional powerhouse with over $70 billion in total assets, is seeking a highly motivated and talented Program Director for its Private Wealth organization. Founded in 1834, Old National is deeply rooted in the communities it serves, acting as a trusted partner to help clients achieve their goals. The bank is committed to social responsibility, investing in communities through volunteering and charitable giving. We offer a competitive compensation and incentive program, comprehensive benefits including medical, dental, and vision insurance, 401K, continuing education opportunities, and an employee assistance program. Additionally, Old National fosters an inclusive workplace through various Impact Network Groups led by passionate team members. This role presents a unique opportunity to join a growing, client-focused company with strong core values.

Requirements

Bachelor’s degree in Finance, Business, or related field required.
7–12+ years of experience in wealth management, advisory platforms, or financial services.
Experience leading diverse teams and multiple client delivery channels preferred.
Strong understanding of investment products, advisor compensation, and operational workflows.
Experience with LPL Financial or similar broker-dealer platform preferred.
Demonstrated ability to lead strategic initiatives and scale programs.
Strong communication and stakeholder management skills.
Knowledge of regulatory and compliance considerations.
Willingness to travel as needed.

Nice To Haves

Experience leading diverse teams and multiple client delivery channels.
Experience with LPL Financial or similar broker-dealer platform.

Responsibilities

Oversee a team of advisors in the Private Wealth Management organization.
Lead strategic teams including the Investment Strategy Team (centralized call center), the Junior Advisor program, and Insurance Consultants aligned to Community Banking.
Accountable for Direct-to-Consumer wealth initiatives.
Enhance advisor experience, support client outcomes, and drive strategic business initiatives across the Private Wealth organization.
Lead and develop a 6-10 person centralized Investment Strategy team supporting clients outside of branch-based advisor relationships.
Oversee inbound/outbound client engagement, portfolio guidance, and service delivery standards.
Ensure consistent investment messaging and alignment with firm strategy and product offerings.
Monitor performance metrics, productivity, and client satisfaction outcomes.
Partner with product and research teams to deliver timely investment insights.
Lead the Junior Advisor program, including onboarding, training, coaching, and career development pathways.
Establish structured development programs to build future Private Wealth Advisors.
Provide ongoing mentorship and performance management for emerging advisor talent.
Support recruiting efforts and integration of new advisor talent into the platform.
Lead Insurance Consultants aligned to Community Banking markets.
Drive integration of insurance solutions into broader client financial planning strategies.
Partner with retail and commercial leadership to expand insurance penetration.
Ensure alignment with compliance standards and product suitability requirements.
Oversee Direct-to-Consumer (DTC) wealth initiatives and client engagement strategies.
Partner with digital, marketing, and product teams to enhance client acquisition and onboarding.
Ensure a seamless client journey across digital and advisor-supported channels.
Identify opportunities to expand and scale DTC capabilities.