Old National Bank · 18 hours ago
Private Wealth Advisory Dir
US-MN-St Louis Park
Full-time
Onsite
Director/Executive
7+ years expOld National Bank is a regional powerhouse serving clients and communities since 1834. The Private Wealth Advisory Director leads a team of advisors focused on affluent and high-net-worth clients, driving the delivery of holistic financial solutions and ensuring exceptional client experiences while overseeing team growth and development.
BankingFinancial ServicesWealth Management
Responsibilities
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
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
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
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
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or related field
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
Preferred
advanced credentials (MBA, JD, CFA, CFP®)
Series 6 or 7 licenses, and State Life and Health Insurance Licenses
Benefits
Competitive compensation with our salary and incentive program
Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
1001-5000 employees
H1B Sponsorship
Old National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (5)
2023 (5)
2022 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$400M2024-11-25Post Ipo Equity· $400M
1984-12-04IPO
Leadership Team
James Sandgren
CEO - Commercial Banking
Timothy Burke
President & Chief Operating Officer
Recent News
2026-01-13
2026-01-03
Company data provided by crunchbase