Inv Strat Tm Program Director

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    "datePosted": "2026-06-03T04:00:00.000Z",
    "description": "<h2>Overview</h2>\n<p>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. </p>\n<p> </p>\n<p><em>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 </em><em>Impact Network Groups</em><em> 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.</em></p>\n<h2>Responsibilities</h2>\n<p>The Private Wealth IST & Wealth Advisor Development Program Director is responsible for overseeing a team of advisors in the Private Wealth Management organization of Old National Bank.</p>\n<p> </p>\n<p>This role leads several strategic teams, including the Investment Strategy Team (a centralized call center supporting clients outside of branch-based Private Wealth Advisors), the Junior Advisor program, and Insurance Consultants aligned to Community Banking. Additionally, the role is accountable for Direct-to-Consumer wealth initiatives.</p>\n<p> </p>\n<p>The Program Manager combines strong leadership, relationship management, and problem-solving capabilities to enhance advisor experience, support client outcomes, and drive strategic business initiatives across the Private Wealth organization.</p>\n<p> </p>\n<p><strong><u>Salary Range</u></strong></p>\n<p>The salary range for this position is $127,900/yr - $258,600/yr plus bonus. 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.</p>\n<p> </p>\n<p><strong><u>Key Accountabilities</u></strong></p>\n<p><strong>Investment Strategy Team Leadership (Call Center Model)</strong></p>\n<ul>\n <li>Lead and develop a 6–10 person centralized Investment Strategy team supporting clients outside of branch-based advisor relationships</li>\n <li>Oversee inbound/outbound client engagement, portfolio guidance, and service delivery standards</li>\n <li>Ensure consistent investment messaging and alignment with firm strategy and product offerings</li>\n <li>Monitor performance metrics, productivity, and client satisfaction outcomes</li>\n <li>Partner with product and research teams to deliver timely investment insights<strong> </strong></li>\n</ul>\n<p><strong>Advisor Development & Team Leadership</strong></p>\n<ul>\n <li>Lead the Junior Advisor program, including onboarding, training, coaching, and career development pathways</li>\n <li>Establish structured development programs to build future Private Wealth Advisors</li>\n <li>Provide ongoing mentorship and performance management for emerging advisor talent</li>\n <li>Support recruiting efforts and integration of new advisor talent into the platform<strong> </strong></li>\n</ul>\n<p><strong>Insurance Consultant Oversight (Community Banking)</strong></p>\n<ul>\n <li>Lead Insurance Consultants aligned to Community Banking markets</li>\n <li>Drive integration of insurance solutions into broader client financial planning strategies</li>\n <li>Partner with retail and commercial leadership to expand insurance penetration</li>\n <li>Ensure alignment with compliance standards and product suitability requirements<strong> </strong></li>\n</ul>\n<p><strong>Direct-to-Consumer Wealth Strategy</strong></p>\n<ul>\n <li>Oversee Direct-to-Consumer (DTC) wealth initiatives and client engagement strategies</li>\n <li>Partner with digital, marketing, and product teams to enhance client acquisition and onboarding</li>\n <li>Ensure a seamless client journey across digital and advisor-supported channels</li>\n <li>Identify opportunities to expand and scale DTC capabilities</li>\n</ul>\n<p><strong>Key Competencies for the Position</strong></p>\n<ul>\n <li>Strategic Leadership & Vision </li>\n <li>Talent Development & Coaching </li>\n <li>Operational Excellence </li>\n <li>Relationship Management </li>\n <li>Problem Solving & Decision Making </li>\n <li>Communication & Executive Presence </li>\n <li>Adaptability & Change Leadership </li>\n <li>Client-Centric Mindset </li>\n</ul>\n<p><strong>Qualifications and Education Requirements</strong></p>\n<ul>\n <li>Bachelor’s degree in Finance, Business, or related field required </li>\n <li>7–12+ years of experience in wealth management, advisory platforms, or financial services </li>\n <li>Experience leading diverse teams and multiple client delivery channels preferred </li>\n <li>Strong understanding of investment products, advisor compensation, and operational workflows </li>\n <li>Experience with LPL Financial or similar broker-dealer platform preferred </li>\n <li>Demonstrated ability to lead strategic initiatives and scale programs </li>\n <li>Strong communication and stakeholder management skills </li>\n <li>Knowledge of regulatory and compliance considerations </li>\n <li>Willingness to travel as needed</li>\n</ul>\n<p><strong>Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.</strong> </p>\n<p> </p>\n<p>As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. </p>\n<p> </p>\n<p><em>We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.</em></p>\n<p> </p>\n<p><strong><em>Our culture is firmly rooted in our core values.</em></strong></p>\n<p><strong><em>We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.</em></strong></p>\n<p><strong><em>We are Old National Bank.  Join our team!</em></strong></p>",
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