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Manage complex investment portfolios for high-net-worth and institutional clients, ensuring strategies align with client objectives, risk tolerance, and market conditions. Associated Bank is seeking an experienced Portfolio Manager to manage complex investment portfolios for agency and fiduciary accounts within Associated Trust Company, N.A.

YEAR

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.Associated Bank is seeking an experienced Portfolio Manager to manage complex investment portfolios for agency and fiduciary accounts within Associated Trust Company, N.A. In this role, you will partner directly with clients to develop tailored investment strategies while overseeing significant assets under management in a risk-controlled environment. This is a high-impact opportunity to influence portfolio performance, contribute to investment strategy, and collaborate with a team of experienced investment professionals.Key Accountabilities<ul><li>Manage complex investment portfolios for high-net-worth and institutional clients, ensuring strategies align with client objectives, risk tolerance, and market conditions.</li><li>Develop customized investment strategies through regular client engagement and a deep understanding of financial goals, family dynamics, and fiduciary considerations.</li><li>Communicate portfolio performance, market insights, and forward-looking strategies clearly to clients, including families, consultants, and foundation or endowment boards.</li><li>Execute portfolio strategies within the framework established by the Chief Investment Officer while adhering to all compliance policies and procedures.</li><li>Contribute to the investment team through participation in research, asset allocation analysis, external manager due diligence, and development of investment processes or products.</li><li>Collaborate with portfolio managers and analysts to maintain disciplined portfolio construction and risk management practices.</li></ul>Education & ExperienceRequired<ul><li>Bachelor's degree in Finance, Economics or similar field</li><li>4+ years of relevant investment management or portfolio management experience</li><li>Strong knowledge of capital markets, asset allocation, and fiduciary portfolio management</li><li>Access to reliable transportation and ability to lawfully drive, if applicable</li></ul>Preferred<ul><li>CFA (Chartered Financial Analyst) designation</li></ul>Why You'll Love Working HereAt Associated Bank, you'll join a collaborative investment team committed to delivering thoughtful, client-focused portfolio management. We support professional growth through meaningful client relationships, strategic investment work, and opportunities to influence portfolio strategy and research initiatives. Apply today to make an impact helping clients achieve their long-term financial goals.We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.In addition to core traditional benefits, we take pride in offering benefits for every stage of life.<ul><li>Retirement savings including both 401(k) and Pension plans.</li><li>Paid time off to volunteer in your community.</li><li>Opportunities to connect with others through our diversity-focused Colleague Resource Groups.</li><li>Competitive salaries with professional development and advancement opportunities.</li><li>Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.</li><li>Personal banking, loan, investment and insurance benefits.</li></ul>Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.$95,060.00 - $162,960.00 per year

Associated Banc-Corp

Portfolio Manager - Investment Management

Analysis Skills

Asset Management

Background Investigation

Bank Secrecy Act

Capital Markets

Chartered Financial Analyst (CFA)

Construction Management

Corporate Banking

Customer Relations

Customer Support/Service

Due Diligence

E Programming Language

Economics

English Language

Facebook

Fiduciary

Finance

High Net Worth

Interviewing Skills

Investment Management

Investment Strategy

LinkedIn

Portfolio Analysis

Risk

Risk Management

Spanish Language

Strategic Planning

Team Player

FULL_TIME

OTHER

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.Job responsibilities<ul><li>Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li><li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li><li>Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li><li>Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li><li>Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li><li>Prioritize daily work, track progress for current work, and consistently meet deadlines</li><li>Maintain and foster team culture </li></ul>Required qualifications, capabilities, and skills<ul><li>A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment</li><li>If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li><li>A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment</li></ul>INVESTMENT AND INSURANCE PRODUCTS ARE:• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDInvestment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans

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J.P. Morgan Wealth Management - Private Client Investment Associate - Neenah, WI JPMorgan Chase Bank, N.A.

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