Private Wealth Advisory Dir

Overview

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.

The Manager, Private Wealth Advisory Director, leads a team of advisors dedicated to serving affluent and high-net-worth (HNW) clients. This people-leader is responsible for driving the delivery of holistic financial solutions, ensuring exceptional client experience, and overseeing the growth and development of both clients and advisory staff. The role combines strategic leadership, business development, and hands-on coaching to elevate the firm’s private wealth management offering.

Salary Range

The salary range for this position is $127,900/yr.

- $258,600/yr. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

• Business Development & Growth:
  Develop and execute strategies to attract, retain, and grow relationships with affluent and HNW clients.
• Business Development & Growth:
  Develop and support Advisor for how they build and nurture referral networks with attorneys, accountants, and other professional partners.
• Business Development & Growth:
  Promote the firm’s market presence through thought leadership, events, and publications.
• Business Development & Growth:
  Collaborate with recruiting partners to attract and onboard top talent.
• Business Development & Growth:
  Prepare teams for succession planning and evolving client complexities.
• Client Relationship Strategy:
  Uphold high standards for client relationship management across the team.
• Client Relationship Strategy:
  Ensure delivery of exceptional service to affluent and HNW clients.
• Client Relationship Strategy:
  Uphold high client service standards aligned with tiered CRM guidelines.
• Client Relationship Strategy:
  Drive planning-based client reviews to anticipate evolving needs.
• Client Relationship Strategy:
  Increase adoption of Wealth View plans and guide migration of non-PWA clients to appropriate segments.
• Client Relationship Strategy:
  Support skill development in areas such as retirement and estate planning, investment management, tax strategies, and philanthropy.
• Client Relationship Strategy:
  Conducts regular client reviews and proactively addresses evolving client needs.
• Team Leadership & Development:
  Recruit, develop, and retain a high-performing advisory team.
• Team Leadership & Development:
  Fostering a culture of excellence and collaboration.
• Team Leadership & Development:
  Oversee onboarding, training, and ongoing professional development to ensure advisors deliver best-in-class service.
• Team Leadership & Development:
  Conduct regular performance reviews and provide actionable feedback to support career growth and skill enhancement.
• Team Leadership & Development:
  Champion the adoption of innovative tools, processes, and industry best practices, including Salesforce and Wealth View.
• Practice…