Inv Strat Tm Program Director

Old National Bank•Appleton, WI

2d•$127,900 - $258,600•Onsite

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.

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

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