Senior Investment Portfolio Manager

Associated Bank • Milwaukee, WI

1d • Onsite

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. Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies. This role offers the opportunity to influence investment direction, mentor talent, and contribute to firm-wide portfolio innovation. You’ll play a key role in driving client outcomes and supporting business growth.

Requirements

• Bachelor’s degree in Finance, Economics, or related field
• 7-12+ years of relevant investment or portfolio management experience
• Proven experience managing complex client relationships and large portfolios

Nice To Haves

• CFA (Chartered Financial Analyst) designation
• Experience mentoring investment professionals

Responsibilities

• Manage and oversee large, complex investment portfolios aligned to client goals, risk tolerance, and long-term strategy.
• Build and maintain strong client relationships through clear communication of performance, strategy, and market insights.
• Develop and implement investment strategies in collaboration with internal teams and in alignment with CIO guidance.
• Lead or contribute to research efforts including security selection, asset allocation, and external manager evaluation.
• Ensure portfolios adhere to compliance policies, risk controls, and fiduciary standards.
• Partner with market leaders to support sales growth and client retention efforts.
• Guide and mentor junior portfolio managers and analysts to strengthen team capabilities.

Benefits

• 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: Senior
• Number of Employees: 501-1,000 employees