Talent.com
Data Analytics Consultant - Private Wealth

Data Analytics Consultant - Private Wealth

Associated Bank - CorpMilwaukee, WI, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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.

This Data Analytics Consultant role will conduct analyses utilizing complex data, visualization, artificial intelligence, and statistical applications and techniques specifically for the Private Wealth business line. This also includes designing and fulfilling multi-channel campaigns and programs in partnership with marketing and sales, perform sales and marketing effectiveness analyses, and supporting analytic solutions and statistical models which monitor and assess customer, competition, and market patterns and trends.

This person will,

Conduct analyses utilizing complex data, visualization, artificial intelligence, and statistical applications and techniques across a broad range of subject areas including sales, marketing, product, customer, and digital and non-digital channels.

Design and fulfill multi-channel campaigns and programs in partnership with marketing and sales. Develop and recommend test designs and measurement plans to maximize effectiveness and learning. Advocate for test and learn approach with an emphasis on financial performance.

Support analytic solutions and statistical models which monitor and assess customer, competition, and market patterns and trends. Utilize insights to inform planning, forecasting, analyses, and strategic decision-making. Leverage both internal and external data, including competitive intelligence, third-party data, and market research.

Develop and present actionable insights and recommendations in non-technical terms to internal partners across the company.

Help improve data analytics team capabilities utilizing data, analytics, visualization, and marketing applications.

Requirements

Education

Bachelor's Degree in Statistics, Mathematics, Economics, Marketing, Business or Finance or equivalent combination of education and experience Required

Experience

Less than 2 years Data analytics, data science, database marketing, and market research Required

Experience working with wealth data and understanding the complexities with multi-generational relationships / titling Preferred.

Candidates located in the Milwaukee, WI area are strongly preferred.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

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-focusedColleague Resource Groups.

Competitive salaries with professional development and advancement opportunities.

Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

Personal banking, loan, investmentand insurance benefits.

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 Statement

Associated 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 isPay 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.

$58,940.00 - $101,040.00 per year

serp_jobs.job_alerts.create_a_job

Wealth Consultant • Milwaukee, WI, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Actuarial Intern, Summer 2026

Actuarial Intern, Summer 2026

Northwestern MutualMilwaukee, Wisconsin, US
serp_jobs.job_card.full_time
Actuarial Internship As an actuarial intern, you will work alongside a team of talented professionals in the Actuarial department to complete tasks critical for Northwestern Mutual's success.We are...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Programmatic Trader (Advertising) Job at Civic Science in Milwaukee

Programmatic Trader (Advertising) Job at Civic Science in Milwaukee

MediabistroMilwaukee, WI, United States
serp_jobs.job_card.full_time
Every day, CivicScience gathers opinions from millions of consumers on thousands of topics that provide high-velocity insights to leading brands. If there's a question critical to the marketing stra...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Financial Data Analyst Internship - Summer 2026

Financial Data Analyst Internship - Summer 2026

UlinePleasant Prairie, WI, US
serp_jobs.job_card.full_time +1
Financial Data Analyst Internship.Ready to boost your analytical skills and kick-start your career? Join Uline as a 2026 Financial Data Analyst Intern! You'll get hands-on experience and work with ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Investment Operations Specialist

Investment Operations Specialist

Pride GlobalMilwaukee, WI, US
serp_jobs.job_card.temporary
Investment Operations Specialist.Location : Milwaukee, WI ONSITE.Position Overview : We are seeking a detail-oriented Investment Operations Specialist to join our team on a 12-month contract basis.Th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Investment & Trading Operations Associate

Investment & Trading Operations Associate

Claire Myers ConsultingMequon, WI, US
serp_jobs.job_card.full_time
Investment & Trading Operations Associate.Base salary + bonuses + benefits.Our client is a premier retirement management practice that goes beyond just managing investments.Through comprehensiv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Finance Leadership Trainee

Finance Leadership Trainee

Uline, Inc.Caledonia, WI, US
serp_jobs.job_card.full_time
Uline Drive, Pleasant Prairie, WI 53158.Unlock your career potential! Join Uline’s three-year training program to gain hands-on experience in our Finance Department.Work alongside experienced...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Paid Investor Relations & Finance Summer Intern

Paid Investor Relations & Finance Summer Intern

ContinentalMenomonee Falls, WI, US
serp_jobs.job_card.full_time
Paid Investor Relations & Finance Summer Intern.Continental Properties is looking for a Summer 2026 Investor Relations & Finance Intern to join our team at our home office in Menomonee Falls, Wisco...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Business Valuations Internship

Business Valuations Internship

WipfliMilwaukee, WI, US
serp_jobs.job_card.full_time +2
Our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.People truly matt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Commercial Finance Intern (Summer 2025)

Commercial Finance Intern (Summer 2025)

Zurn Elkay Water Solutions CorporationMilwaukee, WI, US
serp_jobs.job_card.full_time
Commercial Finance Intern (Summer 2025).Zurn Elkay Water Solutions Corporation is a thriving, values-driven company focused on doing the right things. We're a fast growing, publicly traded company (...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Investment Analyst

Senior Investment Analyst

Russell InvestmentsMilwaukee, WI, US
serp_jobs.job_card.full_time
As an Investment Analyst, you will play a key role on Russell Investments' OCIO client service team, serving as a primary contact for day-to-day inquiries and working closely with senior team membe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Investment Analyst - Private Debt & Equity

Investment Analyst - Private Debt & Equity

Northwestern MutualMilwaukee, WI, US
serp_jobs.job_card.full_time
At Northwestern Mutual, We Are Strong, Innovative And Growing.Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common &...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Market Relationship Banker

Market Relationship Banker

Old National BancorpBrookfield, WI, US
serp_jobs.job_card.full_time
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 part...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Associate, U.S. Middle Market Investment Banking

Associate, U.S. Middle Market Investment Banking

CibcMilwaukee, WI, US
serp_jobs.job_card.full_time
We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Associate - Wealth Management - Position Available June 2026

Associate - Wealth Management - Position Available June 2026

ASPIRIANT LLCMilwaukee, WI, US
serp_jobs.job_card.full_time
This job is available in June of 2026.The Associate assists a team of Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Private Wealth Advisor II

Private Wealth Advisor II

Old National BancorpMilwaukee, WI, US
serp_jobs.job_card.full_time
Old National Bank has been serving clients and communities since 1834.With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a tru...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Finance Transformation Lead

Finance Transformation Lead

Associated BankMilwaukee, WI, US
serp_jobs.job_card.full_time
Finance Technology Transformation Lead.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Investment Analyst Intern - Private Debt & Equity, Summer 2026

Investment Analyst Intern - Private Debt & Equity, Summer 2026

Northwestern MutualMilwaukee, WI, US
serp_jobs.job_card.full_time
At Northwestern Mutual, We Are Strong, Innovative And Growing.Internship candidates can expect a fulltime onsite internship program, running from June 2026 to August 2026.Carefully selected from un...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Mutual Funds Specialist

Mutual Funds Specialist

U.S. BancorpMilwaukee, WI, US
serp_jobs.job_card.full_time
The Mutual Funds Specialist will serve as a liaison between GFS Mutual Fund clients and financial intermediaries in the areas related to electronic trading as well as broker / dealer servicing.The pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Financial Analyst - Commercial

Financial Analyst - Commercial

Zurn Elkay Water Solutions CorporationMilwaukee, WI, US
serp_jobs.job_card.full_time
Financial Analyst - Commercial.Zurn Elkay Water Solutions Corporation is a thriving, values-driven company focused on doing the right things. We're a fast growing, publicly traded company (NYSE : ZWS...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Accounting Consultant- Engagement Director

Accounting Consultant- Engagement Director

CliftonLarsonAllenMilwaukee, WI, US
serp_jobs.job_card.temporary
Accounting Consultant (Engagement Director).CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30